Standard Life Home Finance launches weekly later life lending clinics for advisers

The online clinics will focus each week on a different area of the market and process.

Related topics:  Later Life
Rozi Jones | Editor, Financial Reporter
14th October 2024
man using a computer to learn online
"Even those specialist advisers immersed in the sector are often looking for a refresher into what is currently available, and detailed information on how they might grow their propositions"
- Sanjay Gadhia, head of sales at Standard Life Home Finance

Standard Life Home Finance has announced the launch of a new series of online clinics for advisers active, or interested in becoming active, in the later life lending market. 

Starting on the 16th October, the online clinics – hosted by the Standard Life Home Finance’s team and guests – will focus each week on a different area of the market and process, covering off a range of topics designed to support advisers with their later life lending advice propositions.

There will be overviews of the Standard Life Home Finance product range, information on how to secure leads and referrals in the later life lending space, detail on the underwriting process and how it can impact advice strategies, insight into how cases move through the conveyancing process to completion, and a tutorial showcasing a range of online tools and technology designed to support advisers.

The full list of clinics includes:

• 16th October – How you can enhance your advice offering with Standard Life Home Finance; hosted by head of sales, Sanjay Gadhia.
• 23rd October – Unlock the untapped potential of later life lending: how to attract more of your ideal clients; hosted by Sanjay Gadhia with guest, marketing expert Phil Calvert.
• 6th November – The underwriter’s perspective: key insights to enhance your advice strategy; hosted by Standard Life Home Finance BDM, Isaac Allen, and underwriter, Patrick Leese.
• 13th November – Your support team in action: meet our case owners and Enact services; hosted by Standard Life Home Finance BDM, Philip Beswick, team leader Helen Hacking, and Enact guests.
• 20th November – What’s in our toolbox? See our online tools in action with a handy tutorial; hosted by Isaac Allen.

Sanjay Gadhia, head of sales at Standard Life Home Finance, said: “We’re acutely aware of the growing interest in the later life lending market from an adviser community who are increasingly seeing older borrowers with a variety of lending needs, and who want to ensure they are covering off all product options available to them in order to deliver positive outcomes.

“At the same time, we know that the later life lending market moves fast, and even those specialist advisers immersed in the sector are often looking for a refresher into what is currently available, and detailed information on how they might grow their propositions, particularly in areas like lead generation, marketing and utilising the enhanced technology tools that are available.

“Our clinic sessions, taking place through October and November, are designed to provide detailed analysis, information and showcase benefits to advisers already active, those who want to do more, and those who want to make their mark in the sector.

“Easily accessible online, the Standard Life Home Finance team will be providing plenty of food for thought and tangible resource and support for advisers, and we hope many in the community will be able to join us for what promises to be a series of enjoyable, interactive sessions.”

More like this
CLOSE
Subscribe
to our newsletter

Join a community of over 30,000 intermediaries and keep up-to-date with industry news and upcoming events via our newsletter.