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This webinar was held by our own more2life Marketing Director Stuart Wilson, and guest speakers Lucy Batten and Tim Farmer. This webinar focuses on the more2life research, in which we asked equity release advisers their thoughts on spotting vulnerable clients.
Tim is an award winning author and expert witness specialising in the assessment of mental capacity. Lucy is the Technical Solicitor at Equilaw, who will be discussing client capacity and vulnerability, lender requirements for Power Of Attorney’s, and recommended investigations for capacity/duress concerns.
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Dave Harris, more2life CEO, explains why it's imperative mainstream mortgage advisers begin to embrace innovative later life lending products to meet client needs, fulfil regulatory expectations, and improve earnings, as demand for flexible equity solutions grows.
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We've created this handy document to help you spot property pitfalls during the fact-find process.
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Managing repayments can help your client
In today’s equity release market, the option for your clients to make ad-hoc or regular repayments is one which may help them save thousands over the lifetime of their borrowing.
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