Legal & General announce equity release workshops

Legal & General is to offer CII-accredited workshops for mortgages intermediaries.

The workshops aim to support advisers taking the Level-3 certificate in equity release; the event will give an overview of the syllabus for the qualification and provide guidance practice.

The topics the workshop will include are how to target appropriate customers, key equity release products and the alternatives available to potential clients.

By the end of the workshop candidates should be able to understand the principles of equity release and the types of schemes available; suitability and affordability of the different types of products; the risks to the consumer; and the application of suitable solutions according to the circumstances of the customer, according to Legal & General.

Legal & General head of mortgage broker sales Marie Catch says: “Our partnership with the CII through these new workshops is part of our plan to open up distribution and help the retirement lending sector to reach its full potential.

“We’re confident these sessions will give more advisers the support they want to start their journey into lifetime mortgages.”


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