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The magazine is heavily focused on our Better Business section, which supports advisers in the run-up to RDR and beyond, and Investment.
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Comments
Put the customer first
Having had considerable experience of managing telephone based Equity Release propositions, I strongly support the view that a telephone based proposition works for both customer and provider. It may not be right for all, but for many people it is ideal as they retain control of the process and for providers it is cost-effective. The advice guidleines are followed whether face to face or telephone based and of course there is the solicitor contact (which is a bone of contention as it can introduce undue influence) for finalising the process.
Posted by: Phil Veale