Blog category
What compliance should hear on every equity release fact find and follow-up — from alternatives and roll-up to independent legal advice and vulnerability — with why each point matters and how to check it.
5 min read
Equity release advice sits at the sharp end of the Consumer Duty: older customers, lifelong products and close regulatory attention. Here's what good outcome evidence looks like — and how to build it from every advice call.
3 min read
In a 30-minute walkthrough we'll show you how COSA would assess your calls, what your compliance team would see each morning, and what it would take to go live.
