Guidelines for financial advisors

Tuesday 19th January 2021

The Equity Release Council has published its latest Best Practice Guidelines for Financial Advisors and others to follow when advising clients on the merits and effects of Equity Release and Lifetime Mortgage products.

You may already be aware of this Best Practice guidance, but if not see

By following this guidance you will not only be ensuring that your clients are getting the most suitable product on each occasion and that they have a full understanding of the arrangement, but you will also, no doubt, be keeping your Professional Indemnity Insurers happy if you have noted all relevant information from the guidance on your file. A checklist produced by The Equity Release Council can be accessed here

Waldrons Solicitors has a specialist Equity Release team led by John Roberts, Managing Director, and we are happy to help you and your clients.

Call us on 01384 811811 or email  or click here.