Suitability of advice

Protective Property Trusts and Lifetime Mortgages

Protective Property Trusts and Lifetime Mortgages The use of Protective Property Trusts, sometimes known as Property Protection Trusts, Life Interest Trusts or Interest in Possession Trusts, is becoming increasingly popular. They are often advised by Will Writers for customers wanting to protect the equity in their home and ensure that Read more…

By Phil Dockerill, 2 months20 April 2025 ago

FCA review of Retirement Income Advice

FCA review of Retirement Income Advice What is this about? On 20th March the FCA published details of a thematic review into retirement income advice. Why is this important? Although this was aimed primarily at IFAs, the review included the use of later life lending within retirement income options. Also, Read more…

By Phil Dockerill, 1 year26 March 2024 ago

Insight and suggestions into how to ensure equity release files demonstrate the suitability of advice

Protective Property Trusts and Lifetime Mortgages

FCA review of Retirement Income Advice