Standard Life Home Finance is set to run a series of online clinics for advisers involved or interested in later life lending.
Starting 26th February 2025, the weekly sessions will be led by their team along with guest experts, covering various topics to support advisers in serving later life clients.
The series includes sessions on underwriting for later life lending, tapping into the potential of the later life market, best practices for supporting vulnerable clients, and the impact of repayments on borrowing costs.
On 26th February, Isaac Allen, business development manager (BDM) at Standard Life Home Finance, and Patrick Leese, underwriter at Standard Life Home Finance, will kick off the series with insights on enhancing advice strategies.
On 6th March, Sanjay Gadhia, head of sales at Standard Life Home Finance will explore marketing and client growth strategies with marketing expert Philip Calvert.
Gadhia will also address supporting vulnerable clients with Philip Beswick on 13th March.
The series concludes with a focus on repayments and borrowing costs on 21st March with Allen and Gadhia.
Gadhia said: “The later life market is becoming ever more important for advisers.
“They are seeing increasing numbers of clients for whom a later life mortgage may be an appropriate option, from those looking to supplement their existing pension savings to those looking to mitigate against an Inheritance Tax bill.
“This is an evolving market, with products and criteria constantly being updated to better suit the varied needs of older homeowners.”
Gadhia added: “These clinics are designed for both those who are new to later life lending, and want to ensure they are delivering the broadest range of options to their clients, as well as those who are specialists in the sector but who would benefit from a fresh look into what is available and how these solutions can support their clients.
“The clinics are easily accessible online, and will showcase the opportunities later life lending solutions can provide, as well as the pitfalls to avoid, from experts in the industry.
“Advisers can register now, and I look forward to seeing them during the clinic sessions.”
