Think about the last time you worked on a financial plan for a family with a child or adult with special educational needs or a disability. How confident were you that the plan truly reflected what that family needs, not just now, but for the long term?

As paraplanners, we’re in a position to make a real difference but only if we understand what good planning for these families actually looks like.

So in this Assembly first-time host Peter Spence from Fintuity was joined by Ali Fanshawe and Rhiannon Gogh, co-founders of SENDA who are specialists who work with financial and legal advisers to deliver safer, smarter planning for SEND families.

All three participants have children with special educational needs.

Together, Peter, Ali and Rhiannon talked about what special needs planning really involves, where traditional advice tends to fall short, and what paraplanners can do to fill that gap.

The conversation covers:

• how many families are affected in the UK and what the financial planning picture looks like for them on a personal level
• an exploration of the consequences of getting financial planning wrong for families with SEND needs
• the key problems that can crop up during a financial planning process compared to a regular advice process
• the training and support that’s available if you want to develop your knowledge

What can you expect to take away?

By tuning into this Assembly, you'll get a clearer sense of where special needs planning is different and what to start thinking about when planning for SEND needs. It's an introduction to the subject rather than a complete guide. But it's a great primer which offers practical ideas you can use right now. Ideas that will give confidence about doing the right thing for clients whose plans need to take account of family members with special educational needs and disabilities.

Useful links

CPD: Request your certificate

Watch: Replay at Crowdcast (includes chat)

Podcast: listen to this Assembly

SENDA website

Articles on Special Needs Planning from SENDA

SENDA website: Resources on special needs planning

SENDA website: Training by SENDA

Rhiannon’s book: ‘Planning with Love’

Follow SENDA on LinkedIn

Contact: the charity for families with disabled children

Mencap

Mencap Trust

Disabled Children’s Partnership

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