Episode 145 – Equity Release IX: The PEER Group Checklist
The PEER Group stands for Professional Excellence in Equity Release and is an initiative of the Personal Finance Society, the largest representative body for financial advisers in the UK. Among other things it provides a checklist of things your adviser should cover with you when discussing Equity Release.
There are 19 things on the checklist(!), so I have prepared a PDF with all of them on, which is right here