Saga research reveals high demand for affordable will services

Thursday, March 21, 2024

Saga has partnered with Co-op Legal Services to offer a comprehensive array of estate planning and probate solutions tailored to the needs of customers over 50. This collaboration signifies Saga’s strategic vision to become the leading brand for older individuals in the UK, delivering a curated suite of products and services specifically designed for this demographic.

Through this partnership, Saga customers will have access to expert advice and guidance from Co-op Legal Services’ legal professionals, covering everything from basic will drafting to intricate Inheritance Tax planning and asset protection. Transparent and fixed fee pricing will be provided, ensuring clarity and affordability for customers, with quotes offered without obligation.

Benefits for Saga customers include a complimentary 10-point legal review to identify their unique requirements, as well as bereavement support during challenging times. Saga Legal has been developed with a deep understanding of the distinct needs of the over-50s demographic, combining Co-op Legal Services’ established expertise with Saga’s insights into customer preferences.

Saga’s research highlights a notable demand for cost-effective will services, with a considerable number of customers showing keen interest in these options. Saga Legal clients have the convenience of accessing Co-op Legal Services’ advice and will-writing assistance through multiple channels, such as digital platforms, telephone consultations, and face-to-face meetings. Charges remain uniform across these channels, guaranteeing fair accessibility for all customers.

Alex Edmans, Head of Financial Services at Saga Money commented:    

“At Saga, we are committed to providing financial service products tailored to the specific needs of those over 50. This collaboration combines our dedication to serving our customers with the in-depth expertise of Co-op Legal Services in addressing the unique legal challenges that come with this phase of life. With Saga Legal, we aim to ensure that the over 50s can navigate legal matters smoothly, confidently, and with the support they deserve.”

 Jonathan Appleby, Head of Partnerships at Co-op Legal Services commented:

“Co-op Legal Services’ mission is to help people understand how the law can help protect what’s important to them, now and in the future. Making legal services affordable and accessible is central to this mission. We’re delighted to be partnering with Saga, who share our values, and we look forward to helping Saga customers with their estate planning and probate needs.”

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