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This website is intended for financial advisers only and has not been approved for non financial advisers.

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10.20

Vulnerability report 2020

'Who are you calling vulnerable?' - a report on how the equity release market supports its customers
As a leading equity release lender, we have a deep interest in not only supporting advisers, but helping them
to better serve their customers. As part of this, we have undertaken regular research into vulnerability since 2018 – and spoken to over 600 advisers – with the most recent research being undertaken in February 2020.

Advisers were asked how they recognise vulnerability, why are their clients vulnerable and how do they ensure vulnerable customers understand the equity release process? Advisers were also asked about the involvement of their clients’ families and more.

This detailed report delves into our research, and reveals some insightful findings.
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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.