Compliance

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The number of people in the UK over the age of 65 is set to double to over 20 million over the next 30 years. Combined with a constantly changing product and regulatory environment this increase in people in Later life creates pressure on financial advisers: there’s a lot to keep an eye on. 

Compliance Cubed endorses the ideals of the Equity Release Club in providing a range of resources to help advisers in this key area. 

Compliance Cubed is part of a group of consultants covering the UK with extensive experience in the issues surrounding financial advisers 

It is acknowledged that many advisory firms will have compliance support in-house or through external consultants. Compliance Cubed are not looking to replace them but see themselves as an additional resource, typically for members of the Equity Release Club they work on a project basis in support of the people already in place. Often the later life arena currently forms a relatively small element of the overall business and the firm would appreciate an outside view of the compliance implications of expanding their activity amongst later life clients. 

The Academy has negotiated reduced terms for those choosing to engage with Compliance Cubed. The cost to Equity Release Club members is £665 per full day, normally £180 per hour (VAT may be chargeable dependent upon the type of business).

To open the Compliance Cubed website in a new window please click here.

Please contact vince@compliancecubed.co.uk including reference to your membership of the Equity Release Club

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