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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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