Later life product options

Following the rollout of Consumer Duty and the recommendations from the FCA sector review into equity release, any adviser offering later life finance or equity release options now has an obligation to directly assess the needs and vulnerabilities of their clients, to ensure that the product offered to them produces the most successful financial outcome for their client.

We can do all this for your client so you don’t need to – and we take all the risk away from you as it’s our advice that your client will be receiving. Equity release isn’t right for every client – through our advice process we’ll find out whether it is and provide a recommendation tailored to them.

As a result of the consumer duty changes, our advice process has evolved to ensure we’re considering all later life lending options to deliver the best solution. Our fully qualified expert equity release advisers search the whole of the market to find the right solution. We’ll always work with your client’s best interests at heart and keep you informed every step of the way. Your client’s adviser will be available over the phone or on video call, so they’re on hand when your clients need them.