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Office Closure Christmas 2025

Over the festive period, our offices will close at 12:30 on Wednesday 24th December and reopen at 09:00 on Monday 5th January 2026. Any FintalPPC cases received after 17:00 on 19th December will not be processed until 5th January.

Emergency Helpline calls will be answered, or responded to, during office hours on 27th, 30th and 31st December, and January 2nd. Messages left on the answerphone at other times will not be dealt with until 5th January 2026. Please refer to our FAQs HERE before calling.

We would like to take this opportunity to thank all of our customers for your valued support during 2025 and wish you all a very happy festive season and a successful 2026. If you have any questions in relation to this, please contact us on info@ferret.co.uk

FINTAL 2 / FintalPPC

Fintal 2 and FintalPPC are the solutions to equity release sales compliance and welfare benefits.

The Financial Conduct Authority (FCA) has laid down regulations designed to make sure that people considering lifetime mortgages, and some other forms of equity release, do not suffer because of the effects on means-tested benefits, tax allowances and local authority grants.

The rules require those selling lifetime mortgages to consider:
  • whether someone will be worse off in terms of tax and benefits, if they take out an equity release loan, or are entitled to benefits that they are not receiving.
  • alternative methods of raising funds such as local authority grants...and advise them appropriately.
Tax and benefits for older people can be complex and apply in a significant number of cases. There are various types of lifetime mortgage. The technical complexities they create can present financial advisers with a bewildering series of factors to be considered.

The solution

Fintal 2 and FintalPPC
FintalPPC is a Pay-Per-Case service which allows advisers to outsource most of the process to specialists at Ferret. Ideal for those who don't wish to get involved in benefits, and other, assessments or who do occasional equity release cases.
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Fintal 2 is the proven system for the adviser with frequent cases or who wants the power of the system in their own hands. Flexibility, 'what-if' assessments on change of circumstances and a wide range of additional non means-tested benefits make this an unmatched advice tool.
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