Square 4 helps firms navigate compliance, regulatory challenges, and operational improvements.
Related topic: Later Life
Entering accurate medical details enables individual base pricing and helps identify the best plans for clients.
Members of Advise Wise can now request instant KFIs for all products in the Royal London Equity Release product range.
The client is free to repay their lifetime mortgage in full at any point without incurring an ERC.
Members can now become Later Life Lending Accredited Advisers.
The guides will cover topics including estimating property values, help with legal process requirements, and lending criteria.
Advisers discussed potential changes to CGT, pension tax relief and business taxes.
Rates have reduced across lifetime mortgage, standard capital & interest, standard interest-only and RIO products.
James Enos, national account manager at Hodge, looks at the increasing work lenders across the market are doing to create purely customer-centric solutions.
The new feature provides visibility into the primary surveyor for any product range or lender.
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