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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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Equity Release Council GCM 081216 Slides

File size: 8578kb | Type: PPTX | Council meetings

Main Slides from ERC GCM 08/12/16

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Pure Retirement ERC GCM 081216 Slides

File size: 3793kb | Type: PPTX | Council meetings

Pure Retirement Slides for ERC GCM 08/12/16

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Response to FCA Consultation on Appropriate Qualification Exam Standards

File size: 28kb | Type: DOCX | Regulatory

Equity Release Council - Response to FCA consultation on appropriate qualification exam standards, December 2016

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Checklist for Advisers

File size: 436kb | Type: PDF | Resources

This guide is designed to provide you with direction when you’re advising customers on equity release. It covers 13 of the most significant points to consider in the advice process and when you’re assessing the customer’s suitability for equity release. You should also refer to other industry practice notes for fuller details of the advice requirements outlined in MCOB Chapter 8.

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GCM 8th December 2016 Agenda

File size: 292kb | Type: PDF | Council meetings

Agenda for GCM

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Minutes from AGM 28th April 2016

File size: 581kb | Type: PDF | Council meetings

Minutes from 22nd AGM held on 28th April 2016

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ER Council response to HM Treasury's consultation: Introducing a Pensions Advice Allowance - Oct 2016

File size: 271kb | Type: PDF | Parliamentary

ER Council response to HMT consultation: Introducing a Pensions Advice Allowance

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