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

'Stimulate conversations'

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."
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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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 keen to...

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