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12th March 2026
In this video, leaders from across the more2life team share how their areas are working to support you and your clients during this period of rate volatility. From staying close to technology and key deadlines to offering practical ways to help cases move more smoothly through the pipeline, each team is focused on making sure you have the support you need. Above all, advisers are doing a fantastic job navigating a changing market, and a reminder that you’re not doing it alone. Whatever the market brings, we’re here to support you and your clients.
You can find your point of contact in our dedicated support team using this simple tool. Enter your FCA number to see your allocated contact and their details, so you can get in touch directly.
Help your customers understand how interest rates work, the impact they have on lifetime mortgages, and also the role that gilt rates play. This guide can help them build their confidence and understanding when exploring later life lending.
Respond promptly to any requests for additional information and keep an eye on your portal notes, helping the case progress without delays.
Ensure all application details are complete and correct, including full names, address history, and any key information needed to assess the case.
Ensure that you review your advice as soon as possible & provide a new KFI to reflect any changes to the loan amounts as required.