This CPD accredited Equity Release Academy is designed for advisers with ER1 (or equivalent qualification) who want to become more active in this market.

Packed with content, it’ll allow delegates, working in small groups, to develop a client case study through fact finding; research; and present solutions as though to a client.

The workshop will look at advanced advice subjects such as tax planning, care planning and showing how equity release can work alongside other retirement products.

By attending ‘Advanced ER planning’, you’ll be able to:

* Enhance your advice skills in the equity release market.

* Recognise where equity release might be appropriate through robust fact-finding and use of other tools and calculators.

* Identify and recommend client specific solutions from the fact-finding information.