Related topic: Later Life

All new OPLM customers will receive a tailored rate reduction of between 0.01% and 1.00%.

Many parents and grandparents already believe their children will struggle to achieve milestones that previous generations took for granted.

The cohabitation reforms could have significant implications for advisers involved in estate planning, mortgages and later life financial planning.

One in six lifetime mortgages are now taken out against homes worth more than £700,000.

The Bank Family is becoming essential for first-time buyers, as gifting shifts from inheritance to lifetime giving.

Annuity income has risen by over £100 in a few months.

Stamp duty remains a key downsizing barrier, but connection and suitable housing matter too.

Total lending rose to £597m in Q2, up 4% on the previous quarter, with new customer numbers up by 9%, returning to 2025 levels.

39% of advisers say they begin engagement when the client is past 50.

This is despite 58% considering moving to a smaller property in the future and 42% wanting more appropriate specialist facilities to enable moving.