Equity release advisers & social media

Recently, we undertook some research into the social media habits of equity release advisers, and the findings were interesting to say the least.

While 79% of advisers use social media, only 38% stated that they use social media to promote their advisory services. 74% of advisers also said that they would be interested in receiving help to improve their social media presence.

So, as usual, advisers spoke and we listened. We have created this helpful guide for any equity release advisers who want to try and use social media for business purposes, but who could do with a few helpful tips.

For those of you concerned with social media and compliance, the guide contains information from, and link to the FCA’s finalised guidance on social media use.

Need some content to share?

Almost 20% of advisers said that they didn’t use social media more because they have a lack of content to share.

Our Influencer Marketing programme provides advisers who are active on social media with access to research and content before anyone else, and a unique insight into those who are influential in the equity release market on social media. For more information and to opt-in, please read our invitation pack and complete a short survey.

Rate decrease

The Capital Choice rate has decreased to the following: