Canada Life launches workshops for equity release qualified advisers

Michael Lloyd

January 29, 2019

Canada Life Home Finance has launched a series of events for equity release-qualified financial advisers looking to learn more about industry best practice and improve customer outcomes.

The ‘Setting the Standard’ workshops, which are free of charge to attend, will be run nationwide in March and April, with over 150 advisers having already registered their interest in attending.

Alice Watson, head of marketing and communications at Canada Life Home Finance, said: “At Canada Life we have a key role to play in helping advisers meet the growing demand for equity release in a safe and considered way.

“When we launched our 2018 series of equity release exam workshops we had a phenomenal response from advisers who already held the qualification but didn’t feel confident applying the theory they had learnt to real life scenarios.

“As such, we’ve added more workshops to our growing series of events to demonstrate Canada Life’s strong commitment to supporting advisers in the later-life lending market.

“From newly-qualified advisers to experienced practitioners looking to get pointers on the latest best practise, we’ve found advisers of all capabilities are keen to brush up their knowledge on how to deliver the best customer outcomes, and we’re pleased to be able to support them.”

The training sessions will help advisers make the most of their equity release qualification. Those attending will gain insights on best practice from industry experts and tips on what to consider when having conversations around how equity release can help customers unlock property wealth.

This follow Canada Life’s announcement earlier this month that it would host another round of its equity release exam workshops. The sessions saw overwhelming demand last year, with over 300 unqualified advisers attending.

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