Academy
Discover Equity Release Tips at Our Academy
Our academy has been designed to keep financial advisers and wealth managers up to date on later life lending. Whether you are new to later life finance or looking to refresh your knowledge you can explore our broad range of topics below.
Market-specific insight
Expand your equity release knowledge with us
Later life lending guides
Later life lending can pose its own challenges and it's vital to understand how best to support your clients throughout their later life journey. We've developed a variety of equity release specific guides to enable you to offer your clients the right support. Explore our latest guides below.
Property conditions guide
Criteria considerations guide
Criteria search tool
Coming soon
Understanding your customers
Gaining full insight into the habits and demographics of your client base is a vital task. We understand how important being able to tailor an offer to your client's individual needs is, which is why we have developed specific resources into understanding your clients and the best ways to engage with them.
Tailoring your brand to the over-55s market
Insight into customer demographics
How clients are using equity release
Marketing guides
As equity release advisers, you need to keep up to date with the latest market news and adapt your marketing strategy accordingly, in order to grow your business. Our marketing guides help you find which brand awareness and lead generation methods will work best for your business.
Lead generation tips
Social media guides
Advertising best practices
Reliable support
Grow your knowledge and engagement online
Build your business
Our marketing toolkit gives you powerful tools and strategies, which empower you to increase engagement with your client base.
Drive new client enquiries
Use personalised templates
Get print and digital assets
Watch, learn and earn CPD
Our engaging and informative webinars cover everything from lifetime mortgage news to customer trends.
Watch our exclusive recordings
Expert speakers from the equity release market
Earn structured CPD points & get your certificate