Related topic: Later Life

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.

Retirees and near-retirees were less trusting of advisers who led with products, consumer interviews suggest.

The government's delay to its National Insurance credit system for mothers has been described as ‘deeply frustrating’.

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.