The session will take place at Ashfords Solicitors in Plymouth on June 17. Those taking part in the debate include Bridgewater’s Chris Prior, Peter Barton of Ashfords Solicitors and Gareth Morgan of Ferret Systems.
Topics covered include advice for advisers wanting to increase their equity release business plus a look at how changes to the benefits system could impact clients.
Chris Prior, manager of sales and distribution at Bridgewater Equity Release, said: “Having held successful roundtable events in both London and Gloucester last year this will be the third time we follow such a format and have chosen Plymouth as our next venue.
“As always advisers will be able to quiz our experts on specific areas, particularly state benefit-related and any legal questions they might have. We also encourage all attendees to get involved and talk about their successes, business models, processes and the significant issues they face working in the equity release sector.”