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Family BS links to help later life planning

Robyn Hall

August 18, 2014

Its Later Life Planning products cover funding care, Inheritance Tax planning, equity release, probate administration and managed property sales.

Mark Bogard, society chief executive, said: “Our ethos is to provide products and services that help all family members whether first time buyers or those wanting to plan for older age.

“In our eyes all generations of a family are equal although their needs are obviously very different.

“We have chosen our partners carefully using a number of criteria including track record.

“But equally important is their impartiality of advice and, where required, membership of the appropriate regulatory body.

“We look forward to working with these firms in providing first class services to our members.

“We are currently working on a number of projects to provide solutions to problems faced by families in the current climate which we will unveil later in the year.”

Family Building Society’s chosen partners are Chase de Vere, Key Retirement Solutions, Kings Court Trust and Bridgefast Property Services.


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