Air Group has launched a series of new ‘Criteria Clinics’ in conjunction with criteria search provider, Knowledge Bank.
The later life services platform revealed that each clinic will host a number of later life lenders and providers in a ‘speed-dating style’ format, with each given 10 minutes to outline their USPs, which criteria they will lend on, and to provide a range of product and service information.
The first clinic will take place on Wednesday 14 April at 10am and will be followed by regular monthly surgeries.
Advisers will be able to send in case enquiries to be covered by the lender or provider participants and Air Group suggested a variety of case studies will be discussed.
Commenting on the launch, Air Group CEO, Stuart Wilson, said: “We’re always looking at ways in which we can provide a greater level of support to advisers and to help our member firms identify the product options available to their client.
“The later life and equity release space is a moveable feast and by working with Knowledge Bank we want to open a criteria conversation between advisers and lenders that focuses on what can be achieved and what lenders are willing to look at.
“We’re looking forward to bringing the later life industry together and hope advisers will attend to gain valuable insight into the product ranges and criteria currently available.”
Knowledge Bank CEO, Nicola Firth, added: “The criteria clinics have been a huge success as it gives advisers the opportunity to talk face-to-face with lenders and providers, and even place their more difficult cases live online, helping both the adviser placing the case and other advisers too.
“Later life lending is an area that a lot of advisers find a little bit more tricky so this series of clinics with Air Group will help to share knowledge, update advisers on the latest criteria in the later life lending arena and give them the opportunity to have their questions answered.”
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