Adviser with clients

Make your lifetime mortgage business a success

Steve Kibler, an equity release adviser from Penvest, shares insight on how to spot new opportunities in the lifetime mortgage market to successfully build your business.

Adviser smiling

Help your clients feel secure in their future with an Optional Payment Lifetime Mortgage
Roll of houses

Deliver your clients greater flexibility with an Optional Payment Lifetime Mortgage

We caught up with experienced mortgage broker, Louise Baker from My Sort of Loan. We discussed her journey with equity release and how products like the Optional Payment Lifetime Mortgage are giving her clients more flexibility.
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A predictable product in an uncertain world? No dramas

An Optional Payment Lifetime Mortgage from Legal & General gives your clients more certainty, with fewer surprises.
Family with an adviser

Cascading wealth: an adviser perspective

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.
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A flexible approach to retirement
Lillian with wood blocks

Using a lifetime mortgage for energy efficient home improvements

Taking out a lifetime mortgage enabled Lillian to finish the work her home, prioritising eco-friendly methods and provided a cushion to top up her pension.
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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?
Adviser with clients

Helping your clients build and release equity

A relationship with a mortgage adviser could build over almost a lifetime - so why should this stop at retirement?
House in the country

Why RIO? Interview with an adviser

To understand the experience of advising on a Retirement Interest Only Mortgage (RIO), we spoke to Phil Small of HQ Mortgage and Finance.
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Five ways equity release can help first-time buyers

More than half of first-time buyers said raising the funds for a deposit was by far the biggest barrier to homeownership.
Houses birds side view

The rise of the asset-affluent
Women with grandchildren

Cascading wealth with a lifetime mortgage

Lifetime mortgages are a growing market. Find out how families can benefit from equity release.
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Making local connections that work

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.
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Could property wealth replace a pension?

While many people’s retirement income will be provided by their pension, we consider why using property wealth could be a tax efficient alternative for your clients.
Man with child

Considering lifetime mortgages in estate planning
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Is downsizing the only option?

Some of your clients may think downsizing is the only way to boost their finances in retirement. They may not realise a lifetime mortgage could help.
Women with grandchild

Your clients helping their grandchildren

With many young people struggling to get a foot on the property ladder - are more grandparents stepping into help?
Couple moving

Should clients downsize to help grandchildren?

Clients now downsize to help their grandchildren get on the housing ladder, but should they?