Upcoming events
June
L&G "Setting the Foundation" Workshop
5 June 2025, 9.15am-1.15pmWhen:
5 June 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
September
L&G "Setting the Foundation" Workshop
30 September 2025, 9.15am-1.15pmWhen:
30 September 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
December
L&G "Setting the Foundation" Workshop
4 December 2025, 9.15am - 1.15pmWhen:
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