Face to face, PFS breakfast session - An update on the Equity Release market and opportunities for Equity Release Advisers

Barton Law Offices
Wednesday, 06 March 2024
8:30 am – 10:00 am (UK time)
    • Peter Barton, Managing Director, Barton Law

We are delighted to welcome Peter Barton - Managing Director of Barton Law for this face to face training workshop.

Session Overview:

Peter Barton, MD of Barton Law a firm specialising in equity release and a member of the Standards Board of the ERC will be presenting on the current state of the lifetime mortgage market, the many opportunities in the sector as well as the current pitfalls making an advisers life difficult.

This is an opportunity to pick the brains of one of the leading Solicitors in the Country in this sector on all things later life borrowing.

Learning objectives

By the end of the session, participants will be able to understand:

  • Update on the current market - what has happened over the past 18 months, the lenders and the next 12 months
  • What are the main issues faced by advisers currently when dealing with clients and lenders - vulnerable clients, legal issues, family
  • How do advisers interact with the lawyer, when and why
  • The view from the ERC and FSA

Peter Barton - Managing Director of Barton Law

Peter specialises in advising clients on Equity Release Schemes.

He has 24 years’ hands-on practical experience and knowledge of working in the lifetime mortgage sector and has advised on hundreds of Equity Release transactions.

Prior to launching Barton Law, Peter was Head of the Equity Release department at Ashfords LLP, one of the largest teams of its kind in the country winning national awards for the quality of its work in equity release and reversion plans.

Peter is a co-founder of the Equity Release Solicitors Alliance and a prominent member of the Equity Release Council.

He’s regularly approached in a consultation role on issues with products and lenders and on product development. He is also a member of the Standards Committee responsible for developing the Equity Release Council’s consumer safeguards and has in-depth knowledge of all of the current lender legal practices and products

  • Barton Law Offices, Leeward House,
  • Fitzroy Rd
  • Exeter
  • EX1 3LJ
View map

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.