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      Professional Adviser Working Lunches 2021

      A series of invitation only "meet the manager" virtual lunches to discuss how a multi-asset strategy can benefit your clients and your business.

      • Date: 24 Feb 2021
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      • Date: 11 Mar 2021
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      Delivered online over two half-day sessions, the Multi-Asset Masterclass will look to provide a case for multi-asset investing as well as an outlook for the sector over the year ahead.

      • Date: 17 Mar 2021
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      • Date: 22 Jun 2021
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  • Trending now
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Equity release

  • Equity release
Invaluable asset: Why advisers are central to equity release

Why advisers are central to equity release

  • 16 September 2015
  • Equity release
Blog: Does equity release need a rebrand?

‘The product formerly known as equity release'

  • 08 September 2015
Crossed lines: Why isn't the equity release message getting through?
  • Equity release
Crossed lines: Why isn't the equity release message getting through?

Crossed lines: Why isn't the equity release message getting through?

  • 08 September 2015
  • Equity release
FCA to examine equity release market amid reputation concerns

The Financial Conduct Authority (FCA) is considering its regulation of the equity release market amid concerns a "dirty word" reputation has led to an under-functioning market.

  • 07 September 2015
  • Long Term Care
Logical step? Using equity release to pay for long-term care

Logical step? Using equity release to pay for LTC

  • 18 August 2015
  • Equity release
'Perfect storm' sparks record equity release sales

The appeal of using property wealth as an extra source of retirement income continues to grow, according to figures indicating record amounts of equity release lending.

  • 28 July 2015
  • Equity release
Breaking the equity release taboo

Breaking the equity release taboo

  • 21 July 2015
  • Equity release
Retirement Advantage withdraws majority of equity release deals

Retirement Advantage has pulled a number of products from the equity release market, leaving just its Interest Select Gold deal at 5.99% available to customers.

  • 22 June 2015
It's not easy being an adviser (but why should it be?)
  • Investing in the profession
It's not easy being an adviser (but why should it be?)

It’s not easy being an adviser (but why should it be?)

  • 15 June 2015
  • Regulation
FCA bans equity release adviser over £1m covert money transfers

The Financial Conduct Authority (FCA) has banned an equity release and mortgage adviser for making illegitimate transfers totalling £1m.

  • 09 June 2015
Bone to pick: Why Martin Lewis has got it wrong on equity release
  • Equity release
Bone to pick: Why Martin Lewis has got it wrong on equity release

Why Martin Lewis has got it wrong on equity release

  • 27 May 2015
Equity release guide: Everything advisers need to know
  • Equity release
Equity release guide: Everything advisers need to know

Everything advisers need to know on equity release

  • 01 May 2015
  • Equity release
Equity release IFA pulls out of Bower takeover deal

A takeover deal between equity release specialist Bower Retirement Services and IFA Sixty Plus has been dropped after the advice firm decided to pull out.

  • 10 April 2015
Bower buys specialist equity release IFA firm
  • Equity release
Bower buys specialist equity release IFA firm

Bower Retirement Services, an advice operation specialising in equity release, has bought IFA firm Sixty Plus.

  • 12 March 2015
  • Equity release
Legal & General enters equity release market with £5m Newlife acquisition

Legal & General (L&G) is to buy equity release provider New Life Home Finance (Newlife) for £5m.

  • 09 February 2015
Blog: Why it's time for advisers to take equity release seriously
  • Equity release
Blog: Why it's time for advisers to take equity release seriously

Andrea Rozario on the surge in demand for equity release and the opportunities for properly qualified advisers

  • 08 January 2015
  • Pensions
Catch up: Five pensions stories you might have missed

Catch up: Five pensions stories you might have missed

  • 14 November 2014
  • Equity release
Pensions experts call for policy intervention on care funding

Pensions experts have called for the government to help savers access their pensions tax-free to fund long-term care.

  • 12 November 2014
Advisers urged to get involved in 'evolving' equity release market
  • Equity release
Advisers urged to get involved in 'evolving' equity release market

Andrea Rozario, chairman of Bower Retirement Services and former director general of the Equity Release Council (ERC), has sounded a call to arms for advisers to get involved in the equity release sector.

  • 07 November 2014
  • Pensions
The comeback kid: Why annuities aren't finished yet

The comeback kid: Why annuities aren't finished yet

  • 03 November 2014
  • Equity release
Equity release: From one-hit wonder to market superstar?

Equity release is growing strongly and Bower Retirement Services is looking to recruit more advisers. Helen Morrissey talks to new chairperson Andrea Rozario about her new role and the outlook for equity release.

  • 22 October 2014
  • Regulation
FOS finds against equity release adviser

The Financial Ombudsman Service (FOS) has ordered an equity release provider to repay a client the cost of a lifetime mortgage after it found the client had received bad advice.

  • 21 October 2014
  • Equity release
All eyes on equity release

Fiona Murphy writes on the equity release market's surge in momentum.

  • 01 September 2014
Warning over advisers' equity release awareness as sales spike
  • Equity release
Warning over advisers' equity release awareness as sales spike

The Equity Release Solicitors' Alliance (ERSA) has issued an alert to advisers after it became concerned more could be advising consumers on the products "not fully aware of the requirements".

  • 01 September 2014
234

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