Archives: Documents
File size: 36 KB | Type: pdf | Resources
V12.1 Standards Appendix B – Certificate of compliance with R&Gs
You need to be logged in to download this.
File size: 212 KB | Type: pdf | Briefing notes
Consumer Duty briefing note
You need to be logged in to download this.
File size: 51 KB | Type: docx | Form
FCA Consumer Duty consultation questions form
You need to be logged in to download this.
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.
You need to be logged in to download this.
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.
You need to be logged in to download this.
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.
You need to be logged in to download this.
File size: 201 KB | Type: pdf | Council Publications