Lifetime Mortgages

Some great news to share!

For brokers who hold the ‘Certificate in Regulated Equity Release (CeRER)’, you are permitted to advise on ‘Lifetime Mortgages’ straightforward equity release. Please note this excludes Home Reversion Plans.

Please speak to Elizabeth from compliance regarding the compliance process if this is something you’d like to advise on as she has some offline suitability letters / fact find templates for the CeRER qualified advisors if required.

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