SBiz Skyline Magazine Winter 2025 DIGITAL (1) | Page 5

How referrals and later life lending can transform your business
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Mortgage tech that truly supports the adviser

A common phrase in this area is‘ Technology – where do I start?’ There are solutions purpose built for busy advice firms that can be implemented with ease, allowing you to spend more time doing what you do best and not on admin tasks.

Unlocking opportunity:

How referrals and later life lending can transform your business

There may be a variety of reasons you might prefer to refer your clients with later life lending requirements. Supported by case studies, we explore a few.

Leading with purpose

Business coaching and mentoring can take a company to the next level. Here, we look at some of the key areas firm principals have identified as challenging and discuss some of the approaches to help firms flourish.

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Introducing Simplybiz’ s Navigator
As the next generation in risk management tools, the path to a single view across your firm is now defined.
How has the Buy to Let market faired in 2025
David Whittaker, CEO at Keystone Property Finance, explains how the sector has performed alongside market challenges to continue to support the vital UK private rental sector.
Make more of later life lending
more2life introduces its Omni range, providing more products, more choice and better outcomes.

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Specialist Property Finance: A step into the unknown?
Following your clients into the areas where they require support that are new to your existing proposition can be daunting, but with significant support available that journey doesn’ t need to be a difficult one.
The state of our sector’ s mental health
The results are in from a study survey undertaken by MIMHC demonstrating some positivity, but there are still challenges. You can support in many ways including becoming a signatory.

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Should Will Writing and Estate Planning be part of your offering?
With support readily available, this assessment highlights the opportunities available to add additional supporting services to your proposition in support of growing client requirements.