Backing your brilliance

Every adviser is different– no two are the same. Especially when it comes to making a difference to your clients’ later lives. That’s why we offer different ways for you to grow and learn.

We listen and develop our support in a way that works for you. Whether it’s a webinar, an online learning programme, or infographics and articles – our materials are simple to use and easy to access.



Autumn Later Life Lending Events

Our autumn events are bringing trade bodies, surveyors, and conveyancers together with our home finance team, to help you understand every part of the later life journey you and your client will go through.

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Later life mortgages

A later life mortgage can help transfer money to children or grandchildren, perhaps to help buy a first home, or even help pay off their existing interest-only mortgage.

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Guaranteed income

A guaranteed income can play an important role in retirement planning, whether as part of a phased retirement or in combination with income drawdown.

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Care funding

Lifetime Care Plan, our immediate needs annuity, could help your clients fund their care needs.

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Adviser Academy

Discover our range of CPD qualifying content, book to attend an event, or take a look at our latest articles and insights.

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Knowledge hub

Applying our resources, we’ll help you tackle the issues people face in later life. Exploring the challenges and identifying new ways to support you and your clients.

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We provide resources to help you build your business and support your clients.

Latest articles


Deadline to Breadline 2022

Deadline to Breadline report: Exploring the financial resilience of working households across the UK

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We've enhanced our Energy Saver Cashback offer

Did you know your clients could earn up to £1,000 cashback on certain energy efficient home improvements?

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The rise of the asset-affluent

The UK is famously a nation of proud homeowners. Buying, renovating, redecorating and selling property might as well be a national pastime. Still, there’s one element of homeownership which we seem uniquely squeamish about discussing: using a home in retirement planning.