Bridgewater Equity Release has announced its next roundtable adviser workshop is to be held on 3 December in Gloucester.
The roundtable session will cater for advisers wanting to increase their understanding of equity release and will include discussions on State benefits and the legal implications of releasing equity.
Chairing the debate will be Chris Prior of Bridgewater, with Claire Barker of Equilaw and Gareth Morgan of Ferret Systems also taking questions.
Having hosted May’s event in London, the December roundtable will be held in Equilaw’s Gloucester office at Brunswick House, Gloucester Business Park, GL3 4AA. The event kicks off at 10am for coffee, the roundtable begins at 10.30am and finishes at 12.30, followed by lunch and the opportunity for further networking.
Prior said: “We take our role as an educator very seriously and are always looking at ways to help advisers develop a keener knowledge of equity release and the issues around it. Even intermediaries that already operate in the sector may not be fully aware of the legal issues and the impact on benefits that taking out a plan can have, so the roundtable acts both as a useful refresher course for them and a gateway for advisers who are new to equity release.
“The nature of the event is informal and is a chance for advisers to share their experiences and quiz our experts on any equity release questions they may have. Attendees set and shape the agenda of the roundtable.
“After the success of our London event in May and the positive feedback we received from those present, we decided to take the workshop on the road and December’s event in Gloucester represents the next instalment of what we hope are many future sessions. What I particularly enjoy about these events is that while I am able to impart some of what I know to help advisers, everyone is able to learn from the anecdotal evidence they share whilst also keeping up to date with the topics that advisers and their clients want more information on.
“The equity release market has enjoyed a good year thus far, but it is vital that we provide advisers with the right tools to help it grow further.”
