Enhancing propositions to help you meet your clients' needs

   

We’re constantly seeking ways to improve our propositions and in recent months have introduced a variety of product enhancements and business development support to help you meet more of your clients’ later life needs. Please speak to your usual Just contact for more information.

 

The missing piece of the puzzle

Making decumulation more robust

Lifetime mortgages

Guaranteed income in retirement

Customer vulnerability

Lifetime mortgages


Since launching the Just For You Lifetime Mortgage, we’ve added tools, features and insight to help you grow your business.

New cashback calculator

 

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  • This calculator helps you see how your clients can use our flexible cashbacks to access more funds, or possibly reduce the cost of borrowing.

Lifetime mortgage decisions made easier

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  • The new decision tree tool helps you check if a lifetime mortgage is an option for your client, and which benefits might be the most appropriate

Who chooses to service interest?

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  • In 2019, 1 in 8 (13%) people taking out a Just For You Lifetime Mortgage chose the interest serviced option.

Guaranteed income in retirement


We continue to champion the benefits of guaranteed income as part of a client’s decumulation process and help your clients to take advantage of this opportunity.

THE MISSING PIECE OF THE DECUMULATION PUZZLE

  • Secure Lifetime Income is a new, innovative solution that helps to provide guaranteed income within a decumulation strategy.

MAKING DECUMULATION PROCESSES MORE ROBUST

Webinar: FCA Assessing Suitability Review II

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  • Almost 1,000 people joined this webinar in which financial services technical and regulatory expert, Rory Percival gave his thoughts on the FCA's recent CEO Letter, Assessing Suitability Review II and more.

 

Customer vulnerability


Helping firms create and embed effective vulnerability policies

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Webinar: Who are you calling vulnerable?

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  • Over 630 people attended this webinar on the increasingly topical subject of vulnerability and how to avoid its potential pitfalls. You can watch the recording here.