Resources
Expand Your Knowledge With Our Professional Resources
Wealth managers and financial advisers must navigate rules and regulations across different specialisms. As lifetime mortgage providers, we are dedicated to simplifying your equity release journey through our comprehensive suite of professional resources.
3,000 advisers
release market
Responsible lending
Equipping you with the essential tools for success
Marketing toolkit
Our marketing toolkit is a valuable resource that helps to enhance your marketing strategy and reach your audience in the places that matter.
View toolkit
Adviser support tools
Our adviser support tools have been designed to give you the resources you need to deliver the best outcomes.
View tools
Customer support tools
We prioritise ensuring your clients feel confident in their retirement planning decisions with our client-focused support tools.
View toolsAcademy
Our academy
Our academy offers valuable resources that can benefit newly qualified equity release advisers and seasoned professionals alike. You'll find exclusive later life lending guides and customer research to help you grow your business.
Partnership made simple
Helping you succeed
Our professional resources are specifically tailored to address the challenges and obstacles encountered by financial advisers and wealth managers in the UK. We focus on how to make equity release more accessible to advisers and their clients.
Be sure to revisit this page regularly, as we consistently update and enhance our resource tools to make your life easier.
