The Equity Release Council has updated its adviser guide, four years after it first edition and informed by adviser roadshows, to reflect the changes in the market and offer more advice on business development.
The guide aims to encourage entrants into the market and support existing advisers with current advice on finding clients, establishing client needs and completing the advice process.
The new guide, which was co-authored by Pure Retirement, contains industry and regulatory feedback along with developments in later life lending products. It also has new sections on business development.
It is available the company’s website and complements other ERC resources such as competency framework and adviser’s checklist.
ERC’s chief operating officer Donna Bathgate (pictured) said: “This guide is designed to take advisers from an initial understanding of the market, and the opportunity it presents, through to submission of an application and beyond.
“Above all it is designed to support the high standards of advice and good consumer outcomes necessary to ensure the market continues to grow in a safe and sustainable way.”
Pure Retirement’s chief executive Paul Carter, added: “With the original adviser guide having continued to resonate with the wider market over the last few years, it’s incredibly gratifying to have been involved in its updating and refreshing to ensure it remains an invaluable resource for years to come.
“It represents a huge amount of work that has largely taken place in a constantly changing landscape and we’re all incredibly pleased and proud both of the finished product, and the way its underlines Pure Retirement’s commitment to supporting advisers throughout the industry.”
Anna is currently the deputy editor for Mortgage Solutions and editor for Specialist Lending Solutions. She has worked as a journalist since 2019, having secured her Gold Standard NCTJ diploma from News Associates in a fast-track six-month course.
She started her career as a report at specialist publication The Insurance Insider covering a wide range of areas before joining Mortgage Solutions and Specialist Lending Solutions in 2021.
In her role, she helps put together and structure the news agenda for the day and writes up press releases, reports, interviews, analyses and exclusives across both titles. She also commissions blogs for Specialist Lending Solutions and hosts online masterclasses and in-person events across the business.
She has been shortlisted for three journalism awards, which include BIBA Journalist and Media Awards Scoop of Year Award in 2020, Headline Money Mortgage Journalist of the Year Award (B2B) in 2022 and 2023.
Prior to being a journalist, Anna worked in ecommerce across Snow + Rock, Cycle Surgery and Runners Need websites, and before that worked at specialist financial PR firm Rostrum.
In her spare time, Anna enjoys reading, seeing live music, and cooking for friends and family. When she gets a chance, she also enjoys hiking, skiing and indoor rock climbing.
