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Canada Life announces additional workshops to support equity release-qualified advisers

Canada Life Home Finance has announced two additional workshops for equity release-qualified financial advisers who are interested in learning about industry best practise and delivering the best service to customers.

The additional ‘Setting the Standard’ workshops, which are free of charge to attend, will take place in London in September and October, following continued demand from advisers who are looking to increase their engagement with later life lending.

The training sessions will help advisers make the most of their equity release qualification. The sessions are intended for newly qualified advisers or for advisers who are looking for new ways to win business. Attendees will learn best practice from industry experts and guidance on what to consider when having conversations about how lifetime mortgages can help customers unlock property wealth.

These sessions follow Canada Life’s first series of Setting the Standard workshops, which were hosted in the first quarter of 2019. The sessions saw overwhelming demand, with over 125 qualified advisers attending, and 96 per cent of delegates marking the workshop as ‘Excellent’.

Alice Watson, head of marketing and communications at Canada Life Home Finance, said:

“To sustain the growth of the lifetime mortgage market, it’s important to ensure that advisers have the right tools and information to meet customer demands. That is why at Canada Life, we are looking to help ensure advisers are equipped to meet these demands. Our 2019 series of Setting the Standard workshops have been incredibly popular, particularly with qualified advisers who needed a confidence boost in applying the theory they had learnt to real life scenarios.

“We’ve added two more Setting the Standard workshops to our 2019 calendar, to further show our strong commitment to supporting advisers in the later-life lending market. Through hosting the workshops, we’ve found advisers of all levels and capabilities are keen to improve their knowledge on how to provide the best service to customers and help sustain healthy market growth. We’re pleased to be able to support advisers to achieve these goals.”

Advisers can book their place at one of the workshops with Canada Life here 


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Canada Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

Canada Life International Limited and CLI Institutional Limited are Isle of Man registered companies authorised and regulated by the Isle of Man Financial Services Authority.

Canada Life International Assurance (Ireland) DAC is authorised and regulated by the Central Bank of Ireland.

Stonehaven UK Limited and MGM Advantage Life Limited, trading as Canada Life, are subsidiaries of The Canada Life Group (U.K.) Limited. Stonehaven UK Ltd is authorised and regulated by the Financial Conduct Authority. MGM Advantage Life Limited is authorised and regulated by the Financial Conduct Authority.