TCC Group

TCC Group

Intelligent compliance for outcomes that matter

24/11/21

Suitability and Equity Release: How well do you know your client?

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The equity release market has enjoyed a surge in activity in recent years as more and more people look to release cash from their properties. But how can you be sure it’s truly the best choice for your customer?

In Money Marketing, TCC’s Technical Director David Boyhan discusses why it’s crucial to think long term when assessing someone’s suitability – and outlines the key points to consider before recommending an equity release product.

Read the article here.

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