Supporting you to make more of later life lending

Later life lending is no longer a side discussion that sits outside mainstream advice. The needs, expectations and financial behaviour of older homeowners have already shifted, and regulation is now starting to follow that reality.

As later life lending moves into the norm, referral partnerships need to evolve with it - becoming clear, consistent, and embedded within client journeys rather than treated as a specialist add-on.

To help you make the most of this market opportunity, join our adviser webinar or contact your BDM for tailored support and access to your Growth Toolkit.

Join our Webinar

Niche to Norm: Later life lending referrals made simple and safe

Later life lending is a growing client need, but it’s still treated as “niche” by many advisers. This webinar shows how to offer a clear specialist referral route that other advisers feel confident using. We’ll cover how to position the referral proposition, explain the value for their clients and their business, and run handovers and updates so everyone feels protected and informed.

Key benefits of attending:
  • Why later life lending is moving from niche to mainstream
  • How to position confident, trusted referral routes
  • Build repeatable referrals with clear standards and feedback
Register your interest

Access your Growth Toolkit

With our Growth Toolkit you'll have the tools, knowledge and resources available to build a trusted referral network that advisers will want to use, and also learn how more2life can support you and your clients with our products and technology available to continue delivering good customer outcomes.

Get in touch

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