SCHEDULE 1

PART IControlled Activities

F1Advising on a regulated home reversion plan10E

Advising a person is a controlled activity if the advice is—

a

given to the person in his capacity as reversion seller, potential reversion seller, plan provider or potential plan provider; and

b

advice on the merits of his doing either of the following—

i

entering into a regulated home reversion plan, or

ii

varying the terms of a regulated home reversion plan, entered into on or after 6th April 2007 by him, in such a way as to vary his obligations under that plan.