Archives: Documents

File size: 963 KB | Type: pdf | Council Publications

Financial Ombudsman Service complaints data analysis Q1 2024

An infographic has been produced that includes a summary of all the upheld complaints during Q1 2024.

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File size: 41 KB | Type: pdf | Briefing notes

Candidate briefing document

This document provides a concise overview of the equity release market, serving as a quick reference that can be shared with party candidates during discussions.

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File size: 127 KB | Type: pdf | Council governance

Annual general meeting minutes

Annual General Meeting of the Equity Release Council
Date: 24 April 2024. Time: 10.00am – 11.45am.
Location: Eversheds-Sutherland, 1 Wood Street, London EC2V 7W

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File size: 2 MB | Type: pdf | Council Publications

Vulnerability Vigilance: Insights from the equity release independent legal advice process

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File size: 1 MB | Type: pdf | Council Publications

Legal guide to equity release

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File size: 130 KB | Type: pdf | Technical Bulletin

Closed book Q&A with Deloitte

Deloitte has provided detailed answers to members’ questions on the closed book element of the consumer duty. The questions were posed during a recent webinar on the same topic. Members can view the webinar and additional closed book guidance that was first published by the Council in April, via the corresponding links. Our thanks go to Deloitte for collaborating on these initiatives.

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File size: 246 KB | Type: pdf | Market data

Q1 market data 2024

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File size: 34 MB | Type: pptx | Council governance

AGM 2024 slide deck

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File size: 4 MB | Type: pdf | Brochures

Making the most of membership

Download our welcome brochure to find out how you can make the most of membership.

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File size: 3 MB | Type: pdf | Council Publications

A guide to communicating clearly and simply

The Council has published a 24 page guide to help members communicate clearly and simply with customers in the later life lending market.

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