The free event will be held at the offices of Ashfords LLP, Grenadier Road, Exeter on Wednesday 7th March from 10:30am to 1pm.
The seminar, which follows on from successful events in Warrington and London in November last year, is designed specifically for advisers working with equity release and was formulated as a direct response to intermediaries requesting more direction from providers on the impact of equity release on State Benefits.
Gareth Morgan, Managing Director of Ferret Information Systems Ltd, will lead the seminar which will explore the likely effect of welfare reforms on older people, how benefits will alter for homeowners and what impact the simplifications will have.
Peter Welch, Head of Sales & Distribution at Bridgewater Equity Release, will also run a short session on obtaining equity release leads from professional introducers.
Welch commented:
“Making sure equity release advisers are as educated and informed as possible when it comes to state benefit changes is of vital importance for both their own benefit and for the protection and satisfaction of their clients.
"Equity release can be a sensitive topic at the best of times and advisers have to tread particularly carefully when it comes to explaining the potential ramifications of benefit amendments. The expertise of Ferret Information Systems in developing the modelling of the future benefits system and the experience Bridgewater has in dealing with older homeowners will make this a particularly useful session for all advisers attending.
"We had very positive feedback from advisers attending our London and Warrington seminars at the end of 2011 and this latest event reaffirms our commitment to helping brokers make sense of these developments.
"In addition to the Exeter seminar, we also hope to be able to announce a further seminar date in the Midlands imminently.”
Free parking is available at the venue, lunch will be provided and certificates of attendance will also be made available to attendees.
Places are strictly limited, so advisers interested in attending should contact Karen McCulloch as soon as possible – 0191-269 5980.
