FALL IN LOVE WITH GI ACADEMY Last year Paymentshield created GI Academy. A new learning platform filled with modules to help advisers grab their client’s attention and convert them into GI customers. Since launching, GI Academy has helped over 1,000 advisers refine their GI expertise covering a wide variety of topics such as why sell [...]

Protection Update 25th February 2022 https://youtu.be/6bukugYzJTc Show back on the Road next month, the April NTE, Writing Protection policies into Trust Hi everyone and welcome to this week’s protection update. You should have seen that we’ve opened up the registrations for the regional roadshows that will take place in about a [...]

Welcome to our latest update dedicated to the topic of later life planning. Please take the time to read through the update as there may be some information that is important to you. This month's update includes: Livemore introduce Term Interest Only Mortgages (TIOs) Canada Life share a webinar on WeCare Pure Retirement enhance [...]

Pure Retirement Enhance Adviser Support Through A Restructured and Expanded Intermediary Sales Team Pure Retirement have underlined their commitment to supporting financial advisers in the later life lending sector through a comprehensive expansion of their Intermediary Sales team, helping to ensure that its adviser network has ready access to extensive support via relationship managers, [...]

Chorley Building Society offers a flexible approach to Later Life Lending After listening to feedback from brokers, we knew it was important to support borrowers by offering them a range of products that met their requirements for all stages of their life cycle with increasing demand to recognise their life needs. Our product range [...]

What’s on offer with WeCare Our new webinar exploring the health and wellbeing services available to home finance customers See further details here >>

Don’t spin the wheel of affordability: how to get the win for your later life clients. By Andrew Sadler, Key Account Manager, Suffolk Building Society. ______________________________________________________________________________________________________________ Getting your case approved can often seem like a game of chance, but not at the Suffolk. Our expert underwriters look at each case individually and we’ve got [...]

Livemore, helping the borrowers’ other lenders can’t reach Specialist lender, LiveMore, have launched their new Term Interest Only (TIO) mortgage for the over 50s. This product allows borrowers to get an interest only loan, with a term that matches their needs. LiveMore are a team of leading experts with specialist skills in mortgage finance [...]

The ultimate in personalised lifetime mortgage advice Later life borrowing is one of the most dynamic sectors within financial services with increasing choice and exciting growth potential. Read the full medical underwriting article now >>

LV= Which Clients could benefit from taking out a lifetime mortgage LV= have created a series of client personas to help identify who may be suitable for taking out a lifetime mortgage, download the client person below Download the Customer Persona >>