Later Life

Tax returns a trigger for pension planning

Aegon believes today's self assessment deadline is a trigger for the self-employed to think...

L&G appoints home finance MD

Legal & General has announced the appointment of Steve Ellis as managing director of...

Equity release referrals “expanding rapidly”

Key Partnerships saw growth of more than 71% in 2016 with referral customers releasing...

Research project looks at ‘undersaving’

A research project by Royal London, in partnership with YouGov, has identified a possible financial...

Post-crunch high for retirement income

Those looking to retire this year are expecting to live on an average annual...

The Marsden partners with Equity Release Club

Equity Release Club has announced a new relationship with the Marsden Building Society. The mutual’s...

Scottish Widows removes early exit pension fees

Scottish Widows has removed early exit fees across its personal pension policies, enabling customers...

Paradigm awards lenders and providers

Paradigm Mortgage Services has revealed the third-yearly winners and runners-up from its Lender and Provider...

The Family BS partners with equity release firms

The Family Building Society has launched its full range of later life mortgage lending products...

L&G appoints retail retirement boss

Legal & General has announced the appointment of Chris Knight as managing director, Legal...

Connect for Intermediaries expands packager panel

Connect for Intermediaries has added the Family Building Society to its packaging lender panel. The...

SimplyBiz Mortgages offers older borrower exclusives

SimplyBiz Mortgages has introduced a range of older borrower exclusives with the Marsden Building...

More 2 Life unveils new Capital Choice feature

More 2 Life is adding fixed early repayment charges (ERCs) to its Capital Choice Plan...

Rising interest in equity release switching

Cuts in equity release rates are behind a rise in inquiries about switching plans...

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

Cambridge BS opens applications for deposit-building Rent to Home scheme

The Cambridge Building Society has opened applications for its Rent to Home property in...

Life changes could create new wave of accidental landlords

Changes in personal circumstances rather than investment plans could push more homeowners into the...

Remortgage searches jump 40% as borrowers return after summer

Remortgage activity drove a sharp rise in mortgage searches during September, with Twenty7tec recording...

Step One Finance adopts OMS origination platform

Step One Finance has introduced a bespoke loan origination system developed with One Mortgage...

PROFILES