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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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Market Review H1 2023 - Roland Steere
Director of Funding, Roland Steere, gives an industry market update for H1 2023.
Download -
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.
Download -
Later Life Lending Symposium opening address by Dave Harris CEO at more2life
View 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.
Download