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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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23rd AGM Agenda - final

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

23rd AGM Agenda - final

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ERC Final 2016 Accounts - Companies House

File size: 118kb | Type: PDF | Council publications

ERC Final 2016 Accounts - Companies House

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HBB - letter of representation to AGM

File size: 813kb | Type: PDF | Council meetings

HBB - letter of representation to AGM

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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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