Later life lending is rapidly moving from niche to norm. UK demographics and borrowing needs are shifting, with more customers looking to lend into retirement - creating both a threat and an opportunity for traditional advice models.
As regulatory focus continues to move toward demonstrable customer value, firms that rely on a siloed approach risk increased scrutiny, while those that evolve can extend relationships, improve retention, and grow customer lifetime value well into later life.
To help you turn this shift into a resilient growth lever, join our webinar for firm principals, or contact your BDM for tailored support and access to your Growth Toolkit.
Niche to Norm: Build a scalable later life lending referral proposition
Later life lending is a growing opportunity, but it’s still treated as “niche” in many firms. This webinar shows how to build a referral proposition other advisers will trust and your firm can scale. We’ll cover positioning, introducer targeting, service standards and handovers, plus the communication and feedback loops that create consistent referral flow and support commercial growth.
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.
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