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As a leading equity release lender, we have a deep interest in not only supporting advisers, but helping them
to better serve their customers. As part of this, we have undertaken regular research into vulnerability since 2018 – and spoken to over 600 advisers – with the most recent research being undertaken in February 2020.
Advisers were asked how they recognise vulnerability, why are their clients vulnerable and how do they ensure vulnerable customers understand the equity release process? Advisers were also asked about the involvement of their clients’ families and more.
This detailed report delves into our research, and reveals some insightful findings.
Download
to better serve their customers. As part of this, we have undertaken regular research into vulnerability since 2018 – and spoken to over 600 advisers – with the most recent research being undertaken in February 2020.
Advisers were asked how they recognise vulnerability, why are their clients vulnerable and how do they ensure vulnerable customers understand the equity release process? Advisers were also asked about the involvement of their clients’ families and more.
This detailed report delves into our research, and reveals some insightful findings.
Other articles
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Market review - Q1 2024
The annual lending volumes in lifetime mortgages (LTM) halved from 2022 to 2023 as interest rates spiked, LTVs were trimmed, and various parties left and re-entered the market. So, after a quarter of more stability, where are we now?
Download -
What is the outlook for the Later Life Lending market?
With the later life lending market set to almost double over the next decade, a number of industry experts give their insights to the opportunities that await advisers and intermediaries working in this market.#LLLS2019
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Dig deeper for better outcomes
Managing Director, Ben Waugh, shares his throughts on why asking the right questions is key in a Consumer Duty world
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Where are rates heading now? | Roland Steere
In this article, Roland underscores the need to educate clients about the current rate environment, helping them understand that they reflect long-term averages rather than anomalies.
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