Bridgewater to school advisers at ER roadshows
Chris Prior, manager, sales and distribution at Bridgewater Equity Release, will teach advisers about home reversion options for equity release customers.
He will also explain Bridgewater’s product range and criteria, including the portability of its products.
Roadshows will take place in Manchester on 19 January, Swindon on 29 January and London on 5 February.
Chris Prior, manager, sales and distribution at Bridgewater Equity Release, said: “Given the changes that will be made to the pensions sector in April this year, and the new freedoms introduced, 2015 is a vitally important year for advisers active in the retirement and later life marketplace.
“The type of flexibility the newly-retired, and potentially those already in retirement, will have fundamentally changes the way individuals can access their pension income and fund their retirement.
“Also with the introduction of the Guidance Guarantee, advisers certainly need to have a strong proposition in place to ensure they secure access to clients who are likely to have many questions after they have been through their guidance meetings.
“This is why Bridgewater is very keen to support advisers as we move towards April and beyond, in particular highlighting at events such as those being held by the Equity Release Club the equity release product options that are available in the home reversion sector.”
Roadshows run from 9am until 4pm with lunch provided, while advisers looking to attend can book online for £10.
Prior added: “We have already seen an increasing need and demand for equity release products in 2014 and we fully expect this to continue; advisers therefore need to be clear and up-to-date about the options available and the customer circumstances in which equity release does and doesn’t make sense.
“These events will certainly provide advisers with a strong grounding in what is required of them and we look forward to seeing the community come together in Manchester, Swindon and London over the next few weeks.”