The Truth About Equity Release, What Your Clients Need You To Know

2 days
10 CPD Hours


The College of Will Writing, Whisby Way, Lincoln, LN6 3LQ   View map


Equity Release


This 2-day course is designed to give a better understanding of how to help clients make informed decisions on whether to utilise their property wealth now or in the future.

With clients looking to retire on just their state pensions, utilising their property wealth may be the only option to be able to enjoy their retirement.

Over the 2 days we will cover the following:

Day One

  • Introduction
  • Current views on Equity Release
  • What is Equity Release and how does it work?
  • Guarantees and options for clients to consider
  • Compound Interest vs Interest Only
  • Why clients consider Equity Release
  • Client Journey – 5 stages
  • Alternatives and Implications
  • Early Repayment Charges
  • Why should Equity Release be discussed?
  • Care Implications / Deprivation of Assets

Day Two

  • State Benefits – Current and future entitlement
  • The legal process
  • Assessing Vulnerability and Capacity to Contract
  • Sign Posting and Objection Handling
  • FCA & Equity Release Council
  • Where are the clients
  • Networking
  • Compliance – reputable advice
  • Example Documents – what to look for if your client has done Equity release
  • Protecting your advice
  • Case Studies – the good and the bad

2022 Dates

  • 11th – 12th July, 10am – 4pm both days.


Susan Wilmot Rowe, Equity Release Specialist – SWR Equity Release Services Ltd