Equity release 1 Revision

Time and date: 05 February 2014 9.00 AM to 05 February 2014
Location: Taunton Racecourse, Orchard Portman, Taunton, Somerset, TA3 7BL
Organiser: Just Retirement
Website: Click here

Learning outcomes:

Understand the equity release market and the suitability of different equity release plans for your client
Identify the risks to the customer associated with equity release plans
Understand the impact of equity release schemes on the client's taxation and entitlement to state benefits
Recognise the different types of clients and how to meet their needs through equity release
Understand the legislation governing equity release plans in the financial planning context
Demonstrate competency in the equity release market, to successfully attain the ER1 qualification.

Event details

09:00 - Arrival with breakfast rolls, tea, coffee & juice. 09:30 - Session starts 11:00 - Refreshment break 11:15 - Session resumes 12:30 - Finish