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The later life lender

Start your KFI now to help your client get the retirement they deserve.

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
Building your knowledge

15 tips for improving website visibility

Make your website more visible with these 15 handy tips
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Getting started
12 things your website needs

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.
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Getting started
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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.
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Building your knowledge

A guide to social media

Take advantage of the opportunities offered by social media...
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Marketing must-haves for Financial Advisers in 2020 and beyond

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Marketing and lead generation for financial advisers - simple, proven ideas that work

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Building your knowledge

What steps advisers can take to better engage with clients, given the trust-gap in the retail financial services sector

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Building your knowledge
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Modern lending features

This webinar will discuss some of the different lifetime mortgage features available in the market.
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Building your knowledge

A guide to lending criteria

We've created this handy document to help you spot property pitfalls during the fact-find process.
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Getting started

Who to contact

A useful factsheet to help get you the support you need
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A guide to lifetime mortgages

Help educate your clients
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Getting started

Medical questionnaire

Your client could qualify for enhanced LTVs if they answer yes to any of these questions
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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.
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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. 
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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.

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Getting started

Common conditions eligible for an enhanced plan

Eight common conditions which could mean your client is eligible for an enhanced plan
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Building your knowledge

The park

When we make assumptions about clients, we can find ourselves in awkward situations...
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Building your knowledge

The proposal

Not finding the truth straight away with a client can make things awkward...
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Getting started

The adviser

Not everything is as it seems with this client...
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Building your knowledge

The lift

Don't let yourself and your clients end up in a tricky situation...
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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.
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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.
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Building your knowledge

The loo

It's not always what you think it is with clients...
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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...
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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.
 
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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
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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 who gathered at our Later Life Lending Symposium events in September 2019 give their insights to the opportunities that await advisers and intermediaries working in this market.#LLLS2019
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Getting started

Later life lending review 2019

2019 Later Life Lending Report: Retirement Debt
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Later life lending review 2018

more2life and Cebr explore the size of the 2018 later life lending market
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Building your knowledge

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

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Building your knowledge

Equity Release Council update with David Burrowes

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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.