Backing your brilliance

Every adviser is different– no two are the same. Especially when it comes to making a difference to your clients’ later lives. That’s why we offer different ways for you to grow and learn.

We listen and develop our support in a way that works for you. Whether it’s a webinar, an online learning programme, or infographics and articles – our materials are simple to use and easy to access.

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Later life mortgages

A later life mortgage can help transfer money to children or grandchildren, perhaps to help buy a first home, or even help pay off their existing interest-only mortgage.

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Guaranteed income

A guaranteed income can play an important role in retirement planning, whether as part of a phased retirement or in combination with income drawdown.

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Care funding

Lifetime Care Plan, our immediate needs annuity, could help your clients fund their care needs.

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Adviser Academy

Discover our range of CPD qualifying content, book to attend an event, or take a look at our latest articles and insights.

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Knowledge hub

Applying our resources, we’ll help you tackle the issues people face in later life. Exploring the challenges and identifying new ways to support you and your clients.

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Support

We provide resources to help you build your business and support your clients.

Latest articles

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Bank of Family

With Bank of Family lending expected to hit £10 billion by 2025, there’s a huge opportunity for you to guide more families through the process. Read our article.

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Embracing your client's future with confidence

With the current economic uncertainty here in the UK, later-life homeowners may be feeling less stable than they expected. Read our article to find how we're embracing the future.

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Home improvements making later life more accessible

Chronic illness and disability mean a ‘normal’ life at home can be increasingly difficult for many of your clients. But leaving their home for a more suitable property or to go into care is something many would like to avoid. With your help, there is a way they can stay.