Retirement Plus adds to team

Dawn Trustam and Roger Oldbury both joined in August.

Roger will be responsible for the Midlands and North Wales. He has more than 30 years financial services experience, having held senior management positions at Abbey Life and Zurich Financial Services.

Dawn will be responsible for London and the South East and she joins from the Royal Bank of Scotland, where she was business development manager for Central London, and has more than 10 years experience in the retail banking sector.

Both Dawn and Roger will report to Fred Paton, head of sales.

Retirement Plus has also announced the appointment of Kelly Philpott as Operations Development officer. Reporting to Michelle Martinez, head of operations, Kelly will be covering business development for East Anglia. Kelly joins from the London Mortgage Company where she held a business development and underwriting position; prior to that she was a branch manager for the Norwich and Peterborough Building Society.

Fred Paton, head of sales, said: “The demand for equity release continues to grow and we are committed to fulfilling this demand, as our decision to expand the sales team demonstrates. “Retirement Plus transformed the equity release market with the launch of its Property Plan product last year. It differs from competitor products by offering to buy a share in the property at full market value with no upfront discounting and it gives customers the option of a protected share, either for eventual inclusion in their estate, or for future advance. Also, unlike other products, it allows clients a wide range of flexible lifestyle options.”