Retirement

The relationship between a client and their financial adviser is one that will often last many years – even decades. If your client is coming up to retirement, it may be worth considering whether a lifetime mortgage could be right for them.

Jane Hanlon, Mortgage Club Manager at Advise Wise, shares her views on how advisers can build local connections to generate new lifetime mortgage leads for their business.

First-time buyers need more help than ever to get on the property ladder. Equity release adviser, Sally Jones, shares insight on how clients can cascade wealth with a lifetime mortgage.