Home reversion provider Bridgewater Equity Release is to hold its final Masterclass event of the year in London next month.
It will be held at Ashford’s Solicitors, 1 New Fetter Lane, London EC4A 1AN on Tuesday 16 December. Three equity release specialists will give their take on the sector’s expansion and how advisers can best position themselves for growing product demand.
Peter Barton of Ashford’s Solicitors, Peter Welch of Touchstone Equifax and Chris Prior of Bridgewater will be using their presentations at the London Masterclass to help attendees establish a robust marketing and sales strategy for 2015 including how they can generate and convert more leads.
They will also be discussing the growing provider interest in the equity release market and looking at the methods advisers can adopt to secure more introducers.
The final Masterclass of the year will include the following presentations:
· Peter Barton will be reviewing the complicated legal aspects involved in equity release cases, with a particular focus on lenders’ changing legal requirements and how this operates in practice.
· Peter Welch will highlight the hidden gems of data to help advisers target, acquire and advise equity release customers.
· Chris Prior will look at the equity release market as it stands including the latest statistics and what plans are being used for, plus he will also show advisers how they can branch out into other areas of later life advice to provide a more holistic service.
The Masterclass will begin at 9.30am for a 10am start and will finish at 12.30pm. Lunch will be provided allowing delegates the opportunity to network with other advisers and speakers.
Prior said: “This is the final Bridgewater Masterclass of the year and it will allow specialist advisers, active in London and the South East, to learn about how they can develop their offering for what promises to be a growing market in 2015. By quarter three this year, the sector had broken through the £1 billion lending barrier – a point which was not reached until the end of last year. 2015 is therefore set up to improve considerably on this figure as demand for equity release continues to increase and a growing number of providers enter the sector. By this time next year it would be very surprising not to have a number of mainstream, high-street names operating in the equity release market and this will mean the products become much more widely known and accepted.
“The speakers at the London event will be outlining just how advisers can gear up for the anticipated growth in the market and how they can ensure their services are prominent in the shop window when customers come calling. We believe 2014 has been something of a landmark year for the equity release market and anticipate the next 12 months and beyond presenting a significant opportunity for both specialist equity release and later life advisers. It would therefore be great to see advisers at our London event – I guarantee they will come away with a renewed energy for the challenges ahead and some strong ideas on how to develop their businesses and secure new clients.”
