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This webinar was held by our own more2life Marketing Director Stuart Wilson, and guest speakers Lucy Batten and Tim Farmer. This webinar focuses on the more2life research, in which we asked equity release advisers their thoughts on spotting vulnerable clients.
Tim is an award winning author and expert witness specialising in the assessment of mental capacity. Lucy is the Technical Solicitor at Equilaw, who will be discussing client capacity and vulnerability, lender requirements for Power Of Attorney’s, and recommended investigations for capacity/duress concerns.
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Time is now for advisers to embrace later life lending
Dave Harris, more2life CEO, explains why it's imperative mainstream mortgage advisers begin to embrace innovative later life lending products to meet client needs, fulfil regulatory expectations, and improve earnings, as demand for flexible equity solutions grows.
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Clutter helpsheet
As severe clutter climbed the list of the most common reasons for declined cases at more2life, from 6th to 3rd between 2019 and 2020, we take a look at why severe clutter is an issue for underwriting lifetime mortgages.
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How making repayments can help your clients manage their total cost of borrowing
The option for your clients to make ad-hoc or regular repayments is one which may help them save thousands over the lifetime of their borrowing.
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What challenges do Later Life Lending Advisers face?
With a rapidly changing and evolving market, hear from some of the later life lending market's leading experts discuss the challenges and opportunities that advisers and intermediaries working in this market are facing right now.
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