The home reversion provider is holding the event at the offices of Ashfords LLP, Grenadier Road, Exeter on Wednesday 7 March from 10:30am to 1pm.
Following seminars in Warrington and London in November last year the seminar is designed for equity release advisers keen to learn more about how the product works if the homeowner is on benefits.
Gareth Morgan, managing director of Ferret Information Systems will lead the seminar and explore the likely effect of welfare reforms on older people, how benefits will alter for homeowners and what impact the simplifications will have.
Peter Welch, head of sales & distribution at Bridgewater Equity Release, will also run a short session on obtaining equity release leads from professional introducers.
Welch said: “Making sure equity release advisers are as educated and informed as possible when it comes to state benefit changes is of vital importance for both their own benefit and for the protection and satisfaction of their clients. Equity release can be a sensitive topic at the best of times and advisers have to tread particularly carefully when it comes to explaining the potential ramifications of benefit amendments.”
The expertise of Ferret Information Systems in developing the modelling of the future benefits system and the experience Bridgewater has in dealing with older homeowners will make this a particularly useful session for all advisers attending, he said.
A further date in the Midlands is expected imminently, free parking is available at the venue, lunch will be provided and certificates of attendance will also be made available.
Email kmcculloch@graingerplc.co.uk to register.
