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Financial safety for over 65s
My Lasting Plan helps you set up a financial safety network with the people you love — empowering you to stay in control of your money.
Self-help guides.
Practical, plain-English guidance on putting your affairs in order — so the decisions stay yours.
Browse the guides →Free workshops.
Arrange a one-hour workshop at your club, village or community group, and learn the simple steps that protect your life savings and your family's harmony.
Arrange one for your community →Join the TrustCircle waitlist.
TrustCircle is a tool designed for over 65s that helps you keep an eye on your own money, with the people you trust alongside you.
Be part of the first group →Most of us will need help managing money as we get older, and that help usually comes from someone close to us. For both of you, it is probably the first time.
That is worth getting right from the start. We give families the framework banks and asset managers rely on: separate roles & responsibilities, checks & balances, and transparency. Firmer ground to safeguard family harmony and earn peace of mind.
Empowerment.
Getting help is not giving up control. Done properly, it is how you keep it.
Financial safety.
Small issues get noticed early, before they become big problems, when your safety network is looking out for you.
Family harmony.
When your money is in order and the family knows who does what, there is nothing to piece together later.