Tools to help you

Giving you the tools you need to have the right conversations with your clients and be the best in every scenario is something that we're passionate about. You can conduct research into plans and easily demonstrate our features using our online calculators - even when you're out in the field.

Inheritance protection calculator

Loan to value calculator

Partial repayment calculator

Equipping you with the right tools

Your time is best spent working directly with your clients, to help them achieve the retirement that they truly deserve.

This is why we have created a range of tools, so that you can easily continue to offer the best advice possible on the go, anytime, anywhere.

From learning the benefits of making partial repayments over time, to helping understand inheritance protection and more, our handy tools ensure you stay updated on how our lifetime mortgages work, and can help you educate your clients about some of the features available with our plans.

Learning lab

Empowering you to accelerate the growth of your business.

COVID-19 plan changes

This handy document outlines all plan modifications made in light of COVID-19, including valuation processes.

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BestAdvice Intelligence - Later Life Lending Report 2020

This BestAdvice Intelligence report aims to give mortgage advisers a clear picture of the key later life lending providers delivering products to the mortgage intermediary market.

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Lending restrictions

What types of lending restriction are currently in place across the market to account for the COVID-19 crisis?

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Remote valuations & legal advice video

In light of process changes needed to cope with business in the time of the COVID-19 pandemic, industry legal & valuation experts from e.surv & Equilaw join Stuart Wilson of more2life to discuss these changes..

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