MorganAsh
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Care-Fees Plans

Care-Fees Plans

The need

Care-Fees Plans (also known as Immediate Needs Annuities) provide financial certainty for those who are entering long-term care. It’s a time when financial advisers need to obtain quotes quickly and efficiently – while, to provide quotations, insurers need current, valid, medical information.

The service

MorganAsh provides a secure portal and medical data-gathering service, to obtain all relevant information in a timely manner, and to reduce the administration for advisers.

Features

  • Free to advisers
  • Common process across All to providers reduces administration
  • New digital portal and e-signature replaces ageing paper process
  • Tele-interview with care providers
  • On-line client portal enables client to input data directly

Benefits

  • Improved security for all, no more posting paper forms
  • Mean turn round time down from 8 weeks to 12 days
  • Improved quality of data - negates need for GPR, should reduce prices
  • Less admin for advisers
  • Removal of need to assess medical information reduces liability for advisers

Related services


Contact us

If you are interested in any of MorganAsh’s services, please get in touch. We’ll be happy to help.


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Our clients say:

The work which MorganAsh carried out was absolutely instrumental in us gaining a better understanding of the mortality profile in our pension scheme. The project was handled with enormous sensitivity and care, with members genuinely feeling that they were assisting in the better running of the pension scheme, by providing their health information. Interviews were carried out by qualified medical practitioners – with the end result being that members felt more engaged with the pension scheme and had a greater confidence in its governance. This was a very worthwhile exercise, which added value on many levels.

Nigel Clark, finance director at CML Microsystems