In the latest special Mortgage & Property edition of IFA Talk, we explore the evolving later life lending landscape, with a particular focus on adviser support, Consumer Duty, advice quality and the growing need for specialist expertise within the sector.
To discuss these important issues, hosts Meg and Sue are joined by Mark Gregory, Founder and CEO of Equity Release Group. Having spent more than a decade developing technology, advice processes and consumer platforms in the later life lending market, Mark shares the thinking behind The Equity Release Network (TERN), a new specialist network designed to support advisers operating in this increasingly complex area of financial services.
Highlights include:
• The challenges currently facing advisers working within the later life lending market, and how support structures need to evolve
• The role of training, technology and compliance in helping firms deliver strong customer outcomes under Consumer Duty
• Why specialist network models may become increasingly important as adviser and consumer needs continue to change
• The potential impact of greater adviser support on market growth, confidence and access to later life lending advice
This episode provides valuable insight for advisers, brokers and industry professionals looking to better understand the future of later life lending, the importance of advice quality and the changing support requirements of advisers operating in this specialist market.
Be sure to check out this episode and all other episodes of IFA Talk on Spotify, Apple Podcasts and Amazon Music.
Mark Gregory
Mark Gregory is Founder and CEO of Equity Release Supermarket, one of the UK’s leading equity release broker firms. Since launching the business in 2008, he has helped drive innovation in the later life lending market through a combination of independent advice, digital technology and customer-focused service.
With more than 20 years’ experience in financial services and equity release, Mark has played a key role in improving access to specialist retirement finance solutions for older homeowners.
Disclaimer
IFA Talk is for financial professionals only. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and whatever necessary legal advice should be sought before acting on any information contained in this podcast.
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