The free event will be held at the Village Hotel Solihull, The Green Business Park, on 18th April from 10:30am to 1pm.
The seminar is the latest instalment in a successful series of events that has recently taken in Exeter, Warrington and London. It 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:
“With this year’s Budget dropping the ‘granny tax’ bombshell on retired homeowners and the recent Smith Institute equity release publication enhancing the sector’s profile, advisers have a real window of opportunity to discuss the products with people who could really benefit from them.
"This seminar is the latest in a series of road shows we have organised to make sure equity release advisers are as educated and informed as possible when it comes to state benefit changes and 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 Exeter event in March and this latest event reaffirms our commitment to helping brokers in the Midlands make sense of these developments.”
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 or kmcculloch@graingerplc.co.uk
