Joyce´s Story Amy´s Story Grace & Joshua´s Story

Case Studies

Here are three examples of how other people have used some of the financial products available for funding care. These are based on real people and real situations, although some of the details have been changed for clarity and to protect confidentiality.

Joyce’s Story : Security in Care

How Joyce used an immediate care plan to provide her with a secure income for life.

Amy’s Story : Investing for Care

This is how things worked out for Amy when she decided to invest to fund her care fees.

Grace & Joshua’s Story : Care for Two

How can you fund care when there are two people to support. Grace and Joshua found the answer in deferred care plans and investments.

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