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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 must-haves for Financial Advisers in 2020 and beyond

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.
Getting started

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. 
Getting started

Creating a KFI on fastpath demo

This brief demo shows you how to create and amend a KFI in fastpath, our market-leading portal.
Getting started

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

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...
Getting started

The adviser

Not everything is as it seems with this client...
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

The loo

It's not always what you think it is with clients...
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

Vulnerability report 2020

'Who are you calling vulnerable?' - a report on how the equity release market supports its customers
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

Later Life Lending Symposium opening address by Dave Harris CEO at more2life

Building your knowledge

Equity Release Council update with David Burrowes

Take a client from KFI all the way to completion without filling in any paperwork. This together with automated, digital processes means you spend less time doing paperwork, and more time growing your business.

 
This website is intended for intermediaries only and has not been approved for customer use. more2life Limited. Registered in England No 5390268. Registered Office: Baines House, 4 Midgery Court, Fulwood, Preston PR2 9ZH. more2life is authorised and regulated by the Financial Conduct Authority.