The Importance of Seeking Financial Advice

The current recessionary climate has encouragedWhilst, a lifetime mortgage allows you to retain full
people to think seriously about their long-termownership of the property and borrow against the
financial well-being and retirement planning; and notvalue of the property. And when the house is
before time.eventuality sold, the lifetime mortgage provider is
Recent research has revealed that many adults fromthen repaid.
all walks of life face future financial hardship unlessFor those people considering equity release, whether
they seriously start to plan ahead. Moreover, overa home reversion or lifetime mortgage, it is essential
one in ten adults expect to delay their retirement bythat they seek independent financial advice. They
as much as five years. In addition, 41 percent ofwould also be wise to consider equity release plans
those adults over-55 would be delaying theirfrom members of the industry body, SHIP, which
retirement.represents the majority of all equity release
Financial pressures are growing for the millions ofproviders.
retired pensioners who, despite their retirementIncreasing numbers realise that this is a feasible way
planning, still struggle to meet increasing day-to-dayto get the most from their retirement planning. A
living costs.recent equity release study showed that, when
The need for financial advice has never been greater,consumers were asked who they would turn to for
yet a worrying number of people are putting theiradvice if considering equity release - perhaps
heads in the sand over retirement planning. Furthersurprisingly - building societies and banks were cited
studies carried out revealed that more than half ofas the most popular source of advice. Solicitors came
adults in Britain have never sought advice from aa close second, followed by financial advisers and
financial adviser, whilst one in eight relied only onaccountants. Interestingly, solicitors are more highly
family and friends for advice.favoured by women than men, whilst accountants
This is a worrying trend, given that current economicare preferred by men more than women.
woes are set to spark a growth in the number ofThe recent equity release study also showed that
retirees turning to equity release to supplement theirthe majority of people prefer to seek advice
pension. As such, there are two main ways of usingface-to-face, with over half of all consumers
equity release: by incorporating a home reversion plansurveyed preferring to receive this advice in an office
or lifetime mortgage into their retirement planning,rather than at home. Only an extremely small
additional income can be accessed by homeownersproportion chose to be given advice over the phone.
and used for all sorts of purposes.As we see growing numbers of people incorporating
Home reversion plans work by allowing you to sell allequity release into their retirement planning - through
or part of your home to a home reversion providerhome reversion and lifetime mortgages - it is
in return for a cash lump sum or a monthly income.important that they consider seeking financial advice
What's more, there is a guarantee that you can stayfrom a suitably qualified equity release specialist.
in your home until you move out or pass away.