Search Results

There are 2 item(s) tagged with the keyword "Equity Release".

Displaying: 1 - 2 of 2

1. Update on Equity Release qualification and permission

Towards the close of 2016, the FCA released a Consultation Paper (CP16/24) looking at the possibility of investment and pension firms without mortgage permissions being able to advise on the equity release market provided they had an adviser who passed either a standalone qualification or a top-up to existing pension and investment qualifications.

Tags: FCA, Compliance, Equity Release
2. What can we learn from the FCA's equity release review?

As the Financial Conduct Authority concludes its review into equity release advice, our compliance policy manager, Sandy McGregor, explores what lessons can be learned from the regulator’s findings. 

Tags: Equity Release

Displaying: 1 - 2 of 2

The latest from SimplyBiz

16 April 2024

Congratulations to FIBA UK, part of SimplyBiz, which has welcomed SWIG Finance to its lender panel!

Read more >

12 April 2024

SimplyBiz Consumer Duty event hits over 1,500 bookings!

Read more >

11 April 2024

Legal & General Investment Management (LGIM) named as latest addition to SimplyBiz's Risk Controlled Solutions range

Read more >

10 April 2024

Emma Vaughan: Whether advisers write it themselves, or refer it, PMI should be on the agenda when talking to clients

Read more >