3rd June 2025

Wealth – In the news

Research highlights key differences in wealth transfer preferences and family financial priorities between men and women  Top financial priorities for 2025 include enjoying life (34%), building emergency savings (30%) and pension saving (11%)  AI now accounts for 42.5% of financial fraud attempts, with cases rising 80% over the past three years  Women put children first […]

Equity Release – cause for optimism

Over 15,000 active customers and £622m in lending recorded in Q4 2024, up from £525m in Q4 2023  A 3.3% increase in UK house prices contributed to larger loan sizes and improved product availability.   A 27% rise in returning customers using further advances shows growing confidence in equity release  Looking at The Equity Release Council’s […]