It’s time to think differently about later life mortgages
Property wealth in over 55s
Many advisers are already using later life mortgages to help clients make smarter choices about their finances.
As house prices continue to rise, are you considering how clients with sizeable property wealth could utilise one of their biggest assets?
A later life mortgage is a loan for over 55's, secured against your client's home.
Think Differently video series
We've launched our ‘Think Differently’ video series where we partnered with tax expert Tony Wickenden, founder of Technical Connection.
Throughout the series, Tony provides advisers with a wealth of content to support with planning conversations.
- Episode 1: Investigating an ‘All asset’ approach to financial planning
- Episode 2: Intergenerational planning with a lifetime mortgage
- Episode 3: A tax efficient approach to decumulation
- Episode 4: How clients can use a lifetime mortgage to facilitate lifetime giving
Supporting your professional development
Our series of events, webinars and articles are designed to develop your industry knowledge.
Adviser Academy
Visit our Adviser Academy to access our latest webinars on-demand and CPD articles, to help build your confidence with later life mortgages.
Events
We offer a series of CPD-accredited events, to help you pass your ER1 exam and provide ongoing support to you in this market.