Optional Payment Lifetime V Retirement Interest Only Mortgages

Presented by

Sara Freer Key Account Manager and Michelle Peskett

About this talk

How our Optional Payment Lifetime & Retirement Interest Only Mortgages can be used amongst advisers Presented by Sara Freer Key Account Manager ACII, Cert CII (MP&ER) and Michelle Peskett National Account Manager DipPFS, Cert CII (MP & ER) For many people aged 55 and over, the road to retirement looks a little different to how it did a decade ago. This webinar will provide insight into our later life mortgage products focusing on our OPLM and RIO, how the two can support different client needs, the product features, and differences along with the suitable property criteria. Objectives: 1. Consider how an OPLM or RIO can be used within your planning conversations with clients. 2. Understand how taking out one of our later life mortgages can help clients plan their finances for the future. 3. Learn how our OPLM could enable clients to reduce the amount they owe over the lifetime of the product. This is not a consumer advertisement. It is intended for professional advisers and should not be relied upon by private customers or any other persons
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Our content provides in-depth, up to date insights for financial advisers interested in this market. Our mission is to help as many people as possible achieve financial security in later life and enjoy the colourful retirement they want and deserve. There are nearly 12 million people in the UK aged 65 or over and this segment is growing. We believe that working together with advisers, there is an opportunity to transform and improve the retirement and lending marketplace. This channel supports financial advisers and wealth managers in the UK’s retirement sector. This is not a consumer advertisement and should not be relied upon by private customers or any other persons.