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Equity Release Proposition
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PTFS Equity Release Proposition*
- Market leading proc fees for Lifetime Mortgages & Home Reversions
- Personal Touch Exclusives
- Development Days - helping advisers enter the market
- Induction Courses - developed so advisers understand the compliance requirements
- Specialist Referral Service - earn a share of the proc fee for referring to a qualified speacialist
- Helpline - unsure what you should do? - get help from a specialist
*please be advised that to be able to advise in this area you need to have passed CF7 or an equivilant qualification.
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Click here for the PTFS Equity Release Qualification Requirements
How to get Qualified:
Click here for - CII - Certificate in Equity Release (ER1)
Click here for - IFS - Certificate in Equity Release (CeRER)
If you already hold CII (CF7) or IFS (CeLTM) and need the Home Reversion top-up exam:
News Update: 'Just Retirement' Equity Release Top-up Exam Support
CII - HR1 Top-up
IFS - CeRER Top-up unit
If you are interested in speaking to someone about the proposition please contact:
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To find out more about joining PTFS please call our Head Office on:
0121 767 1011
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