L&G to host equity release workshops

Robyn Ashman

July 23, 2019

Legal & General Home Finance has launched a series of workshops for advisers newly qualified in equity release.

The ‘Setting the Foundations’ workshops are aimed at providing advisers with the knowledge and confidence to start advising clients on lifetime mortgages.

Legal & General Home Finance is hosting the workshops to help advisers develop functional skills and prepare them with the tools they need to manage conversations about lifetime mortgages.

Topics covered by the workshops include where to find prospective clients,  the considerations needed for an effective ‘fact find’,  how and where to source lifetime mortgage products and the difference between underwriting for a residential mortgage and a lifetime mortgage.

Workshops will also cover the role of the conveyancer, how to know your business is ready: a checklist to getting started, how to register with lenders  and how to make a plan and take it forward.

The next Setting the Foundations workshop will take place at Legal & General Home Finance’s office at Chadwick House, Solihull on Wednesday 25 September 2019. There is limited availability and advisers interested in attending the workshop can register here. The first Setting the Foundations workshop was held in July and was well-received by the industry, attracting the attention of many advisers newly qualified in equity release.

These latest events are designed to follow the CII-led Equity Release Exam Workshops, which are running throughout 2019 and are designed to prepare advisers to pass the Level 3 Certificate in Equity Release. After passing their exams, attendees can progress to the Setting the Foundations workshops to build their confidence and get the support they need to advise on their first cases.

Legal & General Home Finance is also hosting regular peer-to-peer forums for compliance professionals from adviser firms, led by chief risk officer Sally Clayton. These forums aim to address the risks and challenges associated with advising on lifetime mortgages and how businesses can overcome these issues. The next forum in September is open for registrations.

Sign up to our daily email