The agenda for the masterclass includes four speakers covering topics relevant to the equity release marketplace.
Paul Barber, director of Bridgewater, will discuss the changing impact on equity release advice.
Tracey Hartley, senior manager at Grainger’s property services division, will discuss the UK housing market and Peter Barton, solicitor and senior partner of Ashfords LLP, will discuss the legal processes of equity release.
Peter Welch, head of sales and distribution at Bridgewater, will conclude the masterclass with a talk on the equity release advice process.
The session is aimed for advisers already active in the equity release sector but looking to develop their understanding of current market issues.
Welch said: “With this masterclass we wanted to look at equity release advice ‘in the round’ tackling a range of subjects and issues which are particularly pertinent to advisers.
“To that end we have brought together a range of experts in order to help advisers develop their understanding of such key areas as longevity, the housing market, the legal process and the delivery of advice.
“This is the first such masterclass we have provided and if successful it is our intention to conduct many more throughout the country over the course of the year.”
