Pure Retirement have released the following update (see below for details). Full product details from Pure Retirement are available here. Contact our team to discuss any cases or criteria in detail across their full range.
How Advisers Can Help Clients Identify and Avoid Financial Scams
Specialist lifetime mortgage lender Pure Retirement has published a new adviser-focused article exploring how professionals can help clients recognise and avoid financial scams. The piece outlines common fraud tactics, including imposter calls and increasingly sophisticated, technology-driven approaches such as AI-enabled scams. It also highlights six key warning signs of potential fraud, helping advisers guide informed, preventative conversations with clients.
Alongside this, the article signposts trusted resources that can be shared to raise client awareness and support safer financial decision-making.
Designed to support good client outcomes and reinforce best practice, the content offers practical insight advisers can incorporate into their approach.