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.
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.
ADAPT ensures advisers are automatically alerted when a selected product is impacted by amended pricing, fees or criteria.
The specialist lender will be part of Twenty7tec’s Lender panel within RESEARCH.
Users of RESEARCH can now access LiveMore's later life lending criteria.
Brokers can now source mortgages directly within JammJar.
The platform is designed to support faster, more informed product development, pricing strategy and market positioning.
95% of clients holding international funds require support with overseas payments in order to complete their property purchase.
The insights can help lenders design propositions that more accurately reflect real market needs.
New data shows that more than half of first-time buyers earn below £60,000.
Sophie previously worked as a key relationship manager at Legal & General.
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