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:
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.
Watch: Replay at Crowdcast (includes chat)
Podcast: listen to this Assembly
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’
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