Jo Wilson
About Jo Wilson
Jo Wilson is a Key Account Manager at Legal & General Home Finance, with extensive experience in banking and finance since 2003. She has played a significant role in developing a lifetime mortgage business and focuses on helping advisers grow their equity release business.
Work at Legal & General
Jo Wilson has served as the Key Account Manager for Legal & General Home Finance since 2017. In this role, she is based in Solihull, West Midlands, and focuses on assisting advisers in expanding their equity release business. Her efforts contribute to integrating equity release into mainstream retirement planning, enhancing the financial options available to retirees.
Experience in Banking and Finance
With extensive experience in the banking and finance sector since 2003, Jo Wilson has developed a strong foundation in financial services. Her career includes significant contributions to the growth and development of financial products, particularly in the area of lifetime mortgages.
Development of Lifetime Mortgage Business
Jo Wilson played a crucial role in establishing a lifetime mortgage business from the ground up. This initiative was recognized for its potential and was subsequently acquired by Legal & General in 2015, marking a significant milestone in her career.
Contributions to Equity Release
In her current position, Jo Wilson has contributed to the evolution of equity release as a viable option in retirement planning. Her work has helped to position equity release as a mainstream financial product, thereby broadening the choices available to individuals planning for retirement.