There are 1 item(s) tagged with the keyword "Equity Release".

Displaying: 1 - 1 of 1

1. Update on Equity Release qualification and permission

Towards the close of 2016, the FCA released a Consultation Paper (CP16/24) looking at the possibility of investment and pension firms without mortgage permissions being able to advise on the equity release market provided they had an adviser who passed either a standalone qualification or a top-up to existing pension and investment qualifications.

Tags: FCA, Compliance, Equity Release

Displaying: 1 - 1 of 1

Testimonials

"I am writing to say how pleased I am with all aspects of your provision, from the guidance through the novation process to my initial compliance visit. Anyone who is able to make a 6 1/2 hour detailed compliance assessment both interesting and enjoyable must be quite exceptional!"

Dr David Carter APFS
Tiverton

Read More

Latest News

SimplyBiz Group supports AToM through DA application process

December 13, 2018

New SimplyBiz Mortgages Member talks about why they chose to work with us 

Read more >

NMBA: Paraplanning apprenticeship goes live

December 12, 2018

And applications for our 2019 cohorts are now open! 

Read more >

NMBA: Are you at full client capacity?

December 12, 2018

Could process efficiencies help you to work with more clients? 

Read more >

NMBA: Advisers see MiFID II lengthen processes.

December 05, 2018

New adviser survey shows two hours added to advice process by new regulation 

Read more >