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Bridgewater and Just Retirement launch workshops

Robyn Hall

February 18, 2013

The workshops are aimed at advisers looking to expand their market knowledge and aim to help them identify opportunities where they can write more business.

Chris Prior, sales and distribution manager at Bridgewater, said: “The profile of the typical older homeowner that decides to release equity has evolved over the past few years so advisers may not be as adept as they could be at identifying potential candidates.

“After attending one of our workshops, advisers will have a much more comprehensive understanding not just of the market and the products available, but also which individuals could benefit from releasing equity.”

Stephen Lowe, group external affairs and customer insight director at Just Retirement, added: “Housing equity is being used to satisfy an increasingly varied range of client needs from topping up retirement incomes to repaying interest-only mortgages and passing down wealth to children.

“Today’s modern adviser must be prepared and equipped to create a total asset decumulation plan, including housing wealth, to help clients navigate through a complex set of life events during retirement.

“Attending the workshops will help build awareness of the considerations, knowledge and confidence.”

The first session takes place at the Holiday Inn in Solihull on the 5th March and subsequent events are scheduled for the Holiday Inn Filton in Bristol (6th March), the East Sussex National Golf Course (7th March), London’s Hilton Tower Bridge (12th March), Bolton’s Reebok Stadium (13th March) and the final workshop will be at the Thorpe Park Hotel in Leeds on the 14th March.


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