Equity Release

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Who is it for?

Clients and prospects who would like to find out more about releasing equity from their home.

About

Money Alive’s Equity Release box set is an engaging, consistent and efficient way to educate people about equity release.

The box set covers important topics including the amounts you can typically raise, eligibility, the advice process, and potential impacts on means tested benefit. It also looks at how Lifetime Mortgages and Home Reversion schemes work in practice. 

This interactive box set talks about some of the alternatives people might consider as well as some of the ongoing implications of equity release once it has been taken out. Like all Money Alive box sets you get a detailed viewing report regarding a client's viewing. 

You might also want to consider sharing the box set with the family or trusted friend of a client as a way of managing risk or helping a vulnerable customer.

More information on the box set:

Chapter 1 - Releasing equity from your home

What is equity release and some important things you need to think about.

Chapter 2 - The benefits and important considerations

How equity release may help and the importance of good financial planning.

Chapter 3 - Checking State benefits

How financial support from the State might help and how means-tested benefits could be affected.

Chapter 4 - The two main types of equity release products

Lifetime mortgages and Home Reversions Schemes.

Chapter 5 - How much you can raise

The amounts you can typically raise and the costs for you and your estate.

Chapter 6 - The importance of interest rates

Understand how interest rates impact on your overall costs and other expenditures you need to consider.

Chapter 7 - What happens after you’ve taken out equity release?

The impact of changes in house prices, paying your plan off early, and what happens if you move permanently into care or die.

Chapter 8 - Other options

Some alternative ways to boost your income or reduce your costs.

Chapter 9 - Other mortgage options

Some alternative later life borrowing options.

Chapter 10 - Getting advice on equity release

The application process, what to expect, and the value of professional advice.

Total runtime: 30 mins

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