The Home Belongs in the Plan: Why Property Must Be Part of Modern Financial Advice
For many clients, their home is the largest asset they will ever own. It represents decades of hard work, financial...
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Turn Learning Into Earning: Don’t Wait Until You’re Qualified to Benefit from Later Life Lending Opportunities
If you're studying towards your Equity Release qualification, chances are you're already seeing clients who could benefit from later life...
Why Later Life Lending Needs to Become Part of Every Retirement Conversation
The FCA has made its position clear, in a recent speech by Emad Aladhal, director of retail banking: later life...
Ageing in Place: Why More Clients Are Using Equity Release to Improve Their Homes
For many homeowners approaching retirement, the dream isn't to move somewhere new - it's to stay exactly where they are....
The Hottest Topics in Equity Release Right Now: What You Need to Know
The equity release market continues to evolve at pace. Gone are the days when lifetime mortgages were viewed solely as...
Spotting the Referral Opportunity: The Retirement Questions That Often Lead to an Equity Release Discussion
For many clients approaching or already in retirement, financial priorities begin to change. Conversations that once focused on mortgages, pensions,...
IHT Changes Are Reshaping Retirement Planning – And Property Wealth Is Moving Centre Stage
For years, defined contribution (DC) pensions have played a dual role in retirement planning, providing income in later life while...
The Future of Retirement: 5 Big Warnings from the UK’s Second Pensions Commission
The UK’s pensions system is entering a new era. The recently published Second Pensions Commission Interim Report highlights the significant...
Product Innovation Reshaping the Later Life Lending Market
The later life lending market is evolving rapidly, driven by changing retirement expectations, affordability pressures, longer life expectancy and growing...
Beyond the Numbers – Understanding the ERC’s Latest Market Update
The recently issued Q1 2026 figures from the Equity Release Council (ERC) show total lending of £574m, down 9% on...
Why Later Life Lending Could Be Becoming a Valid First-Time Buyer Strategy
For many years, later life lending has been viewed as a niche area of the mortgage market, typically associated with...
Joined‑up advice. Clear accountability. Better outcomes.
By Amy Clark, Director of Customer Outcomes, Key The FCA’s recent activity leaves little room for doubt: later‑life lending is...