Life100+ the story
The Life100+ story so far.
Life100+ for Financial Advisers
Longer lives are changing the conversation advisers need to have
Help your clients make the most of longer lives
As clients balance their own longer-term financial security with the desire to help family now, conversations about retirement, care, gifting and legacy are becoming more connected and more complex. Life100+ explores the human and financial realities behind these decisions, helping advisers understand what matters to clients and build confidence in the conversations that can make the greatest difference.
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Life100+ latest research
The latest phase of research.
Learning and CPD training
CPD-accredited learning.
Adviser resources
Downloadable adviser tools.
Learning and CPD training
Build the confidence and knowledge to support clients through the financial realities of longer lives.
Featured chapter
Life100+ Legacy how longevity is shaping financial planning for the generations Chapter One: Legacy – Timing, Family and Purpose: Download and add CPD hours.
Adviser learning
Adviser briefing
Help clients balance family support with their own long-term financial security. This concise Life100+ briefing combines research, practical insight and the Meaningful Moments framework to support more confident conversations about gifting, legacy, care and intergenerational planning.
Inheritance Tax Planning with Trusts
Trusts can support long-term estate and legacy planning. Advisers should ensure arrangements remain aligned with clients’ evolving family needs, financial security and regulatory obligations.
Deepen your estate-planning knowledge
Longer lives can make estate planning more complex, with clients needing to balance their own future financial security against the wish to support family and pass on wealth. Explore practical learning and insight to help guide meaningful conversations around legacy, gifting, inheritance tax and intergenerational planning.
Adviser Checklist
Use the Meaningful Moments adviser checklist to explore family priorities, client security, timing, planning options and the actions needed to keep plans on track.
Prompts for difficult conversation
Use these practical prompts to open sensitive family conversations, explore priorities and uncertainty, and agree meaningful next steps with clients.
Conversation framework
Use the Meaningful Moments guide to help clients balance family support, long-term security and the decisions that matter most