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London Chartered Connections Breakfast, Q1 2019

About the Event

Equity Release - a lawyer's perspective on good practice

The content of this presentation will give an insight into what an Equity Release specialist lawyer would look for in the deeds to a Property, what is required as a minimum by the Lender's Solicitors acting in the drawdown in an Equity Release mortgage and how this affects your clients and your client's ability to proceed quickly with the mortgage.

In addition we will explain additional advice which your clients may require in order to protect themselves and their ability to get the most out of their Equity Release mortgage post completion.

This event is only available to Chartered members.


07:45 - 08:15 Registration

08:15 - 08:20 Welcome and Introduction

Chartered Champion: Robert Wyatt, Barclays plc

08:20 - 09:00 Equity Release - a lawyer's perspective on good practice

  • The importance of legal property ownership and wills in relation to equity release.
  • Best practice when it comes to dealing with older clients and their families.
  • The extent to which pension reforms are a driver for equity release.

Speaker: Peter Barton, Ashfords Solicitors

09:00 - 09:10 Closing remarks


CPD CII Scheme
PFS Accredited 0h 40min

This event has been accredited by the Personal Finance Society and the CII and can be included as part of your CII CPD requirement should you consider it relevant to your professional development needs.



Cavendish America Square

1 America Square, 17 Crosswall

Partners in Professionalism