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Watch webinars on demand

We know your time is precious and it can be difficult to fit in training around client appointments, so we have introduced new ‘on demand’ CPD webinars.  These courses can be accessed at any time and allow you to effectively manage your time while expanding your certified knowledge through CPD training. 


In this CII-accredited webinar, we will take a look at the importance of asking clients health questions and the positive impact this can have on customer outcomes that go beyond just a ‘max cash’ loan. We will dispel some common myths and show you how easy it is to deliver an enhanced solution to your clients.

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This webinar will focus on how clients can protect a percentage of their home's future value so that they can leave some as inheritance for their loved ones. We also discuss other ways equity release could benefit family members while the customer is still around to witness the positive effects their help could provide.

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The Fantastic Five

This webinar will discuss some of the different lifetime mortgage features available in the market and how they differ across providers.

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Lead Generation

In this webinar, we will focus on equipping independent advisers with marketing tools in order to generate leads. From email campaigns and social media to more traditional methods such as networking and branding, there will be plenty of tips to grow your equity release business.

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Capital Choice

Our brand new Capital Choice Lite products launched on 11th April! In this webinar, you will learn about the array of fantastic features they offer, and how our improved portal, fastpath, can accelerate your equity release business.

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fastpath demo - getting started

In this webinar, our BDM Amanda Day demonstrates how to get started on fastpath and create, amend and submit a KFI.

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Spotting vulnerable customers

Stuart Wilson, expert witness and mental capacity expert Tim Farmer, and technical solicitor at Equilaw Lucy Batten discuss equity release and vulnerable customers.

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Flexi Choice

In this webinar, our multi award-winning BDM Amanda Day will take you through all things Flexi Choice; how it works, why we developed it, and most of all, how Flexi Choice could help your clients achieve the retirement they deserve.

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Prime Choice

In this webinar, BDM Amanda Day takes you through product specifications, the range of features on offer and which of your clients could benefit the most from this new plan.

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