"The introduction of primary surveyor information is a significant step towards providing advisers with more insights and options, enabling them to make informed decisions that align with their clients' best interests."
- Benjamin Wells, head of product and development at Advise Wise
Later life sourcing platform, Advise Wise, has announced the introduction of primary surveyor information to its product search results, highlighting which lenders may offer a survey from a different surveyor.
With this enhancement, advisers can easily identify which surveyor has been used for a product, allowing them to seek alternative surveyor options where necessary. This is particularly valuable in scenarios where a survey has already been conducted, and the client requires a second opinion.
Last week, Advise Wise introduced affordability tags to its platform, designed to help advisers easily identify which products require an affordability calculation, ensuring they meet Consumer Duty requirements and improving outcomes for their clients.
Benjamin Wells, head of product and development at Advise Wise, said: "Our mission at Advise Wise is to empower later life advisers to achieve more. And we do this by continually enhancing the tools and resources available to advisers, ensuring they can offer the best service to their clients. The introduction of primary surveyor information is a significant step towards providing advisers with more insights and options, enabling them to make informed decisions that align with their clients' best interests.
“As the later life lending market continues to grow, the need for precise and tailored advice has never been more crucial. The new feature supports advisers by offering greater transparency, enhancing decision making and supporting Consumer Duty compliance.”
