Bridgewater Equity Release is to hold its next free half-day Masterclass event in Bournemouth this month.
The Masterclasses are aimed at existing equity release advisers who are looking for support, insight and information on a variety of relevant topics in their field. The event is for those practitioners who are seeking to achieve the highest standards in the marketplace, the firm said.
The Bournemouth Masterclass takes place on Tuesday 20 May at the Village Hotel, Wessex Fields, Deansleigh Road, Bournemouth BH7 7DZ. It begins at 9.30am for coffee with presentations starting at 10am. Lunch and networking will follow at 12.30pm.
The agenda for the day offers a number of speakers covering a range of topics including Simon Tranter, Grainger plc’s risk and compliance officer, looking at the Mortgage Market Review (MMR) rules, its impact on equity release and focusing on the suitability of advice from a provider’s point of view.
Jeremy Davies, joint managing director of Symponia, will cover the long-term care marketplace and how equity release can play a part in funding client’s needs in this area. Finally, Chris Prior of Bridgewater will look at a variety of adviser issues including how to generate and convert more leads and how best to put in place a strong introducer network.
Prior (pictured), manager of sales and distribution at Bridgewater Equity Release, said: “By the time our Masterclass sessions begin in Bournemouth our industry will have had close to one month under the new MMR rules and these series of presentations give attendees a chance to hear about the new environment, their place in it and how providers are reacting to the new rules.
“It is also an opportunity to learn more about the growing number of solutions that can be addressed by equity release and to gain some insight into the ways in which they can grow their business volumes.
“The South Coast of the UK is home to many retired people and has a growing number of equity release advisers active in this area – we are looking forward to welcoming them to Bournemouth on the 20th May for what is sure to be an array of interesting sessions designed for those advisers who are continually seeking to improve their advice and the strength of their proposition.”
