Property wealth in over 55s

Many advisers are already using later life mortgages to help clients make smarter choices about their finances.

As house prices continue to rise, are you considering how clients with sizeable property wealth could utilise one of their biggest assets?

A later life mortgage is a loan for over 55's, secured against your client's home.

Think Differently video series

We've launched our ‘Think Differently’ video series where we partnered with tax expert Tony Wickenden, founder of Technical Connection.  

Throughout the series, Tony provides advisers with a wealth of content to support with planning conversations. 

  • Episode 1: Investigating an ‘All asset’ approach to financial planning
  • Episode 2: Intergenerational planning with a lifetime mortgage
  • Episode 3: A tax efficient approach to decumulation
  • Episode 4: How clients can use a lifetime mortgage to facilitate lifetime giving
Wealth icon

Episodes 1 - 4



Technical resources to help you grow smarter

Our technical resources are designed to build your confidence in later life mortgages, help you create new business opportunities and demonstrate different planning options for your clients.