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Canada Life announces new workshops for qualified equity release advisers

Canada Life Home Finance has announced a series of events for equity release-qualified financial advisers looking to learn more about industry best practice and improve customer outcomes.

The ‘Setting the Standard’ workshops, which are free of charge to attend, will be run nationwide in March and April, with over 150 advisers having already registered their interest in attending.

The training sessions will help advisers make the most of their equity release qualification. Those attending will gain insights on best practice from industry experts and tips on what to consider when having conversations around how equity release can help customers unlock property wealth.

These sessions follow Canada Life’s announcement earlier this month that it would host another round of its equity release exam workshops. The sessions saw overwhelming demand last year, with over 300 unqualified advisers attending.

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

“At Canada Life we have a key role to play in helping advisers meet the growing demand for equity release in a safe and considered way. When we launched our 2018 series of equity release exam workshops we had a phenomenal response from advisers who already held the qualification but didn’t feel confident applying the theory they had learnt to real life scenarios."

“As such, we’ve added more workshops to our growing series of events to demonstrate Canada Life’s strong commitment to supporting advisers in the later-life lending market. From newly-qualified advisers to experienced practitioners looking to get pointers on the latest best practice, we’ve found advisers of all capabilities are keen to brush up their knowledge on how to deliver the best customer outcomes, and we’re pleased to be able to support them.”

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


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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.