Understanding your customers
Your Roadmap to Understanding Your Customers Better
In today's competitive landscape, being a financial adviser means being a trusted partner who understands your clients' needs. Find out how you can actively create good relationships with the over 55s market with our helpful resources.
Later life at a glance
Know the statistics around the industry
The FCA's consumer duty encourages equity release advisers to gain and maintain a deeper understanding of customer trends and behaviour.
35%
of Brits believe they won’t retire comfortably
68
is the average lifetime mortgage client age
£59,000
income is needed for a couple to retire comfortably
These stats are collated from the latest market reports and our own industry insight. We update these on a regular basis and can offer sources upon request. Last updated October 2024.
The evolving lifetime mortgage customer
Nothing in life ever truly stands still, and this is especially true when it comes to customer profiles in a sector that has made great strides towards becoming a mainstream financial planning tool. Download our new customer persona report and start your exploration of the changing equity release demographics.
Download report
Explore consumer behaviour and needs
Uncover business opportunities through our consumer insights.
Exclusive brand health resource
Unlock the potential of the over 50s market with effective brand positioning. Learn from experienced brand leads and delve into new strategies.
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New research on the over 50s market
We’ve partnered with Brave Starts, experts in careers for the over 50s, to assist organisations in engaging and supporting the aging population.
New research on segmenting the later life market
Gain a deeper understanding of your customers and their marketing preferences based on their age and lifestyle.
How clients are using equity release
Explore how customers have used equity release for their retirement planning, intergenerational wealth management, and debt management.
Funding care with a lifetime mortgage
Find out how Sue and Harry released equity from their home to fund their care needs.
Read case study
Supporting children financially
Explore how Mr. and Mrs. Green use a lifetime mortgage to their son through university.
Read case study