How to protect a legacy after equity release

How to protect a legacy after equity release

clock

Ian Jefferies, head of protection at Skandia, highlights how clients can balance equity release while still protecting their legacy...

Many generations of people have worked hard throughout their whole lives in the hope of a comfortable and stress-free retirement. Their goals are often relatively simple: to pay off a mortgage, give up work at a reasonable age, enjoy the occasional holiday and buy a new car every once in a while. On top of this, many people will have the aspiration to pass on some of the wealth they have created throughout their lifetime to their family. Often, this is mostly made up from the equity in their house. It is well documented that there is a savings gap when it comes to retirement planning....

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Protection

Paymentshield brings back unemployment cover

Paymentshield brings back unemployment cover

Migrates mortgage protection and IP book

Jaskeet Briah
clock 25 June 2025 • 2 min read
Mind the gap: How to protect the self-employed

Mind the gap: How to protect the self-employed

'The financial resilience of self-employed clients is essential'

Ryan Griffin
clock 23 June 2025 • 3 min read
Protection and pensions: Overcoming challenges faced across both sectors

Protection and pensions: Overcoming challenges faced across both sectors

'Pensions and protection aren't often spoken about in the same sentence'

Paul Yates
clock 11 June 2025 • 4 min read