Equity Release
Last updated 29 April 2026
A 30-minute box set that educates clients and prospects about releasing equity from their home — covering eligibility, the two main product types, costs, alternatives and the advice process.
What's covered
| Chapter | Description |
|---|---|
| Releasing equity from your home (3 mins) | What equity release is and the important things to think about up front. |
| The benefits and important considerations (4 mins) | How equity release may help and the role of good financial planning. |
| Checking State benefits (3 mins) | How financial support from the State might help and how means-tested benefits could be affected. |
| The two main types of equity release products (4 mins) | How Lifetime Mortgages and Home Reversion schemes work in practice. |
| How much you can raise (2 mins) | Typical amounts available, plus the costs to the client and their estate. |
| The importance of interest rates (3 mins) | How interest rates affect overall costs, and other expenditure to consider. |
| What happens after you've taken out equity release? (3 mins) | The impact of changes in house prices, paying the plan off early, and what happens on a move into permanent care or death. |
| Other options (4 mins) | Alternative ways to boost income or reduce costs. |
| Other mortgage options (1 min) | A short look at other later-life borrowing options. |
| Getting advice on equity release (3 mins) | The application process, what to expect and the value of professional advice. |
Who it's for
Clients and prospects considering releasing equity from their home. The box set also works well shared with a client's family member or trusted friend as a way of supporting a vulnerable customer.