Ask The Expert - The equity release market; an adviser's perspective

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Presented by

Malcolm Tyrrell

About this talk

Malcolm Tyrrell talks to Susan Wilmot Rowe, an experienced equity release adviser, to get her perspective on the market. Their discussion will cover market volatility, clients’ needs during a period of raging inflation, and the impact of increasing interest rates. Find out whether clients still borrow money for the same reasons as before, and if not what are their new priorities? Susan will impart her knowledge and give hints and tips to overcome frustrations along the advice journey. I’m sure you’ll be able to pick up some valuable information regardless of your experience, lengthy or recent, in the equity release market. What questions would you like me to ask Susan during the session? Send them to events@wearejust.co.uk before 6 December. Alternatively, there will be an opportunity to ask in the live chat box on the day. Learning Objectives: • Learn the views of an experienced equity release adviser • Discover what clients are looking for and their needs • Understand possible frustrations and how to confront them • Receive hints and tips to smooth the advice journey • Learn where to find answers in an increasingly complicated market CPD: 45 minutes

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We are a specialist UK financial services group focusing on attractive segments of the UK retirement income market. The Group is a leading and established provider of retirement income products and services to individual and corporate clients.