Presented by Dan Borrill DipFA, Certs CII (MP & ER), Key Account Manager
Retirement isn’t what it used to be. Today’s resilient retirees may have experienced many life changes – from getting divorced and starting second families, to caring for both younger and older family members. Clients may need flexibility to plan their finances in retirement and if they’re aged 55 and over , they may consider unlocking some of the equity in their home.
This webinar discusses how the current market growth factors, and the changing culture of retirement is making a greater case for lifetime mortgages. We’ll explain how lifetime mortgages can be used to support home improvements, intergenerational planning, or funding care.
1. Understand how the retirement landscape has changed and the demands on advisers to unlock capital
2. Understand the different uses of lifetime mortgages
a. Supported by market insight
3. Understanding how the product could help clients at different life stages – e.g. divorce, interest-only mortgage, debt, Intergenerational gifting.
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