Educating Advisers on Later Life Lending Needs and Products

Simply Later Life in partnership with Air

The concept of later life advice has changed radically over recent years, as our understanding of clients' needs, objectives and plans has grown and shifted.

In 2021, we launched the Simply Later Life proposition, offering market leading support for firms operating in the later life market. Comprising a product sourcing platform, referrals solution and a comprehensive suite of compliance and educational materials, the proposition allows advisers to provide robust and compliant later life planning.

In 2022, we continue to expand the service to include: qualification development, training programme and later life compliance proposition, as we continue to promote better outcomes for this consumer group.

Related Documents

Gender Pay Gap Report 2022
SASB Disclosures 2021
ESG Report 2021

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Our Impact

Driving positive change in our business, our industry and broader communities, inspiring better outcomes for all.

Better Future

Empowering our people and communities, promoting diversity, learning and financial education to create opportunities for all.

Better Industry

Improving the Retail Financial Services Industry by enabling it to operate more effectively and meet the evolving needs of consumers.