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Designed to be used alongside the Lender Lens Live webinars, this workbook helps advisers expand their knowledge, explore innovation, and deliver better outcomes in later life lending, featuring key takeaways, reflective questions, and practical tools to enhance your CPD learning.
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  • Growth toolkit

    more2life launch Growth Toolkit to help advisers build referral networks

    more2life, the later life lender, has announced the launch of a new Growth Toolkit, designed to help specialist later life advisers build strong referral relationships with other financial professionals and generate new sources of client introductions.
     

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  • Budget 2025: What advisers need to know about lifetime mortgage rates By Roland Steere, more2life

    Budget 2025: What advisers need to know about lifetime mortgage rates

    With the Budget set for 26 November, advisers should watch how it may impact long-term borrowing costs — and lifetime mortgage rates. Roland Steere of more2life explores what could move markets and why timing matters for clients.

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  • Where are rates heading now?

    In this article, Roland Steere underscores the need to educate clients about the current rate environment, helping them understand that they reflect long-term averages rather than anomalies. 

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  • Why lifetime mortgages are becoming a critical IHT planning tool

    Inheritance Tax (IHT) continues to prove a useful levy for the Treasury. The latest official data shows that receipts for the first quarter of the tax year came to a new record high of £2.2 billion, a jump of £100 million on the same period of last year. Read more to find out what more2life CEO, Dave Harris, has to say...

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