Beyond Traditional Mortgages: Smarter Lending Strategies for Over-50s Clients
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Beyond Traditional Mortgages: Smarter Lending Strategies for Over-50s Clients
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In this episode of Master Later Life Lending, host Will is joined by industry experts Stephanie Charman (AMI), Kate Davies (IMLA), and Kelly Melville Kelly (ERC) to explore how financial advisers can offer truly holistic advice to over-50s clients.
Together, they unpack key topics including evolving regulations like Consumer Duty, the broadening range of borrowing options, tackling industry silos, and ensuring fair value. With insight into market shifts, product innovations, and client-centric strategies, this episode is essential listening for advisers who want to stay ahead in the changing later life lending landscape.
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