PA360 North: 'Ask about housing equity in a client's annual review'

'Stimulate conversations'

Hannah Godfrey
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Will Hale: "Make sure you are advising or at least having a more holistic conversation with customers about all of their assets, not just their investment assets, that you may be managing."
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Will Hale: "Make sure you are advising or at least having a more holistic conversation with customers about all of their assets, not just their investment assets, that you may be managing."

Advisers looking to become more involved in the equity release sector should include questions on housing equity in a client's annual review, delegates at this month's inaugural PA360 North conference were told.

As a rapidly growing sector, the audience for the event's 'Equity Release - The Future for Funding Retirement' panel were told, equity release could provide "a massive opportunity" for advisers kee...

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