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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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Where are rates heading now? | Roland Steere
In this article, Roland underscores the need to educate clients about the current rate environment, helping them understand that they reflect long-term averages rather than anomalies.
Read now -
Vulnerability Report 2023
'Who are you calling vulnerable?' - a report on how the equity release market supports its customers
Download -
What are your thoughts and views of the future of the market?
Final thoughts from our Later Life Lending Symposium. If you missed this round, will you be at the TWENTY20 events? Watch your inbox for more details. #LLLS2019
Watch now -
Market Review H1 2023 - Roland Steere
Director of Funding, Roland Steere, gives an industry market update for H1 2023.
Download