Upcoming Event: June 12th at 9.00am – Understanding Equity Release and How it Can Help You to Educate Your Clients.

The demand for equity release has been growing exponentially, cementing its position in mainstream financial services as a crucial source of finance in later life. According to the Financial Times, UK homeowners aged 55 and over extract more than £10m of tax-free cash from their properties every day!

The steady growth of the equity release market is, in part, the result of product innovation and increased flexibility; providing more options to suit individual requirements. For example, drawdown lifetime mortgages have proved to be one of the most popular product types available.

However, with increased demand comes the need for tighter regulation, enhanced knowledge, skills and experience. The Equity Release Council has recognised the need for a new competency framework to guide and support industry professionals in delivering an effective service to consumers. Similarly, Personal Retirement Planning is proactively supporting the initiative by educating financial intermediaries on equity release, so they are better equipped to have conversations with their clients.


On June 12th we will be hosting a breakfast briefing event in London sponsored by Pure Retirement to educate professional introducers on the fundamentals of equity release so they can educate their clients.

Who can attend?

The event is suitable for financial intermediaries and professional introducers including IFAs, accountants, solicitors and mortgage brokers.


When and where is the event?

The event is on 12th June from 9.00am until 13.00pm at etc.venues Monument, 8 Eastcheap, London, EC3M 1AE.


What’s on the agenda?

  • An explanation of the fundamentals of equity release
  • The reasons why over 55s unlock cash from their properties
  • Why equity release could be the most suitable finance solution for your clients

Our speakers include:

Chris Flowers from Pure Retirement

pure-retirement

 

Jacqueline Berry from My Care Consultant

MyCareConsultant

Natalie Payne from Mackrell Turner Garrett

Mackrell Turner Garrett


Why should you attend?

  • To develop an understanding of equity release and how it can help your clients
  • Because your clients will expect you to talk about and explore this option with them
  • To learn how you can offer equity release to your clients
  • To meet and network with other industry professionals

Spaces are limited, if you are interested in attending please register now to secure your place!

For more information about the event, and to register, follow the link below to our Eventbrite page.

Related Posts

How to Reduce the Cost of Equity Release

Homeowners aged 55 and over unlocked £1.17bn of property wealth during Q2 2021. There were 20,352 new and returning customers who accessed some of the cash tied up in their homes. As the number of borrowers continues to soar and the amount of property wealth that UK homeowners access also increases, it’s ever more important …

Is Equity Release a Good Idea and is it Safe?

More and more people are considering equity release as a way to raise cash in later life. Factors including increasing life expectancy, coupled with a state pension age that is a moving goal post, are just some of the reasons why equity release is becoming a more popular option in retirement. However, you may have …

How Equity Release Can Help Reduce Inheritance Tax

As inheritance tax bills increase, more and more people are looking for ways to reduce their inheritance tax liability and equity release can be an option for some. What is Equity Release? Equity release allows you to access the cash tied up in your home via a loan that is secured against the value of …

New Partnership with Strathmore Wills & Estate Planning

We are delighted to announce our new partnership with Strathmore Wills & Estate Planning! By way of introduction, we spoke to our new partners, Ravi and Kamal, to hear first-hand about their company and what the new partnership means for them, their business, and most importantly, their clients… Tell us about your company, what services …

How can we help you help your clients?

Become an introducer

Leave a Reply

Your email address will not be published. Required fields are marked *