Membership Overview

The Council’s aims and objectives are centred on sustaining and growing this safe and innovative market, whilst ensuring continued focus is on positive outcomes for the consumer. We aim to provide unbiased information, educating the consumer, influencing policy and positioning equity release as a true and relevant mainstream option in the ‘At and In’ retirement phases of our economic infrastructure.

As the trade body representing all stakeholder firms in the equity release industry we therefore welcome applications from provider firms, adviser firms, solicitor/legal executives  and conveyancing firms as well as firms that have a vested interest in the sector who may be able to join our associates category. For more information on fees and pertinent information relating to your membership category please see the menu below.

Please note we do not accept individual applications on their own without also receiving a Firm’s application except for those being added to an existing Firm membership.

Once we have received your application we will arrange for an invoice to be emailed to you for the application fee and membership fee.

If you should have any queries please contact us at [email protected]. Applications can take up to 4 weeks, however depending on the nature of your application this may take a shorter or longer time frame. We will endeavour to keep you updated along the way.

A word from our CEO, Jim Boyd

CEO Jim Boyd sets out why membership of the Council matters.

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Benefits of Membership

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    Representation: we exist to promote and protect our member’s interests, and our community benefits from the authority of our collective voice which speaks with confidence to governments, regulators, consumers, and the media, on behalf of its members.
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    Influence: we recognise the powerful potential of regular engagement with our membership. Members can help to shape the debate on issues affecting the sector via contribution to dedicated member-led forums, the Member Panel, Standards Committee and working groups.
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    Information: stay informed through our regular communications such as technical bulletins, parliamentary monitor, blogs, and the CEO's weekly digest, and shape your business strategies using our comprehensive data 'deep dives' encompassing market reports, sales statistics, thought leadership campaigns, and analysis of the UK’s Financial Ombudsman Service complaints data.
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    Resources: access our dedicated workshops, presentations, downloadable guides and other key documents like the adviser checklist and competency framework, as well as exclusive access to the Members’ Lounge on the Council’s website.
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    Visibility: inclusion in our member directory (which receives more than 2,000 views per month), and exclusive use of our dedicated ‘proud to be a member’ badge  provide a strong and recognisable visual statement of quality, reassurance, professionalism and trust for your customers.
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    Connection: we recognise that the continued success of our members and of the wider equity release profession relies on the capacity of individuals and organisations to connect. The ability to connect at all levels, locally, nationally, and virtually is fundamental to supporting the sustainability, proficiency, innovation, and camaraderie of our growing sector.

Membership Categories

The Council represents the entire equity release customer journey covering firms in the manufacturing and distribution process as well as supporting organisations such as solicitors, tech providers and consultants.

If you do not recognise your firm in these categories please contact membership business development manager Laura Gibson.

 

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