Go beyond the product brochures and step inside the evolving world of lifetime mortgage innovation. Hosted by Paul Glynn (Key Group) with Cleo Diggins (more2life), Louise Stevens (Coreco), and Nick Sutton (Retirement Solutions), this session lifts the lid on how product ideas take shape, and how they continue to develop once launched. Hear from advisers on how the market is changing, what they want to see next, and the best ways to make the most of today’s products in practice. A rare opportunity to see both sides of innovation: the lender and the adviser.

Speakers:

Paul Glynn, Managing Director of Sales & Marketing, Key Group
Cleo Diggins, Senior Product Development Analyst, more2life
Louise Stevens, Senior Mortgage Adviser, Coreco
Nick Sutton, Sales Director, Retirement Solutions

Every client’s story is unique, and so are the ways lifetime mortgages can help. Hosted by Phil Quinn (more2life) with Janet Hardy (HHH) and Dan Osman (UK Moneyman), this lively discussion explores the growing diversity of later life lending. From family support to home improvements and legacy planning, the panel will share real client stories that show just how flexible these products can be. Discover how affordability features are expanding choice and how advisers can use them to unlock more opportunities for their clients.

Speakers:

Phil Quinn, Head of Sales, more2life
Janet Hardy, Mortgage and Protection, HHH Mortgages
Dan Osman, Head of Age 50+ Mortgages, UK MoneyMan

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.

This webinar has been designed to give advisers confidence when it comes to navigating the complexities of lifetime mortgage lending criteria.
By joining LV= industry experts for this CPD-eligible 45 minute webinar, you can deepen your understanding of the underwriting process and improve client outcomes. 
LV= will help to simplify things by taking advisers, step-by-step, through these key topics:

• the valuation process
• how lenders assess risk
• ways you can support your clients’ applications - with practical steps to help avoid delays and declines 

During the webinar, LV= experts will deliver actionable tips, case study examples and answers to your underwriting questions.

Great advice deserves to be seen and trusted. In this session, Shazia Iqbal (Key Group) hosts Rob Griffiths (Square 1), Simon Martin (Moreish), and Stuart Borthwick (HLP) for an insightful discussion on raising your profile and attracting clients, whatever your budget. Learn how to use PR to build credibility, maximise marketing ROI, and turn client stories into powerful testimonials. Whether you’re an experienced adviser or just starting to grow your brand, you’ll leave with clear, actionable tactics to make your name stand out.

Speakers:

Shazia Iqbal, Director of Marketing, Key Group
Rob Griffiths, Director, Square 1 Media
Simon Martin, Director, Moreish
Stuart Borthwick, Adviser, Dartmoor

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

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

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.

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.

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.

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.

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.

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

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

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

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

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.

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.

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.