The Equity Release Council has launched a Best Practice Guide to complement its Checklist for Advisers and support adviser firms when discussing and documenting customer needs.

The guide is designed to sit behind the current Checklist for Advisers and follows a review of the Council’s rules and guidance, to confirm they are in line with the regulator’s latest thinking.

Together the two documents are designed to promote consistent advice for consumers and help advisers to satisfy both regulatory requirements and the Council’s additional standards.

Equity Release Council Document
Equity Release Council Document

ERC appendix C adviser checklist v9.3

File size: 677 KB | Type: pdf | Resources