Knowledge Hub

Meet the Underwriter: Debbie Tant How long have you been an underwriter? And how long have you worked at OneFamily? I have worked for OneFamily […]

On the road to Equity Release Childhood sweethearts Take for example, Ray (71) and Mary (69) from Hampshire. Childhood sweethearts: they’ve been together for over […]

Exciting changes ahead for leasehold properties No this is not a reference to the lifting of lockdown restrictions (obviously that is exciting) but I am […]

Equity Release Council – Meet the new Risk, Policy and Compliance team The new team will help to enhance and deliver the Council’s standards as […]

Equity release and legal advice The sheer flexibility and applicability of equity release means that it can no longer be considered just another successful financial […]

How to generate more leads It’s important that advisers and advice businesse can continually generate new leads and develop them into profitable business. Here are […]

How are parents financially supporting their grown-up children? More and more parents are financially supporting their children for longer, with some even helping the get […]

LinkedIn for advisers Are you getting the most out of the world’s biggest professional social media platform? We’ve put together a guide to using Linkedin […]

Hints & tips for moving to remote advice As remote advice grows in popularity, there is now more of a need than ever to apply […]

Tips for advisers working from home Remote working was already growing in popularity, but sometimes change doesn’t happen incrementally – sometimes it happens overnight. How […]

Equity Release Council Standards Update The Equity Release Council (ERC) implemented a new set of standards in January 2020. This framework builds upon the existing […]

Caught in the middle – the sandwich generation Those considered part of the sandwich generation support the older and younger generations of their family. a.button, […]

How to get into equity release If you’re interested in starting to advise on equity release as part of your professional development, read on to […]

Helping customers with interest-only mortgages Our research found that 28 percent of mortgage borrowers aged 55 plus have an interest-only mortgage. The research also suggests […]

It’s time to bust these later life lending myths The myths We asked 215 advisers about their customers’ understanding of their retirement funding options, with […]