Finding the Right Deal Nicola Firth - Founder & CEO of Knowledge - PowerPoint PPT Presentation

Jun 04, 2023 •150 likes •252 views

Finding the Right Deal Nicola Firth - Founder & CEO of Knowledge Bank Blurred Lines Equity Release Lending into Retirement Lifetime Mortgages Retirement Interest Only Later Life Lending The Customers Perspective

Finding the Right Deal Nicola Firth - Founder & CEO of Knowledge Bank
Blurred Lines • Equity Release • Lending into Retirement • Lifetime Mortgages • Retirement Interest Only • Later Life Lending
The Customer’s Perspective • Growing customer base • External factors • Complex needs • Increased flexibility • Needs dictating innovation
The Adviser’s Perspective • Efficiencies • Confident recommendations • Compliant • Remove the mystery • Encourage new entrants
Regulation • Evidence of Research • Compliance Audits • Suitability Letters
Approach to Sourcing • 5 x more products than in 2014 • Variations in criteria • Complex customer scenarios • Holistic approach • Emotional rationale
The Sourcing Situation Product Features Lending Criteria Loan Amount Construction Type of Property Downsizing Protection Monthly Income Products Residency and foreign income High Net Worth Inheritance Guarantee Protection Postcode Specific Lending Areas Letting Drawdown Facility Restrictive Covenants Acceptable Income Sources Supporting Documentation Loan to Value
The future of Sourcing
Nicola Firth Founder & CEO of Knowledge Bank Email: Nicola.firth@yourknowledgebank.co.uk Phone: 01226 107077 Click here to start your 30 day FREE trial For demo videos, click here

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