Advisers demand eq release tools

The firm says adviser feedback, during a series of equity release forums, indicates significant demand for marketing tools, especially among advisers new to the market. The forums were attended by experienced and new equity release advisers, as well as those thinking of entering the equity release area. The majority were seeking advice on the market, client attitudes and the role of equity release in financial planning. Advisers entering the market were particularly keen for providers to give them tools, including factfinds, research support and document templates, to help them deliver ad...