Once your client has purchased a Care Plan and the cancellation period has expired, the Plan cannot be surrendered or transferred.
Similarly, once the plan has been purchased, it will not be possible to the amend any of the product features that have been selected.
However, if your client’s circumstances change, it will be possible to change the recipient of the income. However, any payment made to anyone other than a Registered Care Provider may result in a tax charge (please see the income payment details page for more information).
It may also be possible to change the income payment date in the event of your client changing care provider. Please contact your account manager if your client would like to do this.