Equity Release - The Basics Live at Your Desk

Introduction

With an aging population, funding retirement is not an easy thing to do. More people are turning to equity release as a way of supplementing their pensions to ensure that they can survive financially in later life.

This live broadcast session will run through the basics of equity release, the essential questions to ask and how to best protect the interests of your clients and ultimately your firm.

What You Will Learn

This live and interactive session will cover the following:

• What is equity release?
• What types of equity release?
• A basic toolkit to help assess clients
• Questions to ask of the lender and your client
• Illustrative cases
• Capacity questions and undue influence

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.