Upcoming events
January
Fixed term income plans
Wednesday 22 January 2025, 10amWhen:
Wednesday 22 January 2025, 10am
With the option of longer guarantee periods and 100% value protection, annuities can be of great value to your clients. But, if your client is not looking for a lifetime commitment, Canada Life Fixed Term Income Plan (FTIP) may be a good alternative.
Nick Flynn, Sales Director - Retirement and Efty Mateides, Annuity Proposition Manager at Canada Life, will be hosting a webinar on Wednesday 22nd January 2025 at 10:00am. They will cover several topics, including the benefits, the options available and how a FTIP can help your clients make the most of their retirement.
Past events from 2024
November
Lending past the age of 80 with Loughborough Building Society
Tuesday 12 November, 10amWhen:
Tuesday 12 November, 10am
Join our upcoming live webinar with Loughborough Building Society. Daniel Edmondson, our National Account Manager, will host the live event, joined by Ashley Pearson, Head of Intermediaries at Loughborough Building Society who will explain how Loughborough Building Society can help "Park" before equity release.
October
How innovation, property wealth and flexible solutions could support your clients through retirement.
Wednesday 16 October 2024, 10amWhen:
Wednesday 16 October 2024, 10am
Join our upcoming live webinar in collaboration with Royal London Equity Release. Daniel Edmondson, our National Account Manager, will host the live event joined by Janet Greenland, Telephone Business Development Manager at Royal London Equity Release to discuss how innovation, property wealth and flexible solutions could support your clients through retirement.
Sourcing Pure Retirement’s new Interest Servicing Heritage Lifetime Mortgages
9 October 2024, 10amWhen:
9 October 2024, 10am
Daniel Edmondson, our National Account Manager, will host the live event joined by Gemma Brown, Business Development Manager at Pure Retirement, to walk you through Pure Retirement's new Interest Servicing product, its flexibility and the benefits it brings to your client.
Later life care: what happens when the money runs out?
Thursday 3 October 2024, 10amWhen:
Thursday 3 October 2024, 10am
Join us for a live event with Daniel Edmondson,National Account Manager at Advise Wise, and Richard Johnson, Director at RJ Advocacy. We'll discuss the provision of long term care and funding options the client has when the money has runs out.
June
Liaising with legals
5 June 2024, 10amWhen:
5 June 2024, 10am
Join our upcoming live webinar, in collaboration with our specialist solicitor partners.
Daniel Edmondson, our National Account Manager, will host the live event joined by:
- Peter Barton, Managing Director at Barton Law
- Rachael Brandon, Director at Boyd Legal
- Matthew Taylor, Business Development Director at Equilaw
- David Burns, Operations Manager at Enact Conveyancing
- Adam Carnall, Director of Partnerships at Forever Legal
March
Effective Later Life Marketing
21 March 2024, 10amWhen:
21 March 2024, 10am
Join Advise Wise live webinar "Effective Later Life Marketing" in collaboration with Mash Marketing Consultancy.
Daniel Edmondson, our National Account Manager, will host the live event joined by Rachel Pease, Marketing Consultant and Founder at Mash Marketing Consultancy.
Learning outcomes:
- The latest market insights on the over 50s demographic
- Segmentation within the later life market and the marketing approaches that best resonate
- Key learnings for effective brand positioning to the over 50s audience
Introducing Horizon Interest Rewards
6 March 2024, 10amWhen:
6 March 2024, 10am
Join Advise Wise live webinar in collaboration with Standard Life Home Finance.
Daniel Edmondson, our National Account Manager, will host the live event joined by Sanjay Gadhia, National Sales Manager at Standard Life Home Finance.
Join this live session to get an insight into:
- How Horizon Interest Reward works
- Which of your clients it can support
- How you could save your clients thousands in compound interest
- Helping achieve a better outcome for you and your clients
February
Liaising with legals
29 February 2024, 10amWhen:
29 February 2024, 10am
Join this upcoming Advise Wise webinar, in collaboration with our specialist solicitor partners.
Daniel Edmondson, our National Account Manager, will host the live event, joined by:
- Peter Barton, Managing Director at Barton Law
- Rachael Brandon, Director at Boyd Legal
- Matthew Taylor, Business Development Director at Equilaw
- David Burns, Operations Manager at Enact Conveyancing
- Adam Carnall, Director of Partnerships at Forever Legal
December
Personalise your advice
14 December 2023, 10amWhen:
14 December 2023, 10am
Join Advise Wise upcoming live webinar, in collaboration with Just "Personalise your advice" on Thursday 14 December 10am.
Daniel Edmondson, our National Account Manager, will host the live event joined by Matt Latham, Specialist Account Director at Just.
November
Supporting customer challenges and creating opportunities during 2023 and beyond
16 November 2023, 10amWhen:
16 November 2023, 10am
Join Advise Wise upcoming live webinar in collaboration with Standard Life Home Finance "Supporting customer challenges and creating opportunities during 2023 and beyond". Daniel Edmondson, our National Account Manager, will host the live event joined by Sanjay Gadhia, National Sales Manager at Standard Life Home Finance.
October
LiveMore and enhanced property criteria
17 October 2023, 10amWhen:
17 October 2023, 10am
Join Advise Wise upcoming live webinar "LiveMore and enhanced property criteria", in collaboration with LiveMore, one of our lender partners, offering interest only, capital repayment and lifetime mortgage products designed specifically to help your 50-90+ cases.