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:
- Canada Life add new dates to equity release exam workshops;
- Legal & General add new dates for equity release CII workshops;
- Pure Retirement make changes to Max range.
Just: LTV changes and increase to our J5 interest rate
We've increased the LTV’s on our J2, J3 and J4 as follows: Customer age (based on youngest customer) J2 J3 J4 Single Life Joint Life Single Life Joint Life Single Life Joint [...]
Pure Retirement: Changes to our Max range
Rate and LTV Changes Please note that these changes will take effect from Friday 22nd February. MER AER Max Plus DD1 Age 60–71: 5.97% Age 60–71: 6.14% Age 72+: 5.69% Age 72+: 5.84% [...]
L&G Mortgage Club: Attract new clients with our promotional tools
With our new Income Lifetime Mortgage TV campaign now live, we’ve created a range of tools and white label materials to help you attract new clients - See our new marketing templates Many people tell [...]
LV=: Extended and improved lifetime mortgage underwriting criteria
Equity release is no longer seen as an option of last resort, which only a handful of advisers consider for their clients, but now forms part of holistic financial advice. Due to the increasing levels [...]
Later Life Planning Update – February 2019
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 [...]
