Related topic: Later Life

Dave Harris, CEO at more2life, explains how the later life lending opportunity is already present within the conversations advisers have every day with older clients.

Just one in seven Gen X understand how IHT works, despite being the generation most likely to currently be dealing with inheritance issues.

7% of Baby Boomers have shifted assets into lower risk accounts amid economic and market pressures.

The Growth Toolkit aims to help advisers build referral networks.

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

Nearly three in five IFAs say targeted support would help clients better plan their financial future.

The proposals would require major pension providers to invest more in the UK and private assets.

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.

72% of adults in the UK have little or no confidence in the government to make the right decisions about how their pension is invested.