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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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AKG Report – House Of The Rising Sum
AKG’s industry research paper, predicts steady growth for equity release but highlighted lingering concerns about risk management and a need to support vulnerable customers.
Download -
Later life lending review 2019
2019 Later Life Lending Report: Retirement Debt
Download -
Borrowing in Later Life Report 2022
This report, created in collaboration with the Centre for Economics and Business Research (Cebr), looking at the difference in borrowing over the age of 55.
Download -
Market Review - Q1 2023 from Roland Steere
Director of Funding, Roland Steere, gives an industry market update for Q1 2023.
Download