Adviser Academy
Supporting your knowledge and development
What we're doing to help you
It’s essential to stay ahead of new developments. Our Adviser Academy supports your professional development in later life planning. It’s just one of the benefits we can offer you. Discover our range of content, watch our on demand videos, or take a look at our latest articles and insights. There are case studies to check out, too.
Our goal is to develop strong relationships with our advisers. That means making it easy to do business with us, and helping you create the right outcomes for your clients. In short, we want to help you every step of the way. We provide resources to help you build your business and support your clients.
Webinars
Later life divorce – A roadmap for advisers / 26 Mar 2024 / 51:01
Vulnerability: The impact on later life lending / 02 Mar 2023 / 29:01
How our Optional Payment Lifetime & Retirement Interest Only Mortgages can be used amongst advisers / 28 Feb 2023 / 29:01
Videos
Just Covered | Special | Mark Lambert | Later Life Lending: Intergenerational advice and gifting / 18 Dec 2024 / 50:05
A showstopping mortgage, without the drama, Optional Payment Lifetime Mortgage / 29 Feb 2024 / 03:04
Fiona Tait and Manjit Kaur | Divorce after 50: pensions and property / 16 Feb 2024 / 39:56
Resources
Insight and articles
See our latest news and insight for later life mortgages.
Events
Find out more about the range of events that we're attending or hosting.
Product governance
We’ve provided below some important information about our approach to Consumer Duty including information about our product governance processes and who our products may or may not be suitable for.
Supporting vulnerable customers
A toolkit to help your clients.
Meet our team
