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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.
Download
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.
Other articles
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Borrowing in Later Life Report 2022
This report, created in collaboration with the Centre for Economics and Business Research (Cebr), looking at the difference in borrowing over the age of 55.
Download -
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.
Download -
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Dig deeper for better outcomes
Managing Director, Ben Waugh, shares his throughts on why asking the right questions is key in a Consumer Duty world
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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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