Equity release advisers & social media Recently, we undertook some research into the social media habits of equity release advisers, and the findings were interesting to say the least. While 79% of advisers use social media, only 38% stated that they use social media to promote their advisory services. 74% of advisers also said [...]
Following on from our popular Equity Release Exam Workshops, the Equity Release Lead Generation Workshops have been developed for Equity Release advisers who are newly qualified or want to increase their engagement with the sector. They have been designed to help you: Become the local area expert for later life lending Create a new income [...]
You work hard to develop close working relationships with your clients so that you provide value to them. You think about their needs and their circumstances before a meeting to ensure that the advice and products are suited to them. So let’s consider where funeral plans sits in that process. You provide trusted advice around [...]
CPD Modules Click on the button below to be taken to Aviva's equity release CPD modules. Choose the modules relevant to your personal development. Modules 1 and 2 are aimed at those not active in the equity release market. Modules 3 and 4 provide support to help you build your equity release business. CPD [...]
Clients borrowing into later life? New options from Ipswich Building Society. Since the implementation of the Mortgage Market Review (MMR) in 2014, borrowers in their mid-forties and above found they had a reduced choice of mortgage products in the UK. This, coupled with updates to state pension and retirement laws, has significantly changed the [...]
If you asked your client to name their biggest asset, what would they say? Their house? If you think about it, their house is actually their biggest liability (assuming they have a mortgage). And believe it or not, your client's income is actually their biggest asset. Take a typical 30-year-old earning £27,000 a year and [...]
As part of our #QualityMattersMost marketing campaign, April and May saw us focus on trying to help advisers "Beat the Comparison Sites". To help you take on the aggregators, we've created a mini-guide for you. In the guide you'll find plenty of helpful advice, top tips, key stats and a client-facing sales aid. To download [...]
Quality and affordability for all, without compromise. Ill health doesn’t discriminate by occupation, age or income Whether a lawyer, teacher or carpenter, the everyday lifestyle choices made by your clients have a direct influence on both their current and future health. In the UK 62% of adults are classed as either obese or overweight1. [...]
Our second State of the Protection Nation report is now available to download. Packed full of statistics and useful insights, it reinforces many of the beliefs we already have about customers. It also highlights areas of opportunity for you in both approaching the protection conversation and to overcoming barriers to sale. Add tools to your [...]
The relationship between mental and physical health Health-related lost productivity is the costing the UK economy an estimated £77.5 billion a year. Employees engaging in healthy lifestyle behaviours have significantly reduced incidence of mental health problems. Employees with four or more musculoskeletal issues were twice as likely to suffer from work-related stress as those [...]
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