Market events

Upcoming events

October

How later life lending and mortgage advisers can develop an effective care advice proposition

Tuesday 28 October 2025, 12pm

When:

Tuesday 28 October 2025, 12pm

Consumer demand for later life care advice is increasingly aligning with the evident need. With the Financial Conduct Authority's shift towards an outcomes-based approach, a focus on good practice and supporting clients in vulnerable circumstances, it is imperative for all firms to be prepared to assist clients, as well as their family members, unpaid carers, and attorneys when considering how to pay for care.

In this webinar, Pure Retirement will examine two available care advice models suitable for any firm type and explore how advisers can help clients avoid foreseeable harm related to care. Additionally, they will cover how to deliver comprehensive advice on paying for care and highlight some of the industry's innovative tools and resources to help advisers deliver an effective care advice proposition.

Register

November

Later Life Lending Summit

Thursday 6 November 2025

When:

Thursday 6 November 2025

The Later Life Lending Summit returns to Sheffield in 2025 to continue important conversations about the future of later life borrowing and advice.

This year's event will focus on delivering high-quality education, insight, and networking for professionals across the later life lending space.

 

Advise Wise members can use the discount code ADWISE10 to benefit from 10% off.

 
Register

December

L&G "Setting the Foundation" Workshop

4 December 2025, 9.15am - 1.15pm

When:

4 December 2025, 9.15am - 1.15pm

After qualifying, it can feel daunting to take the leap into advising on lifetime mortgages.

Our goal is to make this transition as simple and easy as possible for you.  L&G’s ‘Setting the Foundations’ workshop is a great opportunity for advisers to learn about getting the best out of the fact find process, and ensuring the arrangements for their clients are future-proofed.

The workshop is aimed at either newly qualified Equity Release advisers or those who want to become more active in this market. 

It’s an interactive workshop and  will help advisers to:

  • Identify and secure clients in the equity release market
  • Understand key considerations for an effective fact find
  • Explain differences between residential mortgage and LTM processes
  • Manage client expectations by navigating the conveyancing journey
Register