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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 harrisHattie talesPure retirementRocha limaHolland hahnAviva financial adviceMartin linesAndrew harrisMartin linesAmyr rocha limaEquity releaseRetirement planningRetirement income

MM Retirement Summit Highlights: Advisers show their gusto

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

United kingdomTower hamletsPlatforum richard bradleyJake moellerHelena wardleJeannie boyleJustin urquhart stewartKerry nelsonKate shawEmmanuel asuquoTish hanifanJohn cowanAdrian bouldingSusan hillMartin lewisStacey lowman

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>

New yorkUnited statesKingston upon thamesUnited kingdomCity ofTrinity collegeWestern australiaRaymond jamesPeter mooresMichael cole fontaynNorthwestern university kellogg school of managementMembership committeeLondon business schoolFinancial planning forumIreland youth leadership programmeLondon business school summer entrepreneurship programme

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 kingdomRaymond jamesMichael cole fontaynHolland hahn willisFinancial planning forumInstitute of directorsRocha limaHolland hahnCertified financial plannerChartered fellowPlanning forumRaymond jamesOlland hahn amp willisAmyr rocha limaPeter moores

Advisers must fight their corner better

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

Kerry nelsonMoney marketing retirement summitIndependent financial advisersAmyr rocha lima

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