Your roadmap to understanding your customers better

Understanding your customers

Know the statistics around the industry

The FCA's consumer duty encourages equity release advisers to gain and maintain a deeper understanding of customer trends and behaviour. Find out how you can actively create good relationships with the over 55s market and become a trusted partner who understands your clients with our helpful resources

35%

of Brits believe they won't retire comfortably

69
is the average lifetime mortgage client age

£59,000

income is needed for a couple to retire comfortably

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.

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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.

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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.

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How clients are using equity release

Explore how customers have used equity release for their retirement planning, intergenerational wealth management, and debt management.

Supporting Family

Explore how Mr. and Mrs. Green use a lifetime mortgage to help their son through university.

Read case study

Supporting Family

Explore how Mr. and Mrs. Green use a lifetime mortgage to help their son through university.

Read case study

Client scenarios: Insights into customer needs

How clients are using equity release