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.
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
Later Life Lending Symposium opening address by Dave Harris CEO at more2life
Market Review - Q1 2023 from Roland Steere
Director of Funding, Roland Steere, gives an industry market update for Q1 2023.
Vulnerability Report 2023
'Who are you calling vulnerable?' - a report on how the equity release market supports its customers