From 6 April 2027, most unused pension funds and death benefits will be included in the value of an individual’s estate for IHT purposes.

Key is calling for advisers to focus on the later life lending advice obligation created by changes in IHT rules coming into effect in April 2027.

'Later-in-life lending is no longer niche – so why are advisers still treating it that way?', James Tucker, CEO of Twenty7tec asks.

We spoke to Scott Burman, head of distribution at Pure Retirement, about product innovation in the later life lending space, how advisers can ensure they’re delivering best...

Market growth has been driven by new customer borrowing, the Council says.

The roles span the breadth of broker enquiry, case management, servicing and technical teams.

Only 19% of UK adults across the UK use financial advice to manage all or some of their investments.

Later life firms are encouraged to integrate vulnerability considerations into advice, product design, and customer service.

The government is set to begin its latest review of the state pension age earlier than expected.

Industry leaders say lenders will need to adapt their criteria as state pension age increases.