Later Life Planning Update – January 2018

Later Life Planning Update – January 2018

Welcome to our latest update dedicated to the topic of later life planning.

We will seek to arm you with all the tools and knowledge you will need to satisfy all of your clients’ financial needs as they approach retirement.

Please take the time to read through the update as there may be some information that is important to you.

Family BS: Help your clients boost their finances

By |January 17th, 2018|Categories: 01. January, 18, 2018, Lending into Retirement, Provider News|

Don’t forget to consider the Family Building Society’s Retirement Lifestyle Booster mortgage as an alternative to Equity Release, for your clients who are mortgage free.  How the Retirement Lifestyle Booster works Provides a fixed amount [...]

Ipswich BS: We think things should get better with age

By |January 17th, 2018|Categories: 01. January, 18, 2018, Lending into Retirement, Provider News|

At Ipswich Building Society, we think things should get better with age Older and retired borrowers continue to experience difficulty in the mortgage market, despite research from the Council of Mortgage Lenders in 2016 [...]

Later Life Planning Update – January 2018

By |January 17th, 2018|Categories: 01. January, 18, 2018, Lending into Retirement, Provider News|

Welcome to our latest update dedicated to the topic of later life planning. We will seek to arm you with all the tools and knowledge you will need to satisfy all of your clients’ [...]

By |2019-03-12T10:52:56+00:00January 17th, 2018|01. January, 18, 2018, Lending into Retirement, Provider News|0 Comments

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Phone: 01564 732 749

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Like the friendly can do approach, keep it up!
Michael McGuiness, Adviser
My experience with TRM so far has been excellent I can’t tell you how much you guys have lifted me since March. The positive approach shown by everyone to get the business on and to get the commission paid is up lifting. What a breath of fresh air, great Network and fantastic positive attitude.
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