Upcoming events
October
Emerald Interest Servicing Lifetime Mortgages
20 October 2026, 12pmWhen:
20 October 2026, 12pm
Join Pure Retirement live webinar to learn more about interest servicing with Emerald, the customer insight behind its launch, and how it could help you support a wider range of later life lending clients.
November
LaterLife Lending Summit - North
17 November 2026, 9am-4pmWhen:
17 November 2026, 9am-4pm
The UK's leading national event programe for professionals shaping growth and change across the market.
The Later Life Lending Summit North brings together the full later life lending ecosystem to share insight, collaborate, and drive meaningful progress. Powered by the Equity Release Council in collaboration with the Association of Mortgage Intermediaries (AMI).
Past events from 2025
October
Sourcing for over-55s? Don’t miss later life lending opportunities
Thursday 15 October 2026, 11am-12pmWhen:
Thursday 15 October 2026, 11am-12pm
In this practical webinar, we'll explore common client scenarios where a lifetime mortgage may be worth considering, including repaying existing borrowing, funding later life plans, supporting family members and estate planning. We'll cover the typical profile of today's lifetime mortgage customer and how to identify opportunities within your existing client base. We'll also discuss the choice you have between qualify to advise on equity release or refer your clients to qualified referral partners.
September
When retirement plans split
Friday 25 September 2026, 10amWhen:
Friday 25 September 2026, 10am
The difficult reality about divorce after 50 – and how lifetime mortgages may help clients keep plans on track.
A practical discussion about integrating property wealth into later life divorce planning.
Living legacy: equity release and IHT
Tuesday 15 September 2026, 2pmWhen:
Tuesday 15 September 2026, 2pm
Upcoming inheritance tax changes could affect clients who have already taken steps to preserve and pass on wealth.
This session explores how equity release could form part of an inheritance tax strategy, helping clients to access property wealth and support their loved ones.
March
Introducing Advantage: product overview, use cases and data-driven advice
Thursday 26 March 2026, 10amWhen:
Thursday 26 March 2026, 10am
In this webinar, Canada Life will introduce you to their new Advantage Lifetime Mortgage products and demonstrate how they can be used to deliver better outcomes for later life clients. They will walk through the key features and eligibility criteria, highlighting how Advantage compares with, and complements, their existing later life lending range.
November
Unlocking opportunity: the role of later life lending in modern financial advice
25 November 2025, 11amWhen:
25 November 2025, 11am
As the financial landscape continues to evolve, advisers are increasingly recognising the importance of later life lending as a vital part of comprehensive financial planning.
In this session we're hosting with L&G, Nick will examine why every adviser should be considering the later life lending market and how it can enhance client outcomes and business growth.
September
Adapting to the market: same strong foundation, now more flexible
30 September 2025, 10amWhen:
30 September 2025, 10am
Daniel Edmondson, our Senior Strategic Partnership Manager, will host the live event, joined by Chris Flowers, Equity Release Specialist Lead at Royal London Equity Release for a session on the latest developments in the equity release market.
This session is designed to give you:
- an exclusive presentation on the latest developments in the equity release market
- all the details about the valuable updates that Royal London Equity Release have made in 2025
- access to the latest tools, resources, and support to help you better serve your clients and grow your business
July
Keeping you in the know
10 July 2025, 10amWhen:
10 July 2025, 10am
Join our upcoming live webinar with LiveMore.
Daniel Edmondson, our National Account Manager, will host the live event joined by Les Pick, Director of Sales- Equity Release at LiveMore for a session on the lender's proposition and adviser support.
November
Lending past the age of 80 with Loughborough Building Society
12 November 2024, 10amWhen:
12 November 2024, 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.
16 October 2024, 10amWhen:
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?
3 October 2024, 10amWhen:
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.