Financial Planners ramp up focus on vulnerability
- Friday, 12 June 2020
- Articles
One in three Financial Planners (33%) have reviewed or increased the checks they make on older customers to ensure they are not vulnerable, according to a new report.
Read more...L&G platform names Key as equity release partner
- Monday, 28 October 2019
- Articles
Key Partnerships, the equity release referral service for Key, has been selected as one of SmartrRefer partners – Legal & General Mortgage Club’s referral platform for specialist providers.
Read more...Equity release referrals surge 30%, new data shows
- Friday, 21 December 2018
- Articles
New research has revealed a 30% surge in equity release referrals as a wider range of intermediaries seek advice for their clients on accessing property wealth.
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