Canada Life Home Finance has announced a series of workshops in 2020 aimed at equity release-qualified financial advisers looking to learn more about industry best practice and improve customer outcomes.
Canada Life’s ‘Setting the Standard’ workshops will run nationwide in March. The training sessions, which are free of charge to attend, will help advisers make the most of their equity release qualification.
Attendees will learn about engaging with external support agencies to help them make use of available help from the industry, the importance of soft skills in giving excellent advice that puts the customer first, and how to enhance their advice process for clients wanting to access the wealth within their properties.
In 2019, 160 advisers attended the workshops, which were marked as ‘excellent’ by 97% of attendees.
Alice Watson, head of marketing, Insurance, Canada Life, said:
“From newly qualified advisers to experienced practitioners, our Setting the Standard workshops can help advisers boost their confidence and brush up on best practice. With Canada Life research finding that almost two in five financial advisers expect their clients to be younger in 2020, these workshops are designed to equip them with the skills and know-how to deliver the best outcomes for their customers.
“Canada Life is fully committed to supporting advisers in the later-life lending market and helping them better meet the demand for equity release. The UK’s ageing population means that a growing number of people are looking at ways they can improve their retirement income, and we hope that our workshops enable more people to access the independent advice needed to take out the right products for them.”
There are five workshops taking place nationwide in March 2020. Advisers can book their place at the workshops with Canada Life here