Equity Release
Built in association with providers and SHIP (Safe Home Income Plans), the Equity Release service enables fast and accurate product comparisons from a wide range of providers for lifetime mortgages and home reversion schemes, including full drawdown capability, and produces product and client summary reports. With an ageing population in the UK, pension shortfalls, and the majority of people over 65 owning their home outright, Equity Release is a growing market. This service therefore enables advisers to take advantage of this growing market by selling Equity Release and associated products.
Key features at a glance:
- the industry’s first Equity Release Trading Platform
- supported by 16 product providers
- produces e-KFI’s in line with FSA MCOB requirements
- document library containing key feature documents and an educational centre
- IFA referral service for intermediaries who do not wish to offer Equity Release advice themselves
- provides new market opportunities for product diversification and customer service
- additional sales commission opportunities through selling a full range of financial service products
- enables advisers to offer best advice in this complex sector.