The sessions, aimed at equity release advisers who want to be experts in their field, will take place at four locations – Bury in February, London in March, Solihull in April and Bournemouth in May.
Those advisers who attend will hear presentations from the following equity release experts:
- Alison Beeston, Grainger plc’s Group Risk & Compliance Manager/Simon Tranter, Grainger’s Risk & Compliance Office will cover the Mortgage Market Review and its impact on equity release and the suitability of advice from a provider’s point of view.
- Jeremy Davies, Joint Managing Director of Symponia, analyses equity release and care – the past, present and future. Jeremy looks at how equity release and care are, and should always have been, inextricably linked.
- Chris Prior, Manager Sales and Distribution at Bridgewater Equity Release, takes advisers back to basics concentrating on planning, lead generation and other opportunities.
The first event takes place on Tuesday 25th February at the Village Hotel, Waterfold Business Park, Rochdale, Road, Bury BL9 7BQ. The event is free for all equity release advisers and has been designed for those who wish to reach the highest advice standards in this marketplace. It is aimed at those advisers already active in the equity release sector but looking to develop their understanding of current market issues and further develop their client service proposition.
All Masterclasses begin at 9.30am for a 10am start and finish at 12.30pm with lunch and networking opportunities for all delegates.
Chris Prior, Manager, Sales and Distribution at Bridgewater Equity Release, commented:
“We begin 2014 as we left off last year with a continuing commitment to support equity release advisers as they look to develop their businesses and attract new clients. In the first half of the year we will be holding these four Masterclass sessions around the country and we hope we can reach as many advisers as possible at our locations. As always, we are providing a real mix of presentations covering everything from the MMR, the correlation between care needs and equity release, as well as relooking at some of the basics that could help advisers develop their proposition. Masterclass sessions tend to be very popular so we would urge advisers to contact us sooner rather than later to book their place.”
