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A knowledge sharing community of students, tutors, content sponsors, and acclaimed industry experts – with access to high-quality educational content accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities & Investment (CISI). Accessing this channel requires consent to share your details and viewing activity with sponsors.

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Equity Release

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Learning: Structured

Tutors:

  • Paul Shirlaw, Equity Release Adviser, Crabtree Consulting
  • Jason Ruse, Business Development Director, Key Group
  • Richard Merrett, Head of Strategic Development, SimplyBiz Mortgages

Learning outcomes:

  1. To gain a better understanding of the later life lending market
  2. To understand what tools are available to support me and my client
  3. To gain a greater understanding of whether my firm should enter the market