Knowledge Hub

In the OneFamily Adviser Knowledge Hub you can find out more about the advice market, growing your business, leveraging technology and understanding customers.

An update from the OneFamily memberships team

An update from the OneFamily memberships team We’re on a journey to make Inspiring Better Futures an integral part of what we do Our new […]

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How to build your professional Later Life skills and knowledge

How to build your professional Later Life skills and knowledge Your basic qualifications Anyone who has advised on equity release for a few years, will […]

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OneFamily enhance award-winning Over 50s Life Cover

OneFamily enhance award-winning Over 50s Life Cover 2020 will undoubtedly go down in history as one of the most challenging years globally. In the UK […]

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Meet the Underwriter: Debbie Tant

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 […]

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On the road to Equity Release

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 […]

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Exciting changes ahead for leasehold properties

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 […]

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Keeping in touch

Keeping in Touch Being there for their Lifetime Mortgage customers every step of the way is a key priority for the Lifetime Mortgages team at […]

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Equity Release Council – Meet the new Risk, Policy and Compliance team

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 […]

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Equity release and legal advice

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 […]

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How to generate more leads

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 […]

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How are parents financially supporting their grown-up children?

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 […]

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Linkedin for advisers

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 […]

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Hints & tips for moving to remote advice

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

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Tips for advisers working from home

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 […]

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ERC standards update

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 […]

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Caught in the middle – The sandwich generation

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, […]

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How to get into equity release

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 […]

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Helping customers with interest-only mortgages

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 […]

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It’s time to bust these later life lending myths

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 […]

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