Related topic: Later Life

Brokers are being urged to act now on later life lending rather than wait for FCA market study.

The new tool allows advisers to model clients’ IHT liabilities ahead of major legislative changes.

The Bill has passed but a programme of detailed consultations are now set to kick off.

Jim Boyd, chief executive of the Equity Release Council, addresses whether the universal nature of the triple lock is unsustainable – and how equity release could fill the gap.

Standard Life has announced its acquisition of Aegon UK in a bid to be "the UK's leading retirement savings and income business".

UK later life lending capability could significantly boost advice firm value, with referral and in-house models both shaping growth strategies.

63% of IFAs believe support should start earlier to help savers make better retirement decisions.

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

Of those who have never sought professional advice, 31% haven’t done so because they feel they don’t have enough money to make advice worthwhile.

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