TCC Group

TCC Group

Trusted compliance partner

27/08/21

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.

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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.



Essential industry insights and analysis of latest critical regulatory priorities

The financial services sector has been abuzz with a variety of pressing issues - from ongoing advice services, motor finance and Consumer Duty expectations, to the crucial role of technology for outcome evidencing.