Canada Life launches equity release workshops

Michael Lloyd

January 14, 2020

Canada Life Home Finance has launched its first series of workshops in 2020 for advisers who are looking to become equity release qualified.

Its Equity Release Exam workshops, which are provided in collaboration with training and consulting firm Fortica, will run nationwide in February and March.

Alice Watson (pictured), head of marketing, insurance at Canada Life, said: “As people continue to look for ways to improve their retirement income, we have a key role to play in ensuring there are qualified advisers available to meet growing client demand.

“To support advisers who want to become equity release-qualified, and the sector overall, Canada Life is organising another series of exam workshops for 2020.

“These workshops have proved incredibly popular in the past, with more than 500 advisers attending over the last two years.

“They form part of a series of events from Canada Life, designed to help boost the capabilities of advisers, who are either looking to become qualified or to become more confident in using their qualification.

“Through providing the workshops, we hope that more people will be able to access the independent advice needed to take out products which meet their needs and circumstances.”

The workshops, which are free of charge, were attended by over 200 advisers in 2019.

This year’s workshops and course materials have been updated to ensure they reflect the changes made to aspects of London Insititute of Banking & Finance’s syllabus.

These include changes to the text around powers of attorney and complaint handling, and increasing the number of topics from three to six.


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