News

20^th September 2023: Saga, the UK's specialist in products and services for people over 50, has launched a brand-new legal service in partnership with Co-op Legal Services. Through the new legal service, Saga customers will be able to access advice and guidance from the legal specialists at Co-op Legal Services, on a range of planning solutions, from standard will drafting, to complex Inheritance Tax solutions and the protection of assets.

 Co-op Legal Services will provide Saga Legal customers transparent, fixed fee pricing and all quotes will be provided on a no-obligation basis, offering customers ease and expert guidance from legal support around estate planning and most of all, peace of mind.

Saga customers can enjoy benefits such as:

• A free 10-point legal review to ascertain the specific needs of the customer and act as a starting point for tailored support
• Free bereavement support to provide assistance and guidance in difficult times

Saga Legal has been launched specifically with the over-50s customer in mind, combining Co-op Legal Services’ well-established legal offering with Saga’s deep understanding of the distinct set of needs and preferences of those over-50.  Saga’s proprietary research shows that 63% of Saga customers have a will that is fully up to date, although only a quarter of customers are reviewing their wills every 3-5 years as recommended. Of those without a will 40% said that an affordable will service would motivate them to create one, while a further 29% are looking for more guidance on how to prepare a will.¹

Saga Legal customers can access advice and will-writing services from Co-op Legal Services through a range of channels including digital, telephone and face-to-face options. Charges for these services are fixed, irrespective of channel, ensuring that no customers are disadvantaged by their preference.

For more information, please view the Saga Legal home page here: https://www.saga.co.uk/money/legal-services

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.”