Equity Release

With reduced pensions savings and higher expectations for life expectancy, Equity Release has become a growing market. Equity Release products have a lot of similarities with pensions so, as an actuarial firm with a wealth of experience in pensions, we are well placed to provide help and advice.

We are happy to help with as little or as much as is required. Our service is tailor made to the individual requirements of the client. Examples of work where we are happy to help are:

  • Advice on suitable assumptions – the choice of assumption for future mortality being critical.
  • Reviewing or helping create a suitable model for a portfolio.
  • Production of models showing the potential volatility of profit and present value of a portfolio.
  • The impact of implementing a hedging strategy on portfolio volatility.
  • Portfolio stressing and catastrophe modelling.

If you would like to discuss what we can offer in relation to Equity Release then please contact Mark Rowlinson in our Leeds office.