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Equity release hub

Flats to landed estates
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

Lifetime mortgages — we've updated our lending criteria

We've now changed our lending criteria to include properties with an element of personal commercial use, subject to certain conditions.  We'll also consider a greater range of property types, from historic to modern methods of construction, and a diverse range of flats, including studio and basement.

Find out more

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

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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