The adviser guide to equity release was first published in 2017, supported by Pure Retirement, and has been downloaded more than 20,000 times. Join us for the launch of the second edition.
10am: An introduction to the adviser guide. Donna Bathgate, chief operating officer, Equity Release Council. Donna introduces the new guide, its aims, how to use it and some of the changes since the first edition.
10:15am Equity Release: A Market Perspective. Paul Carter, chief executive officer at Pure Retirement. Paul looks at how the market has weathered the pandemic, and how the refreshed Adviser Guide feeds into a wider and continued need to achieve the best outcomes for customers.
10:30am Taking Your First Steps In Equity Release. Sue Read, risk, policy and compliance manager, Equity Release Council. Sue will set out what newly qualified advisers and other professionals considering entering the market need to know.
11am Welcome back from Donna
11:05am A Practical Guide To Buying Leads. lain Desmier, managing director, Contact State. Alain launched the firm, in 2019, in a bid to stop fraudulent data practices and set a new standard in consumer data exchange. He will set out the questions firms need to ask when buying leads.
11:25am Sales Is Always About What We Do Next! Adam Brooks, Sales Academy. When it comes to building a successful business, there needs to be plan! Adam talks about the key things for advisers to consider when looking to reach prospective clients, and shares insight on how to maximise business opportunities as the world opens up again.
11:45am Closing Statement followed by live Q&A Session. Chris Flowers, head of intermediary sales at Pure Retirement. Chris will be closing the event and providing an opportunity for you to ask any questions regarding the Council, Pure, Contact State or Sales Academy.