Death is still such a taboo for British. Whether it’s our own death or the death of a loved one, we don’t want to think about it. However the reality is, it can be made more bearable by having a plan in place. Less than 1% of people who planned funerals for their loved ones [...]
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.
As of 2nd July 2018, improvements will be made to the following products: 55+ Mortgage 55+ RIO Mortgage 55+ Retirement Interest Only Mortgage: Maximum Loan Value - £1m (was £500k) Maximum Property Value - £3m (was £1m) 55+ Mortgage: Maximum Loan Value - £1m (was £500k) Maximum Property Value - £3m (was £1m) Minimum Equity - [...]
The 55+ Retirement Interest Only Mortgage The UK's first residential 'no end date' mortgage for over 55's from a company dedicated to later life lending since 1965. What is it: A residential interest only mortgage for over 55’s with no end date or term, which means it will take a borrower through to the end [...]
Buy to Let, First Time Buyer and Older Borrowers What happens next? Products will be available on sourcing systems from today You can find downloads for our product portfolios below and on our website Our Intermediary Support Team are available to discuss any questions you may have on 01282 440583. What's changing? Residential Live from Monday [...]
Will and Estate Planning Software Increase your earning potential with our simple to use software Fantastic income generator £170 per mirror Will £1,100 for Lasting Powers of Attorney for a couple Simple to use Write a Will in minutes in your client's home Available on up to 2 devices Including your tablet and mobile phone [...]
Lifetime Mortgage application form We would like to let you know that the lifetime mortgage application form has changed. Download the application form To avoid delays in processing, please make sure all relevant sections of this form are completed in black ink and by printing in capitals. It’s important this form is fully [...]
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 [...]
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