Giving Equity Release Advice

Just Retirement is committed to giving financial intermediaries practical information and guidance that will help ensure that they are in a position to understand the nuances for providing advice on equity release.

Equity Release is a serious financial decision that usually requires handling with care and sensitivity. If approached in the right way, it can be a particularly rewarding area in which to advise clients. There are many opportunities and possibilities for professional, qualified financial intermediaries as there remains a significant under-supply of advice in the market.

Here we help you consider what you need to equip yourself with, to get your equity release business started, including:

• some tips for effective fact-finding     
• a guide to key considerations when assessing the suitability of equity release for your client
• the qualifications needed to give advice
• training and support that is available from Just Retirement

Useful links Referral service   
Equity Release calculator