Rhiannon Gogh at HUM London 2024
Wake Up to Special Needs Financial Planning
At the Humans Under Management London 2024 event, Rhiannon Gogh presented on the critical importance of specialised financial planning for families with special needs. With over 26 years of experience, including seven focused on SEND, Rhiannon shares valuable insights for financial advisers.
The talk addresses the unique challenges faced by families with special needs and the need for tailored financial strategies that avoid foreseeable harm. Rhiannon emphasises the significance of understanding clients' specific circumstances to provide effective support.
Key insights include:
- The necessity of recognising how traditional financial planning can inadvertently cause harm to families with special needs.
- The importance of creating a unified support team involving financial and legal professionals.
- Introducing the ARC framework to assess access, risk, and means-tested care in financial planning.
- Highlighting the growing demand for specialised financial advice as the number of disabled children rises.
Watching this video will enhance your understanding of special needs financial planning, equipping you with practical tools to better serve your clients and improve outcomes for families navigating these complex issues.
