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What is the positive change that has emerged through new collaborations or partnerships during Covid-19 that your project is going to embed?

The ongoing COVID-19 pandemic has brought untimely death (40,000+ in the UK alone) to people’s attention and a need to make appropriate plans for an unpredictable future.

With patient visits often prohibited in hospitals for safety reasons and patients frequently intubated and under anesthesia, many COVID-19 patients have been unable to address their family’s financial situations.

Getting financial planning right has an enormous emotional and material impact on loved ones and family and its effect has come into sharp focus during the COVID pandemic where often families last see their relative when they were admitted to hospital with COVID-19.

Q members with experience from the financial sector have paired with NHS staff during the pandemic to start exploring solutions to this widespread problem.

What does your project aim to achieve?

Objective: Empower all patients to easily make informed financial decisions for their future anywhere and anytime rather than having to act in difficult and often unexpected health circumstances

By enabling anyone, anywhere at anytime to securely inventory, store and track their personal estate and providing them with access to financial education they will have the ability to:

1. Improve their understanding of financial guidance and their access to financial advice

2. View their financial situation holistically to understand if / how products like protection insurance written in trust can assist their loved ones

3. Simply and affordably create and update their will

4. Share their personal financial information with their chosen partner / executor if / when probate is required

How will the project be delivered?

Our team of three bring skills and experience in finance, e-commerce, start-ups, organisational leadership, strategy, product and project management. We have been working with John Lodge (Q community member and founder of Hexitime) to understand how the NHS approaches the challenge of innovation and how best to engage with and support patients and staff. See examples of how we are engaging skills we need, for. e.g:

Applying the user centric design approach we will run a proof of concept with a prototype which will inform the development of our MVP. Our impact measurement approach is being refined with service user feedback.

Through the Q and Hexitime communities we aim to engage clinical nursing and medical staff, hospital operations and HR teams and the Academic Health Science Networks to inform design and distribution of what we are certain is a critical part of everyone’s long-term wellbeing and mental health.

How is your project going to share learning?

For us being part of the Q community is all about sharing time, experience and information in support of others. We plan to share the expertise we accumulate in the marketing, sales and contract development for such a unique and sensitive part of all our lives to inform other new and innovative projects relating to end of life. Through conferences, webinars with the Q community, engagement with charities like Marie Carrie, McMillan, Sue Ryder and others we hope to be able to change the way we approach this sometimes taboo subject and demonstrate the positive impact that financial planning can have on patients, their families and NHS staff. We are also using to share our ideas and learning with the wider improvement community and to access support from the AHSNs. This project also plans to collect and share new and practically applicable data on end-of-life financial experience.

How you can contribute

  • Clinical input
  • Advice from palliative care nurses
  • Advice from end-of-life consultants
  • Advice from HR
  • Advice from Academic Health Science Networks
  • Advice from Estates and Facilities

Plan timeline

31 Oct 2020 Workshop with palliative care nurses / consultants
30 Nov 2020 Prototype developed
1 Dec 2020 Service User engagement
18 Dec 2020 Prototype Refinement complete
24 Dec 2020 Impact Measure Definition
31 Dec 2020 Prototype user feedback complete
31 Dec 2020 Workshop with Academic Health Science Network
4 Jan 2021 Web application development begins
8 Feb 2021 Minimum viable product (MVP) testing begins
28 Feb 2021 MVP beta in production
31 May 2021 Educational material developed


  1. This is a great idea - such an important area, and one which isn't always talked about even when it's recognised that the end of life is approaching.

    Good to meet with you all recently via - I've shared your idea with colleagues too to help connect with others working in this area.

    Early engagement with people who may use this could help understand the potential barriers and opportunities too.

  2. This would have such a positive impact, good luck!

  3. This is a really worthy project with potentially huge impact on patients staff.


    Understandably the pandemic has made us all more aware of death and dying. Rather than avoiding the topic and generating anxiety, you have articulated how this could be used for to plan for the future.


    My recommendation would be consider the users themselves and how the platform could be used to scaffold those constructive conversations.

  4. Hi Edwina,

    Myself and my colleague Emma Adams (Health Transformation Partnership) are supporting the Health Foundation this year by fostering conversations between Q members and encouraging collaboration. We were Exchange applicants last year, so we’re hoping that our experience will help us to help others, as their ideas take shape.

    I really like your idea. I know you're looking for input from Life Care clinicians. I'll keep my eye out for such opportunities to make those connections. In the meantime I wondered whether you'd had chance to look at the idea 'Developing sustainable community workforce solutions: Enhancing palliative care in hospital.' It struck me that financial planning may or may not feature in the advanced palliative care delivery they describe and - if not - whether it could helpfully be an aspect of their project's appreciative inquiry. Either way I thought it might be helpful to make a connection with that team.

    Best of luck with your idea,



  5. We are specifically looking for some advice on this project from HR professionals and end of life care clinicians if you can help? Do contact me directly if you can. Thanks

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