Adviser support tools
Transform Your Approach With Our Innovative Support Tools
Offer your lifetime mortgage clients the best solutions for them to reach their financial objectives. Use our support tools to learn more about later life finance.
Supporting over 3,000 advisers
A library of resources tailored to you and your clients' needs.
Equity release FAQs
As specialist lifetime mortgage providers, our team has amazing insight into the pitfalls and challenges financial advisers like you face. To help you find quick answers to your questions and explore what others have asked before you, we’ve created a rich library of FAQs.
View FAQs
Equity release case studies
Explore challenges and situations that existing customers and registered advisers have faced before you. Review our ever-growing collection of case studies to see what is possible and how clients were empowered to reach their financial objectives.
Learn more about case studies
Later life lending opportunities
Holistic advice ensures financial objectives are achievable throughout a client's life, which includes sourcing borrowing opportunities in later years. Discover how to help clients aged 55 and over with confidence through later life lending market insights, introducer guidance, and routes to becoming qualified in equity release advice.
View routes into later life advice
Meet Lenny
Lenny, the AI lending criteria assistant
Lenny is our new AI-driven lending criteria assistant, designed to help you navigate our multiple-product lending criteria quickly and confidently. You can ask a criteria question, then follow up with further questions, think of it as a conversation rather than a search box. Log into our broker portal to start the conversation.
Chat with Lenny