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Consumer Protection Working Group - Case Study Research & Best Practice

File size: 388kb | Type: PDF | Resources

Download the CPWG Case study research and best practice tips. Covering: Duress, Fraud/Theft, Abuse of Power and Drawdown

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Consumer Information Brochure

File size: 961kb | Type: PDF | Brochures

Consumer Information Brochure

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Minutes of 23rd AGM 270417

File size: 616kb | Type: PDF | Council meetings

Minutes of ECR 23rd AGM, held on 27th April 2017

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Interactive Application Form

File size: 4042kb | Type: PDF | Resources

Application form for new members

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Adviser Guide to Equity Release

File size: 7686kb | Type: PDF | Resources

We have put together this guide to help you when advising your clients on equity release. This guide will not only show you the features of the available propositions, but also help guide you through the actual advice process. You will find information on market background, reasons to engage in this market, and what qualification routes are required in order to be able to advise on this type of product effectively. It is designed to give you a deeper understanding of the products, and the wider market, which will help you to become confident about engaging in this market, and in promoting the product’s features and benefits to your clients.

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Equity Release Rebooted white paper - April 2017

File size: 2133kb | Type: PDF | Council publications

Wealth accumulated via mortgage repayments reaches a record £62.7 billion in 2016 as UK faces a retirement income crisis

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Ombudsman News March/April 2017

File size: 467kb | Type: PDF | Regulatory

Plans into Action
It’s become a bit of a cliché to talk about putting people before process. But it’s a phrase that sticks around because it’s a perennial problem organisations grapple with – particularly large ones, where it can sometimes feel that internal procedures work against customer service and common sense.

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23rd AGM Ballot Paper

File size: 93kb | Type: DOCX | Council meetings

23rd AGM Ballot Paper

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Equity Release Market Report Spring 2017

File size: 686kb | Type: PDF | Council publications

Lifetime products become fastest growing mortgage segment after record breaking year for equity release

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23rd AGM Agenda - final

File size: 616kb | Type: PDF | Council meetings

23rd AGM Agenda - final

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