01 December 2023

Consumer Duty resources for Equity Release advisers

By Pure Retirement

Pure Retirement continues to actively support financial advisers by providing a series of specialised resources for those working with later life lending products. The company collaborated with thought leaders in the loan market and earlier in the year compiled a comprehensive collection of resources dedicated to consumer duty, tailored specifically to equity release advisers.

This collection of resources addresses what the FCA’s three cross-cutting rules mean for advisers, as well as how advisers and lenders are accountable for the four consumer outcomes. In addition, the resource includes a five-part webinar series, which covers:

  • Personal accountability and record-keeping
  • What consumer duty means for service offering
  • How consumer duty impacts vulnerable customers
  • How Pure Retirement are embracing consumer duty
  • Q&A session with SOLLA, ERC, and Pure Retirement

The webinar series was created in partnership with the ERC, Advise Wise, Later Living Now, SOLLA, LIBF, Contact State, ERA, and Worksmart. Explore this thorough collection on Pure Retirement’s website here.

For adviser use only. Please note this content has been supplied by our lender partner and as such, is their responsibility. No party shall have any right of action against Legal & General in relation to the accuracy or completeness of the information in this article.