Canada Life to hold new equity release workshops

Published on

Canada Life Home Finance has unveiled a range of workshops in 2020 aimed at equity release-qualified financial advisers looking to learn more about industry best practice and improve customer outcomes.

Canada Life’s ‘Setting the Standard’ workshops will run nationwide in March. The training sessions, which are free of charge to attend, will help advisers make the most of their equity release qualification.

Attendees will learn about engaging with external support agencies to help them make use of available help from the industry, the importance of soft skills in giving excellent advice that puts the customer first, and how to enhance their advice process for clients wanting to access the wealth within their properties.

There are five workshops taking place nationwide in March 2020. Advisers can book their place at the workshops with Canada Life at www.canadalife.co.uk/adviser/cl-events.

In 2019, 160 advisers attended the workshops, which were marked as ‘excellent’ by 97% of attendees.

Alice Watson, head of marketing, insurance, Canada Life, said: “From newly qualified advisers to experienced practitioners, our Setting the Standard workshops can help advisers boost their confidence and brush up on best practice. With Canada Life research finding that almost two in five financial advisers expect their clients to be younger in 2020, these workshops are designed to equip them with the skills and know-how to deliver the best outcomes for their customers.

“Canada Life is fully committed to supporting advisers in the later-life lending market and helping them better meet the demand for equity release. The UK’s ageing population means that a growing number of people are looking at ways they can improve their retirement income, and we hope that our workshops enable more people to access the independent advice needed to take out the right products for them.”

COMMENT ON MORTGAGE SOUP

We want to hear from you!
Leave a comment and get the conversation started.
You need to register to post, so please login or sign up below.

Latest articles

Atom bank cuts Prime mortgage rates by 15bps across full range

Atom bank has reduced rates across its Prime mortgage range by 15bps, with changes...

The Dudley cuts rates across residential, buy-to-let and expat ranges

Dudley Building Society has reduced rates across its residential, buy-to-let and expat mortgage products,...

Stamp Duty burden soars as tax threshold remains frozen at 2006 level

The Stamp Duty threshold at which homebuyers begin paying tax has remained unchanged since...

Gatehouse launches limited-edition HPPs and cuts selected BTL rates

Gatehouse Bank has introduced a range of limited-edition Home Purchase Plan and buy-to-let products...

Zephyr Homeloans reduces buy-to-let fixed rates by 15bps

Zephyr Homeloans has reduced all fixed rates across its buy-to-let mortgage range by 15bps,...

Latest publication

Other news

Atom bank cuts Prime mortgage rates by 15bps across full range

Atom bank has reduced rates across its Prime mortgage range by 15bps, with changes...

The Dudley cuts rates across residential, buy-to-let and expat ranges

Dudley Building Society has reduced rates across its residential, buy-to-let and expat mortgage products,...

Stamp Duty burden soars as tax threshold remains frozen at 2006 level

The Stamp Duty threshold at which homebuyers begin paying tax has remained unchanged since...