The Personal Finance Society (PFS) is rolling out its fourth quarter's regional meeting programme across the country next month, with sessions focusing on issues surrounding advising on lifetime mortgages.
The PFS says advisers attending the sessions will gain a firm grasp of the benefits and pitfalls surrounding lifetime mortgages which they need to convey to clients so a full assessment of the client’s suitability can be made.
The sessions will cover the yield gap between borrowing and investing, product types, lifetime mortgage versus home reversion plans, cash versus drawdown, family involvement and State benefits. They will also give an overview of the history of the lifetime mortgage market.
The PFS says it will maintain the current format of a morning Business and Development session and afternoon Technical Workshops because of the success of regional meetings held in the first half of the year.
Advisers interested in attending can log onto the PFS website and find out where their nearest meeting is taking place.
Attendance is free for PFS members; non-members will be charged £60.
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Joined as head of strategy, multi asset, in June
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