Category: Equity release
He joins more 2 life with over 12 years of experience within financial services industry and was previously a BDM at dormakaba, providing cloud-based access control systems to SMEs.
It will take place at the Madejski Stadium, Reading on the 25 June,targeted at advisers working in the later life market looking to broaden their knowledge. The key note speaker is former WBC Heavyweight boxing world champion, Frank Bruno.
The report entitled ‘Cracking the Care Code’ showed about 44% said they would use savings and investments to fund some or all of their care, 40% believe their pension income will be enough and around 19% said they would need to use property wealth.
The workshops, targeted at advisers who are already qualified to offer equity release, aim to give IFAs the know-how to establish themselves as the later-life lending experts in their local area.
Some 26% of retired homeowners used equity release in the South West last year and 25% in Yorkshire & The Humber used some or all of the cash to support children.
The expansion into Turing House will be the epicentre for the company’s equity release advisory firm Key, housing a customer engagement team, estate planning department, business quality control team and the businesses referral arm Key Partnerships.
The products are available through advisers for all homeowners aged 55 and over.
Customers are able to redeem their loan in full without the application of an early repayment charge if they need to move to a new property that does not meet Aviva’s lending criteria, subject to terms and conditions.
The Leeds-based provider, alongside sister company, Age Partnership Group helped Nationwide to enter the equity release market in 2017, will manage the set-up and ongoing customer servicing of Nationwide equity release customers.
Two years ago, Fluent Money’s head count had reached 100 but has now grown to 276, with all team members working from the head office building, based on the site of the old locomotive building works at Horwich, and the company plans for further expansion this year.