We’re thrilled to introduce our new range of workshops, which have been designed with you in mind. Whether you wish to get qualified and join the equity release sector, or you’re an experienced adviser who wants to add to their toolkit, we’ve got something for you.

We were delighted with the response that we got to our workshops last year, with over 300 non-qualified advisers joining our Equity Release Exam Workshops and over 350 advisers joining our Equity Release Lead Generation Workshops. This year, we’ve added more workshops to the series, reinforcing our commitment to adviser support.

Home Finance Workshops

Our range of workshops are free to attend, and will be hosted nationwide throughout 2019. We’ll be releasing the full details (including dates and venues) shortly, but for now you can register your interest for our:

• Equity Release Exam Workshop – this workshop has been designed to support advisers in achieving their equity release qualification.
• Setting the Standard Workshop – this workshop looks at best practice in the industry, including what to consider when speaking to customers to ensure good customer outcomes.
• Equity Release Lead Generation Workshop – this workshop is designed to support advisers who are looking to increase their engagement with the sector.
• Long Term Care Exam Workshop – this workshop supports advisers who are looking to add the CF8 qualification to their toolkit.

Why get involved in the equity release market?

Equity release is no longer seen as a product of last resort. As you know, in a post pension freedoms world, many clients are realising that the value in their property vastly exceeds their pensions, investments and savings, and recognise that tapping into that property wealth could be a sensible solution.

The equity release industry has gone from strength to strength, with the Equity Release Council announcing a 24% increase year-on-year in Q3 2018. This growth is set to continue, with many homeowners starting to look at retirement income holistically.