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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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Equity Release Council update with David Burrowes
Watch now -
Borrowing in later life report
This report, created in collaboration with the Centre for Economics and Business Research (Cebr), is the fifth and latest of our annual reports which delve into the debt levels of borrowers in later life.
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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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Later life lending review 2018
more2life and Cebr explore the size of the 2018 later life lending market
Download