Bridgewater Equity Release has released details of its third Equity Release Advice Masterclass for 2012.
It is designed for advisers who want to become experts in equity release and will be held in Solihull at the Village Hotel, The Green Business Park, Shirley B90 4GW on Tuesday 17 July.
The free event starts at 10am and finishes after lunch at 1pm. Free parking is available for all delegates.
Four speakers will cover a range of topics which are particularly relevant for any adviser already active in the equity release market. The subjects and speakers are:
Longevity – the changing impact on equity release advice. Paul Barber, director, Bridgewater Equity Release.
The UK housing market – an investor’s view of current trends and future expectations of the residential market. Tracey Hartley, senior manager, Grainger plc’s Property Services Division.
The legal process – insights into the legal process and how understanding it can improve practice and profitability. Claire Barker, managing partner at Equilaw and chairman of the Equity Release Solicitors’ Alliance (ERSA).
The equity release advice process – developing best practice to ensure customer risk is appropriately matched to the advice offered. Chris Prior, business development manager, Bridgewater Equity Release.
The Masterclass is aimed at those advisers already active in the equity release sector but looking to develop their understanding of current market issues and further develop their client service proposition.
Chris Prior said: “Our first two Masterclass events have been very warmly received and we have gained a significant amount of positive feedback from all those advisers that attended. We continue our aim to get around as many regions of the UK as possible in 2012 and next month we are heading to the Midlands where we hope the regional equity release advisory community will see the benefits of joining us.
“These sessions are primarily aimed at those advisers who are active in this marketplace but wish to reach a higher standard in their advice provision. The seminar presentations are all aimed at providing insight and information into a number of specific equity release-related areas which should add value to an adviser’s overall proposition and offering.
“We have brought together an array of industry experts to cover areas such as the legal process, the effect of longevity on equity release, while I will cover off best practice in the advice process itself.
“If previous events are anything to go by then we believe advisers will come away with a significant amount of value and information to take back to their businesses and impart to their client base.”
