Membership overview
Benefits of Membership
-
Use of our member endorsement mark on your website and campaigns, to give additional reassurance to your prospective and current clients that you are abiding by the Council’s Statement of Principles
-
Visibility to consumers via the Council’s website and access to the members' area, where you will find: newsletters; technical bulletins; briefings, and; our pool of resources including the Equity Release Adviser Guide & Toolkit
-
Comprehensive checklist of standards and our guidance throughout the advice process
-
Access to networking opportunities by joining The Council at exhibitions, seminars incl. opportunities to be involved in presentations to conference delegates and/or having The Council speaking to your Business Development/company events
-
Access to a number of workshops delivered both at Council meetings, roadshow events and to an accredited training programme which is provided via the Later Life Academy should you opt to join
-
The authority of The Council’s role as a single point of contact with government, regulators, media and consumers, improving understanding of modern equity release products. Input to consultations and access to parliamentary briefings on key business issues, and a voice at the table of political regulatory decision makers via our focused Working Groups
-
Exclusive access to potentially reduced professional indemnity premiums for eligible adviser-firms, with broker UKGlobal
-
Dedicated PR campaigns, that combine the expertise of The Council and our specialist consultancies. Research derived from the quarterly consumer campaigns and from our definitive biannual market report offering hard data to advise your strategies
Fees overview
Financial Advisers
Annual Membership Fee scale for 2022 financial adviser organisations:
Solicitors
Solicitor fees 2022 based on caseload volume at point of joining and at each renewal
Associate Members and Providers
*An application fee of £70.00 would be required for each individual associated with the application.
Application process and form
Want to know more about Equity Release Council membership?
We have also produced a member prospectus that outlines some of the benefits of Council membership. The prospectus builds on some of the benefits outlined above.
Recently qualified or considering a career as an equity release adviser?
We have produced an adviser guide to help you when advising your clients on equity release. This guide will not only show you the features of the available propositions, but also help guide you through the actual advice process. You will find information on market background, reasons to engage in this market, and what qualification routes are required in order to be able to advise on this type of product effectively.
Adviser Guide to Equity Release
File size: 8 MB | Type: pdf | Resources
Member prospectus 2023
File size: 22 MB | Type: pdf | Brochures