Advice

There are no guarantees of good financial advice. But new rules mean anyone who gives investment advice to clients will now have to provide more information up-front.
 

1. Make a plan and review it regularly, at least every two years or whenever your financial circumstances change.

These handy checklists contain information to help you if you're considering an equity release product. You might even like to print them out and take them with you when you talk to providers.

As with most major purchases, it isn't a good idea to take the first deal you find when it comes to equity release products. Shop around. As well as looking at the cost, you should: