Pure Retirement has introduced a new guide aimed at enhancing adviser understanding and improving consumer outcomes in the lifetime mortgage process.
‘A Connected Lifetime Mortgage Journey: A guide to underlying processes and delivering best outcomes’ gathers insights from industry experts, covering every stage of the application process.
The guide features articles such as ‘Effective Information Gathering for a Streamlined Application: An Underwriter’s Perspective’ by Gavin Hancock of Pure Retirement and ‘A Guide to The Valuation Process’ by Andrew Peters from Countrywide Surveying Services.
Pure Retirement hopes this resource will help advisers have more meaningful discussions with clients and manage expectations effectively.
Scott Burman (pictured), head of distribution at Pure Retirement, said: “Information is the bedrock of delivering for consumers, and we’re pleased to be offering this new resource that drills down into the role of each major stakeholders in the lifetime mortgage process.
“To be able to bring together such a wealth of industry expertise and knowledge into a single resource is something we’re really proud of, and we’re exceptionally grateful to each of our contributors for their involvement.
“We hope that the report resonates with the adviser community and has a positive effect on the later life lending space at a time when we’re seeing clear upticks in activity compared to recent years.”
