Understanding the later life lending evolution and how to deliver good customer outcomes
Will Hale, CEO of Air, explores how the modern lifetime mortgage market can help a wider variety of customers and how advisers can ensure they are considering all available options, including the potential benefits of making regular payments.
The learning objectives for this article are to:
- Understand how modern lifetime mortgages have evolved.
- Understand the importance of comprehensive conversations around making repayments in the later life lending advice process.
- Learn how to use sourcing platforms and other research tools to evidence the consideration of all options and achieve good customer outcomes.
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