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Equity Release Council releases second adviser guide

  • 22/06/2021
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Equity Release Council releases second adviser guide
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.”

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