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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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Equity Release Market Report Autumn 2016

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

Market Report Autumn 2016

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FCA's consultation on proposed changes to its responsible lending rules - briefing

File size: 224kb | Type: PDF | Regulatory

FCA's consultation on proposed changes to its responsible lending rules - briefing

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HM Treasury: Pensions Advice allowance consultation - briefing

File size: 223kb | Type: PDF | Parliamentary

HMT: Pensions Advice allowance consultation - briefing

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Equity Release Council response to the Financial Conduct Authoritys Retirement Outcomes Review

File size: 177kb | Type: PDF | Regulatory

Equity Release Council response to the Financial Conduct Authoritys Retirement Outcomes Review

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2016 June - ER Council response to the HM Treasury Public Financial Guidance review

File size: 120kb | Type: PDF | Parliamentary

ER Council submission to the HMT Public Financial Guidance review - June 2016

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Equity Release Council Summer Reception 2016

File size: 121kb | Type: PDF | Council meetings

Equity Release Council Summer Reception 2016 at The Terrace Marquee, HoC, London on Wednesday 6 July 2016, 7pm - 9pm

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