Overview
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What we're doing to help you
It’s essential to stay ahead of new developments. Our Adviser Academy supports your professional development in later life planning. It’s just one of the benefits we can offer you. Discover our range of content, watch our on demand videos, or take a look at our latest articles and insights. There are case studies to check out, too.
Our goal is to develop strong relationships with our advisers. That means making it easy to do business with us, and helping you create the right outcomes for your clients. In short, we want to help you every step of the way. We provide resources to help you build your business and support your clients.
Ongoing Training
After qualifying, it can feel daunting taking the leap into advising lifetime mortgages. We want to help you in making this transition as simple and easy as possible. You can claim up to four CPD hours toward the CII/Personal Finance Society member CPD scheme by attending one of our interactive and informative Setting the Foundations workshops.
Leading the Way with Lifetime Mortgages
At L&G, we know that great advice is about more than figures and forms — it’s about empathy, trust, and the people behind every decision.
That’s why we wanted to share the real voices of our team and the values that shape everything we do. Through a short film series and true stories from the front line, we’re showing what it means to be:
Leading with compassion – for those navigating challenges, loss or vulnerability
Leading with authenticity – real people having real conversations
Leading with teamwork – because support for you and your clients starts behind the scenes
When clients are making decisions that affect the rest of their lives, they need more than products — they need people who care. And as an adviser, you want to feel confident that the provider you recommend is aligned with your values.
The Power of People: What Really Sets Us Apart
Advisers know that trust isn’t built through marketing slogans. It’s earned over time - through consistency, empathy, and action. That’s why we turned the camera on ourselves. In a series of videos, real L&G team members - from adviser support to customer service - speak openly about the moments that matter: calming a worried client, helping someone understand their options, or simply listening without rushing.
Advisers tell us that what matters most is knowing your client will be treated with the same care you would give them.
Tools for you and your clients
To support these stories, we’ve created a downloadable adviser guide ‘Leading the way in lifetime mortgages’ designed to help you explain why provider choice matters. It offers:
- Real case studies from our lifetime mortgage customers ‘in their words’
- Conversation prompts for talking about the importance care, long-term planning and vulnerability
- Videos about our free Care Concierge service and how we provide free support to lifetime mortgage customers and their immediate families
- It’s a practical resource to help you have deeper, more values-based discussions.
Visit the Campaign Hub
Watch the videos, hear the stories, and download the guide today: Leading the way with lifetime mortgages.
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Listen to our new Podcast ‘Just Covered’ designed by advisers, for advisers
Geographical / Postcode restriction or other important note before advisers go through application process:
L&G do not offer Lifetime Mortgages in Northern Ireland