Category: Equity release
The guide was designed to ensure consumers receive a high-quality and personalised service from their advisers and so that case files capture sufficient details.
An estimated 6% of over-55s are considering equity release as a result of the coronavirus pandemic, according to SunLife.
Older homeowners have gifted more than half a billion pounds to family in 2020, according to Key.
The new bespoke service will be available to club members via Air Sourcing covering cases looking for a loan amount of £250,000 or more.
The masterclass will be part of a series of thirty-minute webinars for advisers, which the lifetime mortgage provider will be running from Monday 23 November for two weeks.
Popular reasons were to fund home improvements, pay off existing debt and to support family and friends.
John Lamb Hill Oldridge has seen a marked uptick in the number of enquiries from people in their sixties who are considering all their assets to see if they can unlock much needed capital.
The ‘Temperature Check’ service analysis has been designed to give smaller advisers a collective voice in terms of providing feedback on providers’ service levels.
‘On Air’ will deliver a range of different sessions to advisers covering a variety of later life lending topics including legals, marketing, products, system demonstrations and more.
A third (34%) of those planning to retire in 2020 continue to financially support their families with regular handouts amounting to over £3,700 per year,…