The equity release market continues to grow at a rapid rate. With new lenders entering the market with new and innovative product features, there’s now even more lifetime mortgages can do to help your clients with their retirement finances.
If you’re thinking that equity release might be a suitable option for one of your clients then there’s no better time to refer them to Key Partnerships.
After decades of disciplined saving, many clients could face a new challenge in retirement: adjusting to spending their accumulated wealth responsibly and according to their means.
Market data shows bonds and equities are not always the diversifiers investors assume, with periods where both asset classes fall together. Fidelity Adviser Solutions’ Paul Squirrell explores what long-term correlation data tells us and how incorporating annuities alongside bonds and drawdown could help deliver more resilient and sustainable retirement income strategies. 5-minute read
Lighthouse Edition 2 is now available. Explore the latest market insights to support informed client conversations and portfolio decisions.
You need to be logged in to comment on this article