We’ve created this website specifically for UK based, qualified financial advisers only.
If you’re not a financial adviser we can redirect you to the appropriate part of our website.
Please confirm if you’re an adviser.
To advise or refer clients on lifetime mortgages, you’ll need to be appropriately qualified. If you’d like to advise directly, we can support you. You’ll need a Certificate in Equity Release to meet the FCA’s requirement for mortgage advisers and those advising on equity release schemes.
To find out more, visit the CII's official website on the View - Certificate in Equity Release.
Our Affinity Relationship Manager, shares her tips for studying and exam success.
"Being qualified gives me that extra level of credibility in my job. There’s never been a better time to get involved in this market" - Sadie Russell
This website is designed to give professional financial advisers information and tools that they can use to help control and develop their business and should not be relied upon by private investors or any other persons.