PFS: Understanding Modern Equity Release with Pure Retirement

Online
Tuesday, 25 January 2022
9:30 am – 11:00 am
    • Daniel Edmondson, Business Development Manager, Pure Retirement
    • Ashley Sampson, Business Development Manager South East, Pure Retirement

The use of equity release as a financial tool has gained significant momentum over the last 6 years and is showing no sign of slowing. Continuous growth spans from not only record low interest rates, but the industry's focus on innovation and development to ensure everyone's offering is both competitive and appropriate.

This webinar will present a general introduction, 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:

By attending this webinar, delegates will be able to identify:

  • Equity Release, its background and the evolution of the ER market
  • How has innovation impacted the industry
  • Modern equity release and the different ways these plans can help your clients
  • Pure Retirement – Who we are and what we offer

Speaker Biographies:

Daniel is one of the regional BDM’s at Pure Retirement covering the North of England, Scotland and Northern Ireland.

Within Daniel’s role he open the line of communication between adviser and lender to build strong longstanding relationships. With over 6 years B2B sales experience. Daniel not only has the practical experience in the leisure, food and financial service sectors, but also the theoretical knowledge specific to his role with a degree in business management.

Ashley is one of the regional BDM’s at Pure Retirement covering the Southern region, more specifically the South East of England.

Ashley’s has a vast array of experience within the financial service sector. Notably pensions, investments and annuities and more recently later life lending. Ashley is field based and covers this area specifically so please feel free to contact him directly should you require more information following the session.

Venue
  • Online

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 1/2 hours' 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.

Ticket type Price   Qty  
Member
Free
Non-Member
£ 15.00