MASTER

MASTER: Specialist Lending

Throughout 2022 we’re hosting a number of different MASTER events to help you expand your knowledge and experience in more areas. This time, we’re looking at specialist lending and we’ve arranged some great speakers to provide you with top-quality learning that you can implement back in the office. Find out more about our MASTER events below:

Who’s hosting?

Christian Markwick, Head of Adviser Support – Apricity Compliance

Thomas Vigliucci, Director – UKGlobal Bristol Ltd

Ashley Sampson, Business Development Manager – Pure Retirement

MASTER: Specialist Lending

Agenda

The Equity Release market is growing quite rapidly. In this workshop, hear our views on how to approach this area of advice in a compliant manner.

Apricity’s Christian will be hosting this two-part session, first with Ashley from Pure Retirement discussing:

  • An overview of the equity release market.
  • The way the market has strengthened, adapted and the way products have changed to the benefit of the customer.
  • Market statistics and trends.
  • Why we’re seeing the average loan size increase.
  • An overview of the process and what support is available in the market.

Christian will then be joined by Thomas from UKGlobal, a PII broker who specialises in this area and who works closely with the Equity Release Council on what they see as being good practices, as well as areas they see firms struggle to get right.

Date

Mar 30 2022
Expired!

Time

9:30 am - 1:00 pm

Location

Online
Apricity Compliance

Organizer

Apricity Compliance
Phone
01325 952 969
Email
hello@apricitycompliance.co.uk
Website
https://apricitycompliance.co.uk/
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