Later Life Lending Webinar: Equity Release in Focus

Webinar
Wednesday, 02 December 2020
10:00 am – 11:00 am (UK time)
    • Pure Retirement Ltd

Later Life Lending Webinar: Equity Release in Focus

PLEASE NOTE, PLYMOUTH & CORNWALL INSURANCE INSTITUTE & PFS MEMBERS HAVE PRIORITY IN RESPECT OF BOOKINGS.

Overview

The use of equity release as a financial tool has gained significant momentum of the last 5 years and is showing no sign of slowing. Continuous growth spans from not only record low interest rates, but the industries focus on innovation and development to ensure everyone the offering is both competitive and appropriate.

Jane and Daniel of Pure Retirement Ltd will present a general introduction to the industry, 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

  • Obtain a good understanding of equity release, its background and where the industry is heading

  • Understand the advice process

  • Understand modern equity release

  • Understand the different ways equity release can help your clients

Speaker Biography

Jane Forshaw & Daniel Edmondson - Pure Retirement Ltd.

Further information on the speakers can be found at https://www.pureretirement.co.uk/professionals/about-us/meet-the-team/intermediary-sales-and-marketing/

NB - A link will be sent via your email address supplied at the time of your booking. PLEASE DO NOT share this with anyone else.

Please note that this webinar will be hosted on the Zoom platform which may be restricted by some employers.Members may need to utilise their own personal devices in these circumstances to access the platform.

This presentation is suitable for our PFS members

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.