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.
Other articles
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Clutter helpsheet
As severe clutter climbed the list of the most common reasons for declined cases at more2life, from 6th to 3rd between 2019 and 2020, we take a look at why severe clutter is an issue for underwriting lifetime mortgages.
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What challenges do Later Life Lending Advisers face?
With a rapidly changing and evolving market, hear from some of the later life lending market's leading experts discuss the challenges and opportunities that advisers and intermediaries working in this market are facing right now.
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The park
When we make assumptions about clients, we can find ourselves in awkward situations...
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Verifying identification
What documents can be used to verify your client's (and any attorney's) identity when making an application for more2life
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