Legal & General equity release workshops receive CII accreditation

LGHF’s ‘Setting the Foundations’ workshop is aimed at advisers newly qualified in equity release, and helps provide them with the knowledge and confidence to begin advising clients on lifetime mortgages. The programme also welcomes delegates that have been qualified for some time, but have not yet used their qualification. The sessions cover a broad range of skills, from marketing and finding new customers to fact-finding.

While sessions have been delivered on Microsoft Teams due to the Covid-19 pandemic, the CII noted positive delegate feedback and commended the workshops’ level of interactivity, the clarity and experience of its trainers, and the quality of supporting materials.

Delegates participating in the ‘Setting the Foundations’ programme can claim up to 4.5 CPD hours towards the CII/Personal Finance Society member CPD scheme.

In May, LGHF launched an online study portal to help aspiring equity release advisers achieve the CII Certificate in Equity Release qualification or equivalent. It is a free-to-access service which usually costs £200, and features content delivered by a CII-accredited tutor.

Moreover, LGHF has placed its entire programme of educational events for advisers online. These have included business growth seminars and workshops for intermediaries entering the equity release market.