Attivo is proud to be partnered with Podplan
Podplan is an online planning platform designed to help people prepare for later life, care conversations and unexpected changes in circumstances.
As part of our client member benefits, Attivo clients can access Podplan for free, giving them and their families practical tools, guidance and a secure place to record the important information that may be needed in the future.
A natural partnership
Podplan was created to help people and families prepare before they reach a point of crisis. With more than 3.2 million people in the UK aged over 80, and life expectancy continuing to increase, many families are having to think more carefully about care, housing, health, finances and day-to-day support.
For Attivo, the partnership reflects our belief that good planning is about more than money. It is about helping people feel prepared, supported and able to make confident decisions about the life they want to live, now and in the years ahead.
What our partnership supports
Through this partnership, Attivo clients can access Podplan as part of their member benefits.
The platform includes simple video explainers, educational emails, step-by-step planning guidance and access to the Podplan Vault: a secure online space where clients can record practical information their family may need in an emergency.
Planning ahead before life changes
Later-life planning can feel difficult to approach, particularly when conversations involve care, health, housing or family responsibilities. Podplan helps make those conversations more manageable by breaking them down into clear, practical steps.
“Many of the problems that people have when it comes to elder care stem from a lack of preparation. The necessary steps haven’t been taken to protect against the various pitfalls that could occur, resulting not just in stress but also in worse outcomes, such as entering a care home when it could have been avoided. At Podplan, our focus is not simply helping people pick up the pieces in times of chaos and stress, but in helping them to avoid that chaos in the first place.”
– Jackie Cleveland, Founder and CEO of Podplan
Bringing our shared knowledge and goals together
We are delighted to be working alongside Podplan in our new article series, bringing together our shared insights and ambition to support people with later life planning.
What is a Lasting Power of Attorney, and why is it so important?
In this collaboration with our partners at Podplan, the digital platform that helps families to make informed decisions and plan ahead, we’ve answered all these questions and more.
Five top tips for later life planning
We’ve collaborated with our partners at Podplan, the digital platform that helps families to make informed decisions and plan ahead, to help explain what later life planning really means, and share five practical ways to start planning ahead.
Shared values, shared support
Podplan’s name was inspired by the strong family bond of orca whale pods. That sense of connection, protection and shared support sits at the heart of the platform.
Through our partnership, Attivo clients can access a resource designed to help them organise important information, involve loved ones in future planning and feel more prepared for the unknown.
For us, this is a natural extension of Lifestyle Financial Planning. It supports the same goal: helping clients live life with greater clarity, confidence and peace of mind.
Helping families feel more prepared for the future
By working with Podplan, Attivo is helping clients and their families take practical steps to prepare for later life, care needs and unexpected changes.
We are proud to offer this benefit to our clients, giving them access to a simple, supportive resource that can help protect independence, reduce stress for loved ones and make future decisions easier to navigate.
To find out more about accessing Podplan as part of your Attivo member benefits, please contact your Planner.
