Overview of the Lifetime mortgage market

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Presented by Dan Borrill DipFA, Certs CII (MP & ER), Key Account Manager

About this talk

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. Objectives: 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
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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.