As the face of retirement evolves, so must the range of financial products available to clients entering later life. You can help more clients realise their retirement ambitions through our enhanced retirement interest only mortgages (RIO). We’ve developed our RIO mortgages to meet the needs of those clients looking for more choice and [...]
Upturns and downturns. We’ve all been there and know things never stand still for long, Inone fell swoop interest rates and the cost of living has risen, and inflation has soared into the stratosphere. So, this month LiveMore are focusing on helping their customers to live their best lives – with their 10yr Fixed [...]
Frank Brook's Story Frank, 70 is a retired widower living near Portsmouth. He thinks his mortgage-free home is worth £200,000 based on prices achieved by his neighbours. He wants to borrow £85,000 to improve his home and garden and take his family on holiday. How can the Just For You Lifetime Mortgage help [...]
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: CanadaLife: Explore our portal for a chance to win a £100 Amazon voucher Legal and General: 5 [...]
Hi everyone, we were joined by special guest Catherine Betley from Grief Chat in the last episode. If you’ve not heard of them, the podcast provides a great overview of their work and the support they provide through the online chat service. Matt joins me in the co-host seat this week to talk about [...]
Health & Protection Longest IP Claim article Income Protection for Self Employed Clients – Podcast Hi everyone and welcome to this week’s protection update. I hope you’ve had a good week and are looking forward to the weekend. This week I put my board report together [...]
How much is your customer’s house worth? Ask your customer and will they give you an accurate figure? Chances are, they’re wrong and an inaccurate valuation will slow down the house buying process, with more than 1 in 5 mortgage applications falling at the lender valuation hurdle[1]. The situation is made more complex by [...]
Buy-to-let landlords want sustainable, long-term investments, but many risk being caught out by new environmental regulations. It seems likely that the government is will soon announce that from 2025, each rental home will have to achieve an EPC rating of C or above. However, many landlords don’t know this change is on the horizon, [...]
To mark this year's Mental Health Awareness Week, today's insight examines why income protection insurance is arguably the best solution when it comes to protecting a client's mental health. Read Here
One of the biggest questions landlords have been asking themselves in recent times is, to incorporate or not to incorporate. As ever, the answer lies within the circumstances of each and every landlord and their portfolios. Holding property in a limited company structure is not always the right solution for everyone. However, it’s evident that this [...]
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