File size: 51 KB | Type: docx | Form

FCA Consumer Duty consultation questions form

File size: 101 KB | Type: pdf | Technical Bulletin

Technical bulletin 009: Benefits webinar

The Council has published a new technical bulletin on state benefits and equity release. The bulletin includes answers to the questions members asked during a webinar on the same topic.

File size: 163 KB | Type: pdf |

Later Life Lending leaflet

The Association of Mortgage Intermediaries (AMI), Building Societies Association (BSA), Equity Release Council, UK Finance and The Investing and Saving Alliance (TISA) have published a new leaflet with information on all the relevant product and advice solutions currently offered by the Later Life Lending industry.

In an increasingly complex environment consumers need better information about their options to help ensure they make the right choices for them. This leaflet will help ensure that consumers receive consistent messages from all the main sectors of the industry for the first time in a clear and easy-to-use format. This should make it easier for consumers to find the most suitable Later Life Lending products and advice and more clearly understand what their next steps are.

Each trade body will promote this information through their physical and digital channels. Their ambition is that this a step towards more collaboration across the industry for the benefit of consumers.

File size: 87 KB | Type: pdf | Technical Bulletin

Wills and trusts Q&A

The Council has published a new technical bulletin on wills and trusts. The bulletin includes consultant solicitor Malcolm Emery’s answers to the questions members asked during a webinar on the same topic. Click here to watch the webinar on demand.

File size: 176 KB | Type: pdf | Council Publications

Q3 2021 market data

File size: 129 KB | Type: pdf | Technical Bulletin

Information for advisers working with introducers and lead generators

The Council has published a technical bulletin with due diligence guidance for advisers working with introducers and lead generators.

File size: 201 KB | Type: pdf | Council Publications

Autumn market report 2021 – press release

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

Autumn market report 2021

File size: 97 KB | Type: pdf | Resources

LPA Q&A

Consultant solicitor Malcolm Emery answers questions members submitted during a webinar on Lasting Powers of Attorney (LPA)

File size: 2 MB | Type: pdf | Resources

Lasting Powers of Attorney

Private wealth consultant solicitor, Malcolm Emery from Legal Studio on Lasting Powers of Attorney.