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Equity release hub

Welcome to the Equity Release Support Hub

Whether you’re new to equity release, already qualified or simply want to refer leads, we’ve got plenty of support to help you take the next step. From structured CPD-accredited video modules to exam support and guides, you'll find everything you'll need on the equity release hub.

CPD modulesCPD Logo   

Choose the modules relevant to your personal development. Modules 1 and 2 are aimed at those not active in the equity release market. Modules 3 and 4 provide support to help you build your equity release business.

Module 1


A Growing Market

Module 1

Learn about:

  • a growing opportunity
  • how customers are using equity release 
  • updating your fact find to include property wealth
      

Module 2


Refer or Get Qualified

Module 2

Learn about:

  • getting qualified
  • referring equity release business compliantly
  • a typical lifetime mortgage case

Module 3


Client Conversations

Module 3

Learn about:

  • finding equity release clients
  • tackling misconceptions
  • marketing tips and templates

Module 4


Building Connections

Module 4

Learn about:

  • building a network of professional connections
  • generating equity release leads
  • alternative contacts

Free sandwich generation white paper 

Caring for the generations above and below them, the sandwich generation plays an important role in the equity release market. Download our free white paper to learn more about this demographic.


Download the whitepaper

Exam support

Thinking of getting qualified? Our free test papers and support material will help you pass your exams with flying colours.


View exam support

News & views

Lifetime mortgage applications: adviser checklist

24 Aug, 2018

Did you know you can now submit forms by email?

Helping advisers onto the equity release ladder

18 Jun, 2018

Move into this up-and-coming area

Our products

Learn about our two lifetime mortgage products.

Adviser guide to equity release

Download your complete adviser guide now.

Guides and sales aids

Visit our document library for customer and adviser guides.

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WA11028 05/2018