Press releases

Legal & General Home Finance announces CII accredited equity release workshops

Legal & General Home Finance has announced it will offer its first new CII-accredited workshops for mortgage intermediaries. The aim of the one-day workshops, which are led by the CII, is to support advisers interested in taking the Level 3 Certificate in Equity Release.

17 Jan 2019


Press release (PDF 346KB)

The new workshops follow up on Legal & General Home Finance’s announcement last year of a new strategy when it appointed Marie Catch as Head of Mortgage Broker Sales. The retirement lender wants to engage the mortgage intermediary sector, encouraging more brokers to take equity release qualifications and advise their clients on later life lending solutions. Legal & General has previously stated that it is committed to growing the lifetime mortgage market and bringing both the mainstream and retirement lending sectors closer together.

The Level 3 Certificate in Equity Release meets the Financial Conduct Authority’s requirement for mortgage advisers and those advising on equity release schemes. At the end of the workshop, candidates should be able to understand: the principles of equity release and the types of schemes available; suitability and affordability of the different types of products; the risks to the consumer; and the application of suitable solutions according to the circumstances of the customer.

Advisers interested in attending one of the workshops can register here.

Further information

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Margrit Williams

PR & Communications Director

Legal & General Retirement Institutional

T: +44 78 44 33 9222

Email Margrit Williams

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Nick Seymour

Rostrum Agency

T: 020 7440 8670

Email Nick Seymour