Equity Release Exam Workshop

The Personal Finance Society and the Insurance Institute of Perth and Dundee is happy to invite you to Legal & General’s Equity Release (ER1) Exam Study Workshop, in Perth.

Please reserve your place to avoid disappointment; places are strictly limited to ensure that each delegate can get the most out of the session.

In this workshop we will cover:

• the legal and regulatory considerations of equity release;
• how to target appropriate customers,
• key equity release products plus the alternatives that are available;
• how to determine which solutions are best suited to different types of clients
• the taxation implications and State Benefits related to equity release;
• the advantages/disadvantages and possible risks of each solution to the client
• how to approach the case study style questions.

Learning Objectives

At the end of this workshop, you will have a greater understanding of:

• the principles of equity release and the types of equity release schemes available
• the suitability and affordability of the different types of equity release products
• the risks to the consumer associated with equity release
• the application of suitable equity release solutions according to the circumstances of different consumers.

To book click here.

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