Bridgewater outlines four equity release sessions

Ryan Fowler

July 28, 2014

The sessions, aimed at equity release advisers who want to be experts in their field, will take place at four locations – Solihull in September, Leeds in October, Bristol in November and London in December.

At each event, Peter Barton of Ashford’s Solicitors, will review the legal aspects involved in equity release cases, with a particular focus on lenders’ changing legal requirements and how this operates in practice.

Barton will also highlight the hidden gems of data to help advisers target, acquire and advise equity release customers.

Chris Prior, manager, sales and distribution at Bridgewater Equity Release, will review the equity release market as it stands.

Prior said: “In these four Masterclasses we will be covering a diverse range of topics including the legal ramifications of equity release, the data advisers can utilise in order to help grow their customer base and a wider look at later life advice in order to satisfy the wider needs of existing and potential clients.

“Our aim as always is for advisers to hear from experts in their field and explore some of the key issues affecting the sector and the potential opportunities that exist within it.

“We are sure there will be something for every equity release specialist that attends and look forward to meeting up with advisers across the country from September onwards.”

The event is free and is aimed at advisers already active in the equity release sector but looking to develop their understanding of current market issues and further develop their client service proposition.

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