Learn with us
From materials to share with consumers through to CII accredited CPD webinars, we've got your back covered with practical resources to build your knowledge and create opportunities for your business.
- Marketing
- Working with us
- Knowledge is power
- Market insight
Getting started
Marketing with purpose
Simon Martin, Director at moreish Marketing joins us for the Later Life Lending Symposium 2020
Getting started
Marketing for Financial Advisers post COVID-19: What we've learnt in 2020 so far
Join Phil Calvert as he talk to us in 'The Later Life Lending Symposium: The Transformers:'
Building your knowledge
How professional do you appear to your client on screen? Why does this even matter?
Ges Ray joins us on The Later Life Lending Symposium - Summer Refresher
Building your knowledge
Boost your digital presence in 5 steps
What is your digital presence, why is it important, and how can you control & influence it? This download tells you just that.
Getting started
Free Google tools to help your business thrive
Google is much more than just a search engine, it has become the backbone of businesses; providing tools and insight to help you turn searchers into customers. They have a plethora of free tools that can help your business to thrive.
Building your knowledge
15 tips for improving website visibility
Make your website more visible with these 15 handy tips
Building your knowledge
What steps advisers can take to better engage with clients, given the trust-gap in the retail financial services sector
Getting started
12 things your website needs
Did you know 70-80% of people research a company online before visiting them or making a purchase? Your website should give your visitors the information they need and instil trust, whilst being a joy to use. Ensure your website is optimised with these 12 tips.
Getting started
Why is marketing an important skill for advisers?
With such high demand from advisers and intermediaries for marketing support and advice, our Later Life Lending Symposiums were designed to give those working in the market a greater insight into this important skill.
Building your knowledge
A guide to social media
Take advantage of the opportunities offered by social media...
Getting started
Marketing and lead generation for financial advisers - simple, proven ideas that work
Phil Calvert joins the Remote Later Life Lending Sympsium
Getting started
Weapon of choice
Watch the first short film in our series to discover how our plans ensure that you're equipped to reach mission success and help your clients secure the retirement that they deserve.
Getting started
Armed & dangerous
Discover how our tools & wide selection of resources can help you be the best in every scenario, and watch the second installment of our short film series.
Getting started
Target acquired
The 3rd installment of our short film series lets you know how our marketing & lead generation resources can help you find new clients.
Getting started
On his client's speedy service
The final short film in our series explores how our technology can support you with speed on your mission to get your clients the retirement they deserve.
Building your knowledge
Fully-automatic 005 - a guide to more2life lending features
Learn more about more2life lending features and how they can help your clients.
Getting started
We've got your back - a guide to more2life service
The guide to more2life service lets you know exactly what to expect for you and your clients when working with us.
Building your knowledge
Case management and updates
Learn how to obtain case updates and best utilize our online portal in the newest addition to our fastpath tutorial series.
Getting started
Who to contact
A useful factsheet to help get you the support you need.
Building your knowledge
Flexi drawdown helpsheet
This helpsheet lets you know how the drawdown function works across our Flexi range of plans.
Getting started
fastpath guide
Get the most out of fastpath with this informative guide.
Building your knowledge
COVID-19 plan changes
This handy document outlines all plan modifications made in light of COVID-19, including valuation processes.
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A guide to lifetime mortgages
Help educate your clients about lifetime mortgages with this handy guide.
Getting started
Navigating fastpath demo
Not sure where to find what you need in fastpath? Not a problem; this demo helps with just that.
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Creating a KFI on fastpath demo
This brief demo shows you how to create and amend a KFI in fastpath, our market-leading portal.
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Registering on fastpath demo
This short demo takes you through the quick & easy process of registering on fastpath
Getting started
For advisers on a mission - your guide to more2life
What can you expect of more2life, and what can we offer you as a later life lending adviser?
Getting started
A customer's guide to more2life
Who are more2life and how can we help your clients on their journey through later life?
Building your knowledge
Remote conveyancing process
This handy download gives you all the information you need to understand how the equity release conveyancing process works in a COVID-19, socially-distanced world.
Building your knowledge
A guide to remote valuations
This handy document outlines the processes for remote valuations
Building your knowledge
Lending criteria guide
We've created this handy document to help you spot property pitfalls during the fact-find process.
Getting started
Medical questionnaire
Your client could qualify for enhanced LTVs if they answer yes to any of these questions
Building your knowledge
Lending restrictions
What types of lending restriction are currently in place across the market to account for the COVID-19 crisis?
Building your knowledge
Remote valuations & legal advice video
In light of process changes needed to cope with business in the time of the COVID-19 pandemic, industry legal & valuation experts from e.surv & Equilaw join Stuart Wilson of more2life to discuss these changes..
Getting started
A guide to telephone based advice
This guide is designed to outline how to approach telephone based advice, from understanding the unique compliance requirements, to tech support and potential client trepidation.
Getting started
Keeping clients informed in a socially distant world
What should you be communicating to your clients, prospects and colleagues at this time, and what are the best ways to get your message out?
Getting started
17 tips for working at home successfully
This guide gives you 17 handy tips to get the most out of working from home, and to keep you productive throughout the day.
Getting started
Spotting an equity release client
Understanding how versatile equity release can be and how it could help some of the clients you already have.
Building your knowledge
Practical tips for advising vulnerable clients
This webinar was held by our own more2life Marketing Director Stuart Wilson, and guest speakers Lucy Batten and Tim Farmer.
Getting started
Common conditions eligible for an enhanced plan
Eight common conditions which could mean your client is eligible for an enhanced plan
Building your knowledge
The park
When we make assumptions about clients, we can find ourselves in awkward situations...
Building your knowledge
The proposal
Not finding the truth straight away with a client can make things awkward...
Building your knowledge
The lift
Don't let yourself and your clients end up in a tricky situation...
Getting started
Why are these symposiums so vital to advisers?
A range of industry experts give their views on why these sorts of events are so vital for today's modern later life lending adviser.
Getting started
What challenges do Later Life Lending Advisers face?
With a rapidly changing and evolving market, hear from some of the later life lending market's leading experts discuss the challenges and opportunities that advisers and intermediaries working in this market are facing right now.
Building your knowledge
Useful stats about vulnerable clients
We did some research with advisers about your thoughts on vulnerable clients, and this is what you said...
Building your knowledge
Later life lending report 2020
The later life lending report, which focuses on the borrowing habits of those aged 55 and over, was conducted by the Centre for Economics and Business Research (Cebr) and is now in its fourth year.
Building your knowledge
BestAdvice Intelligence - Later Life Lending Report 2020
This BestAdvice Intelligence report aims to give mortgage advisers a clear picture of the key later life lending providers delivering products to the mortgage intermediary market.
Getting started
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.
Getting started
What are your thoughts and views of the future of the market?
Final thoughts from our Later Life Lending Symposium. If you missed this round, will you be at the TWENTY20 events? Watch your inbox for more details. #LLLS2019
Getting started
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
Getting started
Later life lending review 2019
2019 Later Life Lending Report: Retirement Debt
Getting started
Later life lending review 2018
more2life and Cebr explore the size of the 2018 later life lending market
Building your knowledge