Educating Advisers on Later Life Lending Needs and Products
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 continued 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.