Why is Equity Release Advice Necessary?

Equity release schemes have becoming increasingly popular in the last few years. They allow home owners to release the equity tied up in their property without the inconvenience of having to move home. Many people consider this type of arrangement very carefully and wonder why they need to find an equity release advisor, when they know what scheme they want. However, there are a number of reasons why an equity release advisor is completely necessary.

FCA Regulation
The Financial Conduct Authority class all equity release schemes as a “high risk” financial product. This level of risk means that they insist that people receive proper advice before proceeding. The main reason why the risk level is categorised in this way, is because of the long term implications involved in taking out this kind of financial product. Equity release can be extremely beneficial but it can also affect the home owner and their beneficiaries. The provision for receiving adequate advice ensures that people are aware of their options and the restrictions or limitations of their chosen scheme.

Access to a Greater Variety of Schemes
Although you may have already researched a number of equity release schemes, the key to getting the best suited product to your needs is to find an equity release advisor. Professional and qualified advisors have access to a greater number of products and services. Independent advisors are not tied to one specific company or product range, so they can offer advice across the whole equity release market.

Accurate Advice
Many people research equity release but they are unaware of the differences in the various schemes. For example, you may find an equity release advisor who suggests that a home reversion plan may be better suited to your circumstances. This type of arrangement allows you to sell all or part of your property to a company which provides a lease for you to remain in the home for the rest of your life. Home reversion schemes are not as common as other equity release products, therefore they are not as widely advertised, but in some cases they can represent the best possible option.

Must I Consult an Advisor?
Yes. You must have an equity release advisor or broker in order to secure a scheme. Some people mistakenly believe that they can directly approach equity release companies. However, the companies are forbidden by FCA rules to transact directly and will refer them to finding an appropriate advisor.

For anyone interested in securing an equity release scheme, proper advice is necessary and required for your own protection. You will most likely realise that when you find an equity release advisor who is independent and qualified to provide advice on all aspects of equity release, you will secure a much better deal than you originally thought. Specialist advisors deal with equity release arrangements every day and can ensure that you proceed with the deal which is best suited to your needs. They can expedite the process and providing advice and guidance to ensure that you gain the resolution you require.