Equity Release - The Role of the Financial Adviser

Introduction

This new webinar explains how giving advice on equity release is different from dealing with standard residential mortgages. Typical equity release clients are in the ‘decumulation’ stage of their financial life.

They will be depending on their accumulated wealth to meet all their future needs without time or income to recover from financial planning mistakes. As a result, Equity Release Advisers must take a broad approach that goes beyond identifying the most suitable lifetime mortgage.

What You Will Learn

This webinar will cover the following:

• The scope of the Equity Release Adviser’s role
• Acceptable and unacceptable client objectives
• Planning for unconsidered financial needs
• Recognising and supporting vulnerability
• The importance of current and future budgeting
• Estate planning, Wills and Powers of Attorney
• Dealing with the impact on third parties

This pre-recorded webinar will be available to view from Thursday 9th October 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.