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Advising the families of children with special educational needs and disabilities

Lecture

Publication date:

09 May 2024

Last updated:

13 June 2024

Author(s):

Rhiannon Gogh FPFS, Chartered Financial Adviser, PlanIt Future Financial Limited

In this Insurance Institute of London (IIL) financial planning webinar, Rhiannon Gogh FPFS, Chartered Financial Adviser, PlanIt Future Financial Limited, shared her experiences of the unique financial planning needs of the carers of children with additional needs and how government work in this area can apply to the provision of advice.

An estimated 16 million people in the UK had a disability in 2021/22 representing 24% of the total population. The proportion of children reporting a disability is 11%, a figure that has almost doubled in the last decade*.

Having presented to many thousands of carers in her career, Rhiannon shared the unique financial challenges and concerns of families of those with disabled children face. She looked at the financial impact of raising a child with disabilities and the role of the special needs financial planner. She reflects on the role of financial advice in light of the Government’s Disability Strategy. The speaker also shared the role that education, information and the use of online training courses can play, and how frameworks and processes help.

*source: UK Disability Prevalence Statistics 21/22

Learning objectives:

  • Understand the prevalence and shape of the SEND - special educational needs and disability landscape in England
  • Understand how recent government work in this area including the SEND review and UK Disability Action Plan can be applied to the advice for those caring for children with SEND
  • Understand the complexities of the relationship between the adviser, client and professionals when advising the families of children with disabilities

Duration: 55 minutes

This document is believed to be accurate but is not intended as a basis of knowledge upon which advice can be given. Neither the author (personal or corporate), the CII group, local institute or Society, or any of the officers or employees of those organisations accept any responsibility for any loss occasioned to any person acting or refraining from action as a result of the data or opinions included in this material. Opinions expressed are those of the author or authors and not necessarily those of the CII group, local institutes, or Societies.