What clients need to know

While appreciating that most Retirement Planner readers are advisers, many are not active in equity release. You may be reading this as a potential introducer to an equity release specialist. If so, this first section may be helpful. - Make sure your adviser is independent, i.e. whole of market, and that they can advise on both lifetime mortgages and home reversions. - Think about how much you want. It is surprising how many clients take a finger in the air approach and ask for a round figure without having thought it through. When we sit down and discuss what they need and why, this am...