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Equity Release Council Document
Equity Release Council Document

Complaints and Disciplinary Process

File size: 687 KB | Type: pdf | Resources

Equity Release Council – Complaints and Disciplinary Process

Equity Release Council Document
Equity Release Council Document

Beyond bricks and mortar: the changing role of property in later life financial plans

File size: 2 MB | Type: pdf | Council Publications

Equity Release Council report – Beyond bricks and mortar: the changing role of property in later life financial plans – supported by Key

Equity Release Council Document
Equity Release Council Document

OVER HALF OF OLDER HOMEOWNERS FACTOR PROPERTY INTO THEIR FINANCIAL PLANS AS ATTITUDES SHIFT IN LATER LIFE

File size: 308 KB | Type: pdf | Council Publications

OVER HALF OF OLDER HOMEOWNERS FACTOR PROPERTY INTO THEIR FINANCIAL PLANS AS ATTITUDES SHIFT IN LATER LIFE

Equity Release Council report – Beyond bricks and mortar:
the changing role of property in later life financial plans – supported by Key

Equity Release Council Document
Equity Release Council Document

Sales Support Templates

File size: 133 KB | Type: docx |

A useful range of templates you can use directly to contact/talk to your client base. Provided by Just Retirement they could help you grow and/or develop your business.

Equity Release Council Document
Equity Release Council Document

Customer Referrals

File size: 835 KB | Type: pdf |

Customer Referral resources by Pure Retirement

Equity Release Council Document
Equity Release Council Document

Marketing Support

File size: 848 KB | Type: pdf |

Marketing Support resources by Pure Retirement

Equity Release Council Document
Equity Release Council Document

3rd Party Client Declaration Form

File size: 33 KB | Type: pdf |

3rd Party Client Declaration Form – example doc by Viva Retirement Solutions

Equity Release Council Document
Equity Release Council Document

Porting Process

File size: 793 KB | Type: pdf |

Porting Process – example document by Pure Retirement

Equity Release Council Document
Equity Release Council Document

Customer Journey

File size: 100 KB | Type: pdf |

Customer Journey by Pure Retirement – example doc by Pure Retirement including following processes: Application to Offer and Offer to Completion

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