Adviser-facing resources have been released in recognition of the equity market predicted to pick up in 2021.
Pure Retirement has put together a programme of events for advisers as consumers become more prepared to make major financial decisions.
The programme is designed to broaden their understanding of the relationship between the equity release and long-term care sectors, how best to market themselves (and the resources available to help them) and how to protect all parties from cyber crime.
My Care Consultant’s Jacqueline Berry will kick off the first event tomorrow (March 17) as a guest speaker, sharing her knowledge and expertise of the long-term care field and how housing equity could be an effective avenue for those looking to fund their care provision in later life.
Attendees will gain access to free customer-facing literature in the shape of My Care Consultant's forthcoming consumer-facing booklet: ‘Paying for care, what you should know’.
Supported by Pure, the brochure has been designed for advisers to pass to clients and professional connections (e.g. solicitors or care providers) to demonstrate the importance and value of financial advice and in engaging clients earlier on in the care funding journey, and how equity release can play a central role in helping to fund car
On March 24, Pure’s Marketing team will be hosting a marketing skills workshop, designed to help advisers best reach potential customers through a tutorial on how to create free videos for socials and websites, guidance on top social media practices, website accessibility considerations, and also through detailing the free resources available to advisers in Pure’s marketing toolkit to help them market themselves and their services.
Finally, on March 31, Pure and Air Mortgage Club will host a topical cyber crime webinar, featuring Eddie Lamb, a member of the Cyberclear Centre and the person responsible for cyber education and adviser services at Hiscox Insurance.
The webinar is designed to ensure advisers are aware of the risks posed by cyber crime, both to them and their clients, and the steps they can be taking to minimise them. This includes different types of hackers and how they operate, the tools and techniques they use, and the different types of security control.
Speaking of the upcoming events, Pure Retirement’s head of marketing, Rachel Pease, says: “With consumers increasingly gaining an understanding of the versatility of later life lending products and the opportunities they offer, it’s important that advisers have the latest information on their wide-ranging uses, how best to reach potential clients, and how to minimise risks.”
“Our March events are designed to help ER advisers not only reach their customers through marketing tools but satisfy customer needs through being up to speed on care guidance, knowing how cyber crime works and how to help.”
She concludes: “As a company, we’re dedicated to providing market-leading adviser support resources, and we’re looking forward to sharing our latest events with the wider market.”
Advisers can register their interest in these events through Pure’s dedicated events page.