Standard Life Home Finance is enhancing support for later life lending advisers through online clinics.
- The clinics commence on 16th October, covering vital market areas and lending processes.
- Advisers will gain insights into product offerings, lead generation strategies, and the underwriting process.
- Sessions will be interactive and feature key experts from the industry, including Sanjay Gadhia and Phil Calvert.
- Advisers are encouraged to register for all sessions or select those most relevant to their needs.
Starting from 16th October, Standard Life Home Finance is set to inaugurate a sequence of online clinics tailored for advisers specialising in later life lending. These sessions aim to equip participants with essential knowledge on market dynamics and procedural intricacies, helping them to enhance their lending propositions significantly.
The programme’s agenda includes comprehensive overviews of Standard Life Home Finance’s product offerings and strategies for effective lead generation. In addition, attendees will be provided with details on the intricate underwriting process, aiming to bolster their expertise in advising clients effectively.
Key figures such as Sanjay Gadhia, head of sales, will lead the inaugural session titled ‘How you can enhance your advice offering with Standard Life Home Finance’ on 16th October. This will be followed by a session on 23rd October, led by Gadhia alongside marketing expert Phil Calvert, focusing on unlocking the untapped potential of later life lending and strategies to attract ideal clients.
Further sessions planned include ‘The underwriter’s perspective: key insights to enhance your advice strategy’ on 6th November, hosted by business development manager Isaac Allen and underwriter Patrick Leese. In this session, advisers will gain valuable insights into the underwriter’s approach, enhancing their strategic advice capabilities.
On 13th November, another insightful session titled ‘Your support team in action: meet our case owners and Enact services’ will be delivered by business development manager Philip Beswick, team leader Helen Hacking, and Enact guests. This session provides an opportunity for advisers to acquaint themselves with the support team and services available to them.
Concluding the series, on 20th November, advisers will be shown how to use online tools effectively in the session ‘What’s in our toolbox? See our online tools in action with a handy tutorial’, presented by Isaac Allen. This initiative promises to furnish advisers with tangible resources and practical support.
According to Sanjay Gadhia, the clinics are designed to cater to the growing interest from advisers in the later life lending market. They aim to ensure that advisers are well-informed about available product options, enabling them to deliver positive outcomes for older borrowers with diverse lending needs.
The clinics not only cater to those already active in the sector but also extend benefits to advisers aspiring to deepen their engagement or debut in the later life lending market. These accessible online sessions are expected to offer valuable insights, thorough analyses, and practical support to the adviser community.
The series of sessions by Standard Life Home Finance is a significant step in empowering advisers with comprehensive resources and expertise.
