PA360 North: 'Ask about housing equity in a client's annual review'

'Stimulate conversations'

Hannah Godfrey
clock • 1 min read

Advisers looking to become more involved in the equity release sector should include questions on housing equity in a client's annual review, delegates at this month's inaugural PA360 North conference were told.

As a rapidly growing sector, the audience for the event's 'Equity Release - The Future for Funding Retirement' panel were told, equity release could provide "a massive opportunity" for advisers keen to interact more with it. Key chief executive officer Will Hale (pictured) - who was speaking alongside Equity Release Council CEO Jim Boyd, Pure Retirement head of distribution Chris Flowers and Retirement Advantage equity release head of sales Les Pick - offered some pragmatic advice to those looking to become more active in the space. "Most of you will have customers where you do an ann...

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