In today's competitive landscape, being a financial adviser means being a trusted partner who understands your clients' needs. Find out how you can actively create good relationships with the over 55s market with our helpful resources.
Know the statistics around the industry
The FCA’s consumer duty encourages equity release advisors to gain and maintain a deeper
understanding of customer trends and
behaviour.
Explore consumer behaviour and needs
Uncover business opportunities through our consumer insights.
Exclusive brand health resource
Unlock the potential of the over 50s market with effective brand positioning. Learn from experienced brand leads and delve into new strategies.
New research on the over 50s market
We’ve partnered with Brave Starts, experts in careers for the over 50s, to assist organisations in engaging and supporting the aging population.
New research on segmenting the later life market
Gain a deeper understanding of your customers and their marketing preferences based on their age and lifestyle.
How clients are using equity release
Explore how customers have used equity release for their retirement planning, intergenerational wealth management, and debt management.
Funding care with a lifetime mortgage
Find out how Sue and Harry released equity from their home to fund their care needs.
Read case study
.
Supporting children financially
Explore how Mr. and Mrs. Green use a lifetime mortgage to their son through university.
Read case study
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