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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.

Other articles

  • Equity Release Council update with David Burrowes

    Watch now
  • 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.

  • 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

    View now
  • 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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