Later Life

Getting to know you: Lee Trett, Echo Finance

Name: Lee Trett Age: 43 Location: Wirral Firm: Echo Finance, Leadcrowd, Money Helpdesk Education: Fully-qualified mortgage, protection...

SortRefer posts record-breaking month for completions and revenue

SortRefer recorded its strongest-ever month for completions and revenue in October. The Derby-based conveyancing and...

Key Group appoints new chief financial officer

Key Group has appointed James Perkin as its new chief financial officer, strengthening the...

MorganAsh enhances resilience platform with new options

MorganAsh has introduced further upgrades to its MorganAsh Resilience System (MARS), expanding the platform’s...

Gender gap in retirement satisfaction persists as women report lower financial security

Just over half of female retirees say they are satisfied with their retirement income,...

Just Wealth nears 600 client referrals via Just Refer

Just Wealth, the financial services arm of national brokerage Just Mortgages, is approaching 600...

Equity Release Council bolsters board with Barr hire

The Equity Release Council has appointed Caroline Barr as an independent non-executive director as...

Parents fear children will never be able to retire

More than 15 million UK parents believe their children may never be able to...

Advisers report surge in client anxiety ahead of Budget

Financial advisers are reporting a sharp rise in client anxiety amid widespread speculation over...

The Vernon expands later-life mortgage range amid rising demand

Vernon Building Society has broadened its later-life mortgage range, introducing new options for borrowers...

Advisers must ensure later life lending is part of their toolkit

Older borrowers are increasingly tapping into mortgage finance. The latest UK Finance data shows...

Air warns base rate pause heightens mortgage shock risk for older borrowers

Later life lending platform Air has warned that the Bank of England’s decision to...

L&G partners with Microsoft to roll out AI-driven customer service platform

Legal & General has announced a collaboration with Microsoft to develop an AI-powered customer...

Finova renews long-term technology partnership with LV=

Finova has signed a new long-term agreement with LV= to continue supporting the investment,...

COMMENT

The industry needs to prepare now for Your First Home

The government’s announcement of the Your First Home scheme is genuinely positive news, and anything that boosts confidence among first-time buyers and people trying...

Why advisers can be part of the conveyancing team

There is a tendency to think the mortgage adviser’s involvement in conveyancing begins with recommending a firm and then largely ends once the client...

Why the AI revolution could be a golden age for financial advice

Every major technological shift creates the same debate: will it empower professionals to do more, or eventually replace them? Artificial intelligence is simply the latest...

Should mortgage advisers consider the emerging secondary market for life policies?

Mortgage advisers regularly help clients navigate major life changes. While much of the focus is naturally on borrowing, refinancing and insurance, there is another...

One mortgage journey no longer fits every borrower

In the mortgage market, we have lots of different ways of describing customers depending on where they are in their lives. We talk about...

Latest news

BetterHome Group UK appoints Anthony Glasgow as chief operating officer

BetterHome Group UK has appointed former Connells Group executive Anthony Glasgow as chief operating...

Sub-5% mortgage fixes virtually wiped out as rates surge

The number of sub-5% fixed mortgage deals has collapsed by 99% since the beginning...

The Leeds highlights £165k mortgage borrowing potential for buyers earning £30k

Leeds Building Society is urging brokers to consider the mortgage options available to lower-paid...

Disabled mortgage applicants face inconsistent treatment of benefit income

Disabled consumers continue to face uneven treatment across financial services, with new research highlighting...

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