Investment Watch: Matt Morris's verdicts on recent developments

‘Promising lead’ or ‘Back to the lab’?

clock • 3 min read

Professional Adviser's investment detective Matt Morris delivers his verdict on five developments in the investment and pensions arenas that have caught his eye over the last month

The Graduate A survey by the Society of Mortgage Professionals and the Personal Finance Society has found support for the idea of a standalone equity release qualification. The qualification could be taken by pensions and investment advisers as a top-up to their existing credentials without them having to qualify in all other areas of conventional mortgage advice. Overall, three-fifths (61%) of the 1,000 members questioned support the idea, while three-quarters (77%) think investment advisers who do not currently hold mortgage qualifications would seek to acquire a standalone equity relea...

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