Advise Wise has unveiled a brand-new live webinar series in collaboration with the Equity Release Council.
The initiative – Good Practice Checklist explained – aims to provide its members with a better understanding of the Council’s recently launched ‘Advisers 24 points checklist’, together with the opportunity to ask questions directly to the Council.
The series comprises five weekly live sessions from Thursday 4 February, hosted by Craig Faulkiner, head of distribution at Advise Wise, with the participation of mortgage club manager Jane Janlon.
Participants also include Sue Read and Lorraine Cox, respectively risk, policy and compliance manager and business development manager at the Equity Release Council.
Each live webinar will cover a different topic from the checklist, discussing what good practice looks like and why it is important in order to ensure better outcomes for the client and compliance to the FCA requirements.
The discussion will develop around five main themes: process, products, impacts, legal aspects and vulnerable customers.
Having hosted several online webinars during the first lockdown, Hanlon comments: “Following the recently launched ‘Adviser 24 points checklist’, we wanted to offer our members the opportunity to get a deeper understanding of the checklist.”
“Partnering with the Equity Release Council we’re also giving them the chance to learn more about what good practice looks like, directly from the Council itself.”
Read adds: “Lorraine and I have decades of experience in financial services and we have joined the Council at an extremely exciting time. We‘re looking forward to engaging with Advise Wise and helping to inform its members about the Council’s ongoing work and its latest initiatives.”
