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PA360: 'Evolving' equity release market serves diverse client range

Advisers should make equity release part of any conversations about retirement planning, as it is “an absolutely fantastic option” for a lot of people, delegates heard.

Andrew-harris
Hattie-tales
Pure-retirement
Rocha-lima
Holland-hahn
Aviva-financial-advice
Martin-lines
Andrew-harris
Martin-lines
Amyr-rocha-lima
Equity-release

MM Retirement Summit Highlights: Advisers show their gusto

The exclusive retirement summit returned this year to the birthplace of British democracy: Runnymede-on-Thames.

Runnymede
Surrey
United-kingdom
Portugal
Tower-hamlets
British
Platforum-richard-bradley
Jake-moeller
Helena-wardle
Jeannie-boyle
Justin-urquhart-stewart
Kerry-nelson

Two New Directors Appointed To CISI Board

<p><span>The CISI membership has elected Amyr Rocha Lima CFPTM Chartered FCSI and Peter Moores, Chartered FCSI to its Board of Directors.</span></p>

Germany
New-york
United-states
Australia
Kingston-upon-thames
United-kingdom
Munich
Bayern
Brazil
Manhattan
Ireland
Dublin

CISI adds Amyr Rocha Lima and Peter Moores as directors

Members of the Chartered Institute for Securities & Investment (CISI) have elected Amyr Rocha Lima and Peter Moores to its board of directors.

United-kingdom
Raymond-james
Michael-cole-fontayn
Holland-hahn-willis
Financial-planning-forum
Institute-of-directors
Rocha-lima
Holland-hahn
Certified-financial-planner
Chartered-fellow
Planning-forum
Uccisi

Advisers must fight their corner better

Advisers need to “fight their corner” together to ensure their voices are heard by politicians and regulators.

Kerry-nelson
Money-marketing-retirement-summit
Independent-financial-advisers
Amyr-rocha-lima

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