Retirement Advantage offers equity release lead generation workshops

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Retirement Advantage has announced a series of lead generation training workshops to help advisers grow their businesses and make the most of the equity release market.

The sessions, led by Retirement Advantage’s head of sales Les Pick and specialist account manager Vicky McDaid, are aimed at helping advisers to grow their businesses by boosting their equity release engagement.

The UK equity release sector saw a record-breaking £3bn released in property value in 2017, up on the previous record £2bn lent in 2016.

Retirement Advantage hopes that by offering training, they can support the industry’s momentum by helping advisers maximise opportunities to offer equity release in their local areas. The sessions will educate advisers on how to best market their equity release offering and make the most of connections to grow their business.

Alice Watson, head of product and marketing at Retirement Advantage, said: “Our Equity Release Lead Generation Workshops have been designed to help advisers become their local area experts in later life lending. The rocketing consumer interest equity release has seen in the last couple of years represents an exceptionally exciting opportunity for advisers, and we’re keen to help them and their businesses tap into this fast-growing market.

“We’re seeing more and more clients consider their property wealth holistically as a pot they can draw on along other assets, such as their pensions, investments and savings. As a provider, we have a key role to play in helping mortgage advisers who already have equity release qualifications in their toolkit to become more proactive in this market – improving access for consumers, and helping advisers make the most of sales prospects near them.”

The Lead Generation workshop dates are as follows:

  • 27/06/2018        London
  • 28/06/2018        London
  • 04/07/2018        Cambridge
  • 05/07/2018        Birmingham
  • 11/07/2018         Southampton
  • 12/07/2018        Bristol
  • 18/07/2018        Leeds
  • 19/07/2018        Scotland

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