Events

Below are some of the events that we’re hosting or attending as exhibitors, with the aim of showcasing our capabilities.

Our next events

CII Equity Release qualification revision | 6 June/11 July 2019

We’re offering workshops to support mortgage intermediaries to pass the CII Equity Release Exam; the essential mortgages and equity release advice qualification.

The one-day course will provide an overview of the entire syllabus, plus vital examination guidance practice. Our latest workshop will be hosted by Head of Mortgage Broker Sales, Marie Catch.

Re-thinking Retirement | Multiple dates in June/July 2019

Retirement has changed – a carriage clock retirement no longer exists and a one product approach is no longer relevant. Retirement is far from the ‘colourless’ label that we appear to have given it.  

In this 90 minute CPD event, we’ll assess how retirement has changed, what this means for retirement planning and how a multitude of solutions can help achieve your clients’ objectives.

Setting the foundations workshop | 19th June

After qualifying, we know that it can sometimes feel daunting to take the leap into advising on lifetime mortgages. We want to help you in making this transition as simple and easy as possible.

In this one day workshop we'll give you the confidence to manage the process through 'fact find' and conveyancing to securing your first lifetime mortgage client.