Standard Life Home Finance, is hosting a series of online clinics for at advisers who are active, or interested in becoming active, in the later life lending market.
The four clinics, which begin on 26 February, will be hosted by the Standard Life Home Finance team as well as special guests.
The events will take place on a weekly basis with each session covering a different topic designed to support advisers in delivering for their later life clients.
Sessions will cover topics ranging from the underwriting process involved in later life lending, how to unlock the potential of the later life market, developing best practices to support vulnerable clients and the impact of making repayments in mitigating the total cost of borrowing.
The full list of clinics includes:
- 26 February – Meet our underwriters: Discover key insights to enhance your advice strategy; hosted by Isaac Allen, business development manager, and Patrick Leese, underwriter, at Standard Life Home Finance.
- 6 March – Expanding your reach: Marketing and client growth strategies for advisers; hosted by head of sales, Sanjay Gadhia, alongside industry marketing specialist, Philip Calvert.
- 13 March – Identifying and supporting vulnerable clients in later life; hosted by Sanjay Gadhia and Philip Beswick, business development manager.
- 21 March – Making repayments: Discover the impact on your clients’ cost of borrowing; hosted by Isaac Allen and Sanjay Gadhia.
Advisers can register to attend each of the sessions or just the individual clinics which are most relevant to them.
Gadhia said: “The later life market is becoming ever more important for advisers. They are seeing increasing numbers of clients for whom a later life mortgage may be an appropriate option, from those looking to supplement their existing pension savings to those looking to mitigate against an Inheritance Tax bill.
“This is an evolving market, with products and criteria constantly being updated to better suit the varied needs of older homeowners. These clinics are designed for both those who are new to later life lending, and want to ensure they are delivering the broadest range of options to their clients, as well as those who are specialists in the sector but who would benefit from a fresh look into what is available and how these solutions can support their clients.
“The clinics are easily accessible online, and will showcase the opportunities later life lending solutions can provide, as well as the pitfalls to avoid, from experts in the industry. Advisers can register now, and I look forward to seeing them during the clinic sessions.”
