This gives access to various training webinars aimed at helping Equity Release Advisers fulfil their obligations in later-life lending.

Current and Future Budgeting

This video covers the Equity Release Adviser’s responsibility for assessing current and future budgeting when dealing with later life customers. It covers:

• The reasons and benefits of assessing current and future budgeting
• The details needed to demonstrate effective analysis of borrowers’ future finances
• Processes related to the AIR WriteRoute process for effective fact-finding and communicating advice