Address your equity release challenges with the help of experienced regulatory experts. 

Equity release cases can prove notoriously difficult for even the most diligent and well-prepared reviewers, requiring teams to assess the entire end-to-end customer journey from initial product design to after-sales support.

The often overlooked factors include:

• The content and medium of customer communications
• Number of touchpoints (and adequate friction) along the sales journey
• Fact-findings and ‘know your customer’ (KYC) concerns
• Vulnerability concerns and behavioural biases of key demographics
• Evidence of challenging consumers’ stated preferences to ensure good outcomes
• Steps taken to learn from past mistakes and complaints

At TCC, we have a track record of excellence, we get the job done right the first time and in a timely manner – with an attention to detail you can trust. Whether you’re looking to augment your existing review team or prefer to leave the heavy lifting to us entirely, you can have peace of mind your suitability and quality of advice reviews will be in capable hands.

Equity release and FCA’s expectations – deep dive insight

What we do

We have decades of experience reviewing even the most complex cases at speed, combining experienced subject matter experts with best-in-class RegTech to achieve unrivalled efficiencies and delivery times, even on the largest projects.

You might need extra resource for a specific task or want to outsource your entire later life lending review programme – our flexible and discreet service has got you covered. Where suitable, we leverage our proprietary, AI-enhanced review technologies, to deliver results at speed without ever sacrificing the exhaustive detail our clients have come to expect.

Our team can provide:

• Diagnostic check-ins 
• Suitability and quality of advice reviews 
• Systems and control reviews 
• Consumer Duty MI assessment 

How we do it better

Our dedicated managed services team has more than two decades’ experience carrying out end-to-end review projects of all scopes and sizes. Taking a responsive and pragmatic approach, our specialists leave no stone unturned to provide you a quality-assured service in line with your specific needs and requirements.

Trust the specialists – Our regulatory specialists have the crucial subject-matter knowledge you need to rest assured all risks are accurately identified, along with the most effective, cost-efficient resolution.

In-house resource – We’re always here. With continual access to our experienced resource, ensuring you’re able to handle whatever challenges arise – from tight deadlines to fluctuating demand.

Value through RegTech – We automate resource-heavy admin tasks so we can focus skilled people where it really matters, giving you better value for money.

Connect with us

Explore how our expertise can help you deliver a more effective later life mortgage proposition – get in touch today.