Leading Best Practice in Special Needs Planning

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Helping advisers protect SEND children, young and old

Special Needs Planning is complex. Traditional advice often fails SEND families.

SENDA equips financial, legal and charity advisers with the specialist knowledge needed to deliver safer, smarter planning.

Welcome to our beautifully complex world.

Specialist consultancy for organisations working with SEND families

We help organisations design and embed SEND-safe frameworks that strengthen governance, reduce risk and build specialist capability across financial, legal and client-facing teams.

We work with private client departments, wealth managers, private banks, insurers, life companies, advisory networks and national charities.

Our consultancy covers:

  • Service design for specialist SEND propositions
  • Governance frameworks that reduce risk and blind spots
  • Specialist insight across trusts, benefits, capacity and law
  • Training programmes that upskill whole teams

For a safer, smarter and scalable approach to supporting SEND families, we can help you build it.

Specialist training for professionals working with SEND families

Our online and in-house courses build the technical and client-facing skills you need to work safely, confidently and professionally in complex SEND planning.

“We teach what traditional training misses – the processes, pitfalls and untapped opportunities that define specialist SEND planning.”

We work with wealth managers, financial advisers, private client lawyers, will writers, life companies, insurers, advisory networks and professional bodies.

Whether you’re looking for specialist CPD, team-wide learning or our Foundation three-video bundle, SENDA will strengthen your capability and support your development as a specialist.

SENDA Certified: a new benchmark in Special Needs Planning competence

We are developing a professional certification that recognises individuals and organisations with specialist capability in SEND-aligned planning.

SENDA Certified will offer:

  • A recognised measure of specialist competence
  • Cross-sector credibility across financial, legal and support professions
  • Greater confidence for SEND families choosing professionals
  • A clear benchmark for firms building specialist SEND services

This certification is designed to elevate professional standards and strengthen outcomes for SEND families.

A professional community committed to safer SEND planning

SENDA brings together advisers and organisations who share a commitment to improving outcomes for SEND families.

The best results happen when professionals collaborate. Our community includes financial advisers, private banks, wealth managers, legal firms, charities, life offices, trust experts and support services.

Together, we share insight, solve complex cases, raise professional standards and strengthen the safety net for vulnerable families.

We’d love you to be part of it.

Senda community illustration

Special Needs Planning: The Newsletter

Your monthly guide to everything Special Needs Planning.

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