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  • Later life lender launches advice support manifesto alongside AKG report

    16 February 2020

    More2life has launched a new manifesto aimed at helping advice firms produce better retirement outcomes for their clients. The manifesto outlines how more2life will support advisers through technology, product breadth and adviser-focused support. A separate AKG research paper, funded by the later life lender to gain an insight into the support required by advisers,...

  • Equity release opportunities suffering from public perception

    6 February 2020

    The amount of property equity available to older homeowners rose to more than £381 billion at the end of 2019, new research from Canada Life has shown. According to the data, there is over £1 billion more equity available to UK homeowners aged 55 and over compared to the fourth quarter of 2018, in...

  • TDQ: Test Your Knowledge – Questions

    30 January 2020

    For Professional Paraplanner’s TDQ (Training, Development and Qualifications) series, we have teamed up with key support providers, such as Brand Financial Training, to provide our readers with the very best in training, development and exam support. This series aims to provide you with valuable advice and guidance materials to help you achieve your training...

  • TDQ: Test Your Knowledge – Answers

    30 January 2020

    As part of our Training, Development and Qualifications (TDQ) series, Professional Paraplanner has teamed up with key training and exam support providers to help you to, amongst other things, revise for your qualifications. Below you will find also the cross-references for the 10 questions in this month’s TDQ: Test Your Knowledge, which we posed...

  • Equity release figures boosted by Q4 2019 results

    26 January 2020

    The fourth quarter saw the highest amount of property equity released in 2019, but political and economic uncertainty saw overall year-on-year plans and value released drop, according to the latest figures from Key. Retired homeowners released more than £3.4 billion of property wealth last year, a 4% drop on the £3.6 billion released in...

  • Equity release lender completes c.£1bn in new loans

    13 January 2020

    Equity release lender more2life has reached £3 billion loans under management, after enjoying a record year in 2019. The lender completed almost £1 billion of new loans last year and launched a series of new equity release plans including its fifth product portfolio, Prime Choice, with its fifth funder. Dave Harris, CEO, more2life (pictured),...

  • How different age groups look on inheritance

    16 December 2019

    Different generations will use any inheritance they receive in a number of different ways but owning property is high on the priority list, according to research from Just Group. Nearly a third (30%) of 18 – 34 year olds plan to use any inheritance they receive to get on the property ladder, new research from...

  • Lack of understanding dogs equity release market

    9 December 2019

    A lack of understanding remains a major obstacle for the equity release market, as figures reveal the number of people unsure about what it entails has trebled.  The findings by Canada Life showed that 15% of UK homeowners said they wouldn’t use equity release to fund their retirement because they don’t understand it, a...

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