Equity Release - Making it Personal

Presented by

Malcolm Tyrrell

About this talk

Equity Release – Making it Personal The lifetime mortgage market is evolving and it's important to know how medical underwriting can help you design solutions more personalised to your client needs, and with potential added benefits. We'll look at how medical underwriting could help your clients borrow more or save money, the types of client most likely to benefit and the options available to clients who want to repay their loan early. Learning Objectives • Understand the importance of health and lifestyle underwriting in relation to lifetime mortgages. • Recognise the new developments in assessing health and lifestyle. • Discuss the partial and full repayment options available for equity release clients. The session qualifies for CPD

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We are a specialist UK financial services group focusing on attractive segments of the UK retirement income market. The Group is a leading and established provider of retirement income products and services to individual and corporate clients.