How-to guides
Navigating ongoing advice servicing challenges in wealth management
20/11/24
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Guide to Equity Release advice: the building blocks to great outcomes
From double checking your customer's understanding, to getting all your evidence lined up - here's some of the common weaknesses we see in Equity Release advice, and how to avoid them.
Both the FOS and the FCA have flagged equity release as a high-risk area. In fact, the FCA went so far as to fire a warning shot at the market last year with its review into later life lending.
Having supported firms in the mortgage and equity release market for over 20 years, we’ve seen a couple of issues that rear their head time and time again. Download the guide to find out how firms can avoid them and build a solid foundation for delivering great customer outcomes.