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Breaking Barriers: How Lenders and Advisers Can Shape the Future of Borrowing in Retirement
Manage episode 488328815 series 3594406
In this episode of Master Later Life Lending, host Will Hale sits down with Paul Broadhead and Charles Roe from UK Finance, and Victoria Clark from TRMN to tackle one of the biggest questions in the evolving mortgage landscape: How can lenders and advisers collaborate to better serve older borrowers?
Together, they explore the need for a more integrated approach across the mortgage journey, breaking down barriers between mainstream and retirement-focused advice. From building stronger adviser support to creating more flexible, consumer-driven products, this discussion highlights the vital role of innovation, communication, and shared responsibility.
Whether you're a lender, adviser, or part of a support network, this episode offers practical insights on how to meet the shifting financial needs of aging clients and deliver real value in a changing world.
Chapters
1. Introduction to Later Life Lending (00:00:00)
2. Barriers to Integrated Mortgage Advice (00:07:52)
3. From Separate Markets to Unified Approach (00:12:30)
4. Changing Consumer Attitudes to Retirement Borrowing (00:20:56)
5. Regulatory Landscape and Innovation Opportunities (00:28:35)
6. Product Development and Market Gaps (00:34:12)
7. Technology Solutions for Simpler Journeys (00:36:51)
8. Final Thoughts on Market Growth (00:41:03)
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