 FREE
Care Funding Advice Line: 0800 043 4036
Useful Forms
The following are
common forms used to access information, begin underwriting
immediate care plans, claim benefits and communicate with care
homes.
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Use this
form to enquire about any accounts, balances & terms
to any bank or building society in which accounts may be
held. |
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Use this form to
transfer agency to us, allowing us to access information
on investments such as unit trusts, OEICs, Investment Trusts,
PEPS, Investment ISAs & Investment Bonds. Personalised
to Michael Migan as adviser. |
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Use this form to
access information on any shares held via a particular
registrar. |
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Use this form for
a caree/potential caree who has mental capacity to
give consent to discosing and discussing their financial
and medical situation. It is in large print. This form
is not for use if a Power of Attorney is in force,
or if the individual has lost or is losing mental capacity. |
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Use this form to
allow us to speak to care homes on your behalf to access
information on fees, etc.. Personalised to Michael Migan
as adviser. |
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This simple downloadable
checklist is used by many care homes we work with to help
begin assessing a resident's finances to pay care fees. |
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This schedule helps
homes see what is coming in, from where and on what dates
for each new resident, and is standard practice when we
arrange the financing. |
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Residents not
being able to meet fee increases, and homes losing income
because of it, can be a big factor. This optional agreement
caps annual increases, subject to satisfactory plans being
put in place by the resident/attorneys to pay them. |
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This form asks the
relevant medical, care and financial questions to begin
the underwriting process for an immediate care plan. This
is only for advised applications via CareFeesAdvisers/RPA. |
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This takes you to
the DWP paper application in pdf format. |
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This takes you to
the DWP online application for Attendance Allowance (age
65+) or Disability Living Allowance (up to age 64). |
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Contact your local
social services for a care assessment. Nursing care needs,
and eligibility for financial support, is included within
the asessment. Click
here for the Directgov directory of local authorities. |
Request Advice and/or a Free Guide to Long Term Care & Paying
Care Fees
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Request
a no obligation initial consultation regarding your circumstances
(our free Guide to Paying for Long Term Care is
typically sent in advance of meetings). |
Notes & Disclaimers
- Guides (which includes all information, data and views expressed) on this site are brief introductions, as such they cannot be relied upon: full
research needs to be conducted or professional advice sought
before investment and financial decisions are made.
- In the case of new investments,
pensions, insurances or mortgages, literature from the
investment provider needs to be read and understood: including product guides, key features and illustrations, which give details of product aims, benefits, risks, commitment needed, charges and commissions, before financial decisions are made and action taken.
- Guides published on this site
express the opinions of the authors which may not always
concur with our own if from other organisations.
- Guides are published by the permission
of the authors and/or copyright holders.
- You will be leaving our website to access some of the above.
We may not always concur with data and opinions expressed
and are not liable for the content.
- Your home is at risk if you do
not keep up repayments on a mortgage or other loan
secured upon it, this can include some forms of equity
release.
The FSA do not regulate some types of mortgage.
- Past performance is not an indication
of future returns.
- The price of bonds, properties
and shares, income from them and investments in them can
rise and fall.
- Investments in bonds, property
and shares should be deemed mid to long term, meaning at
least five years. Early surrender increases the risk of
the investor receiving back less than invested.
- Investments in capital protected
funds are only as good as the ability of the investment
provider and/or any guarantors to meet their liabilities.
A default on their part may mean that the investor receives
back less than invested.
- Tax concessions and legislation
may change and reduce the benefits of investments.
03/01/07
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