Delivering Effective Equity Release Advice - A Financial Services Perspective

Introduction

This new webinar will explore the importance of implementing a consistent and effective sales process when dealing with Equity Release. This will ensure that clients have the time and confidence to absorb the advice provided, understand the implications of product choices, and make informed decisions.

By focusing on clear communication, robust budget planning, and comprehensive documentation checks, this webinar will aim to equip advisers with the tools to meet regulatory standards while addressing the unique challenges associated with later-life financial needs.

What You Will Learn

This webinar will cover the following:

• Specific issues related to later-life clients
• Attorney applications
• Review of documentation
• Face-to-face / remote meetings
• Fact finding and formulation of advice
• Importance of advice file checking / validation
• Post application variations

This pre-recorded webinar will be available to view from Thursday 4th September 2025

Alternatively, you can gain access to this webinar and 1,800+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.