Case scenario library
Equity Release Case Studies and Scenarios for Advisers
Scenario-led material for file preparation and adviser training, written with balanced considerations rather than positive-only narratives.
How each scenario is structured
Client objective, the options considered including alternatives to equity release, the advantages and the disadvantages, the questions an adviser should investigate and the evidence a file would be expected to hold.
Balanced by design
Every scenario records the drawbacks alongside the benefits, including the effect on an estate and on means-tested benefits.
Frequently asked
Are these real clients?
No. Scenarios are professional illustrations written for research and training. They are not records of actual clients and are not advice.
Search the free directory
Equity Fountain Directory
Find Equity Release Providers, Advisers and Products
Results show verified records that match the criteria you select. Equity Fountain does not rank, recommend or endorse any firm, adviser or product.
Information and software, not advice. Equity Fountain is not authorised or regulated by the Financial Conduct Authority and does not provide regulated financial, mortgage, equity-release, tax, legal or probate advice. It provides research tools, factual market information, modelling and educational resources for professional users. The subscribing adviser remains responsible for verification, suitability and client advice. Provider documentation takes precedence over anything shown here.