Related topic: Equity release

Tracy brings over 20 years of experience in financial services, with a career spanning banking and broker networks.

The latest additions offer advisers a range of communication templates, including an introductory letter and email templates to connect with prospective introducers.

Over-60s hold £2.92 trillion in main residences alone – a record high.

Borrowing among over-80s has more than halved since 2023.

The Summit will explore how the industry can deliver good outcomes in practice, particularly for customers with more complex needs.

The regulator is also planning to simplify later life advice rules.

Nakita Moss, head of lender at Twenty7tec, explores how advisers interpret their role as clients approach retirement with more complex financial positions than previous generations.

Homeowners aged 55-plus own more than £3.7 trillion of mortgage-free property wealth.

The new data reveals ongoing differences in the usage of lifetime mortgages among age groups and genders.

Canada Life has established two new dedicated leadership positions for home finance and annuities.