Equity Release in Focus
he use of equity release as a financial tool has gained significant momentum of the last 5 years and is showing no sign of slowing. Continuous growth spans from not only record low interest rates, but the industries focus on innovation and development to ensure everyone the offering is both competitive and appropriate.
Anna and Hattie will present a general introduction to the industry, providing the knowledge, contact and support to allow people to venture further into this space. This session will help alleviate some common misconceptions with equity release and showcase how viable it is as a financial consideration for you and your clients. Equity release is and should be a part of every financial discussion when we are catering for clients in later life.
Learning objectives.
- Obtain a good understanding of equity release, its background and where the industry is heading
- Understand The advice process
- Understand modern equity release
- Understand the different ways equity release can help your clients
Venue
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.