Legal & General Home Finance has launched a series of ‘Setting the Foundations’ workshops for advisers newly qualified in equity release, aimed at providing them with the knowledge and confidence to start advising clients on lifetime mortgages.
23 Jul 2019
The later life lending market has grown significantly in recent years, with equity release identified as the fastest growing part of the mortgage market. Legal & General Home Finance is hosting the workshops to help advisers develop functional skills and prepare them with the tools they need to manage conversations about lifetime mortgages.
These latest events are designed to follow the CII-led Equity Release Exam Workshops, which are running throughout 2019 and are designed to prepare advisers to pass the Level 3 Certificate in Equity Release. After passing their exams, attendees can progress to the Setting the Foundations workshops to build their confidence and get the support they need to advise on their first cases.
Legal & General Home Finance is also hosting regular peer-to-peer forums for compliance professionals from adviser firms, led by Chief Risk Officer Sally Clayton. These forums aim to address the risks and challenges associated with advising on lifetime mortgages and how businesses can overcome these issues. The next forum in September is open for registrations.
Recent attendee: "Thanks for a comprehensive and enlightening workshop. You covered all of the questions I had in advance and many things besides. This is a great day for anyone approaching the equity release market or who has done a few cases and is looking to develop their practice."