Embracing the distinct needs of later life borrowers: How flexible criteria can address multiple circumstances

MS LL

On Wednesday 19 March, we're running a Lunchtime Learning masterclass in partnership with Mortgage Solutions.

 

On Wednesday 19 March, Business Development Managers Amar Mashru and Stuart Heavens join Mortgage Solutions' Shekina Tuahene to discuss how the mortgage market can cater to the changing needs of the later life borrower, and how we can support a wide range of customers in the residential and buy to let lending space.

They will also look at the evolving and growing demographic of later life borrowers, the benefits of different mortgage repayment structures, the need for flexibility when considering complex income and the increase in intergenerational lending.

Learning objectives:

  • Understand the Bank of Family by exploring how intergenerational lending and gifting impact the later life market
  • Understand the lending options for clients already in retirement, those who plan to retire during the mortgage term, and those with compelx income streams
  • Enhance education by learning how advisers can improve borrower awareness
  • Explore how broad and flexible criteria can support diverse financial needs.

Register here

Find out more about our later life mortgages

Later life

 

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Find Your Local

Business Development Manager

Your Local BDM:

Sam Morrison

Working out of our head office, as our phone-based BDM in Epsom, Sam has a wealth of knowledge regarding our processes and criteria and covers a variety of postcodes across the UK.
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Your Local BDM:

Neil Cadwallader

Neil has over 19 years experience in Financial Services from pensions and investments to mortgages. Neil focuses around South Wales and the West of England area. Contact Neil for help with your clients' mortgages.
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Your Local BDM:

Stuart Heavens

Stuart focuses on the South Coast area. Contact Stuart for help with your clients' mortgages.
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Your Local BDM:

Amar Mashru

Amar focuses on the Central London area. Contact Amar for help with your clients' mortgages.
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Your Local BDM:

Arif Kara

Arif was previously a mortgage adviser, and focuses on North and West London. Contact Arif for help with your clients' mortgages.
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Your Local BDM:

Nathan Waller

Nathan, previously a mortgage broker, focuses on Cambridgeshire, East Sussex, Essex, Suffolk, Hertfordshire, Bedfordshire, Lincolnshire, Norfolk and Kent. Contact Nathan for help with your clients' mortgages.
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Your Local BDM:

Grace Bennett

Grace focuses around the West M25 area. Contact Grace for help with your clients' mortgages.
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Your Local BDM:

Gina England

Gina has a vast amount of experience with both simple and complex lending solutions. If you're in the East or West Midlands, please contact Gina for help with your clients' mortgages.
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Your Local BDM:

Paul Roberts

Paul has over 30 years' experience and focuses on the North (inc. M62 corridor), Yorkshire and the North East. Contact Paul for help with your clients' mortgages.
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We do not currently have a BDM covering your area. Please contact our Mortgage Helpdesk:

Opening hours: Monday - Friday: 9am - 5.30pm. Saturday: Closed

We may record any telephone calls we have with you in the interest of staff training, monitoring customer service or for security purposes.

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