Financial Liverpool - Incorporating borrowing into Later Life Planning

Wednesday, 19 July 2023
9:30 am – 10:30 am (UK time)
    • Martin Sloan, Professional Mortgage Services
    • Martin Roby, Professional Mortgage Services

In this webinar, Martin and Martin will discuss the different types of lending available to older clients and their suitability. They'll also consider reasons why borrowing should be considered in later life, including gifting and the 'window of opportunity' as well as considering income from property versus pension.

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.