Clients can't afford to overlook cash in their home With falling investment returns and low interest rates affecting savings, retirees are looking for other ways to fund their retirement. Research for Aviva shows that retired people own property worth roughly eight times as much as the average pension fund. That makes unlocking cash from their home look very attractive.
Tackling the inheritance issue Clients have been reluctant to consider equity release because they want to leave their home to their loved ones. Taking cash from their property will reduce the amount your clients can leave behind, but they can safeguard some of the value with an inheritance guarantee. A client with a property worth around £300,000 could ring-fence 50% or more of the value of that property and still walk away with a tidy sum of money. An essential part of retirement planning Clients are warming to the idea of equity release, so it's definitely worth considering it for y...
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