Ready to empower your clients with strategies for retirement and legacy planning?

Join Legal & General for their Focus Week - a webinar series packed with insights on home finance, annuities, and protection.

This is a live webinar (not recorded) and will last approximately 45 minutes. It is CII-accredited for structured CPD.

Join Legal & General for their Focus Week - a webinar series packed with insights on home finance, annuities, and protection.

With property often being the most significant asset in later life, this session explores how home finance—particularly lifetime mortgages—can play a strategic role in gifting and inheritance tax (IHT) planning. Against a backdrop of market volatility and upcoming IHT changes, we’ll look at how to think differently about property wealth in retirement.

This is a live webinar (not recorded) and will last approximately 45 minutes. It is CII-accredited for structured CPD.

Join Legal & General for their Focus Week - a webinar series packed with insights on home finance, annuities, and protection.

In today’s unpredictable financial landscape, clients nearing or in retirement face challenges like market volatility, longevity risk, and rising inheritance tax bills. This session explores how guaranteed income solutions—particularly annuities—can provide stability, support legacy planning, and offer peace of mind.

This is a live webinar (not recorded) and will last approximately 45 minutes. It is CII-accredited for structured CPD.

Join the Equity Release Council for a vital all-member briefing on the FCA’s forthcoming Public Discussion on Lending into Later Life expected to be published at the end of June. This session offers an important opportunity to understand the paper’s purpose, its significance for the sector, and how members can meaningfully engage with and respond to it.

Join Legal & General for their Focus Week - a webinar series packed with insights on home finance, annuities, and protection.

More and more clients are facing IHT bills, potentially 10% of estates by 2030.
This session explores how the role of protection —like term assurance and whole of life—can offer cost-effective solutions to cover IHT bills.

This is a live webinar (not recorded) and will last approximately 45 minutes. It is CII-accredited for structured CPD.

Join Aviva for Part 2 of their exclusive webinar trilogy, where they’ll dive into the latest developments in investments, savings, home ownership, and wealth accumulation.  This is a three-part series and all count toward your CPD.

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 Aviva for Part 3 of their exclusive webinar trilogy. Dr Filby rounds off the trilogy by talking through the increasing role of inheritance in retirement planning, especially in light of recent budget changes on pensions and tax. She’ll also touch on behavioural insights to help understand the influences on wealth and retirement planning.

They’ll help to identify strategies for accumulations, decumulation, protection and estate planning- to optimise retirement outcomes for your clients. 

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

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

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.