We use some essential cookies to make our website work properly.
We’d also like to set additional cookies to help us improve our website, tailor marketing and provide a more personal experience.
A more flexible way to access advice
Video appointments make it easier to speak with your adviser face-to-face without needing to travel or attend appointments in person.
Using your laptop, tablet, or computer, you can access appointments from the comfort of your home while still receiving the same expert advice and personalised support.
Whether you're exploring equity release for the first time or discussing your options in more detail, video appointments help make the process convenient, and comfortable.
Why customers choose video appointments
Face-to-face support from home
Speak directly with your adviser without needing to travel or leave your home.
More personal than a phone call
Video appointments allow you to see your adviser face-to-face, making conversations feel clearer and more comfortable.
Flexible around you
Access appointments using your laptop, tablet, or computer at a time that suits you.
Easy to follow
Your adviser can guide you through documents, information, and next steps during your appointment.
Family can join too
You can invite family members or trusted people to join your appointment from different locations if you’d like additional support.
Need help joining your appointment?
If you’re having trouble joining your appointment or accessing Microsoft Teams, our team is here to help.
We can guide you through the process step-by-step and help you get connected before your appointment begins.
Explore our digital support guides
Our support guides are designed to help you access online services clearly and confidently.
Take your time, follow the steps at your own pace, and find the information you need to feel ready for your appointment.
Page last updated: Wednesday 03 June 2026