• Explore the growing role of pensions and workplace benefits (including salary sacrifice, ISAs and health protection) in driving financial advantage or disadvantage. 
• Gain practical conversation starters to help advisers support employers and employees with benefits, retirement and long‑term financial resilience. 
• Understand how changing attitudes to work and benefits are reshaping financial security for today’s workforce, particularly Gen X and Millennials. 

• Explore practical planning options across pensions, retirement choices, equity release and estate planning to support effective IHT outcomes.  
• Gain adviser insights to support intergenerational conversations, helping families, employees and employers plan for wealth transfer with confidence. 
• Understand the growing role of inheritance in financial planning, including delayed wealth transfer and rising intergenerational pressures on working lives. 

• Explore how women’s financial behaviours are changing, including greater engagement with investing, home ownership and financial wellbeing, especially among Millennials and Gen Z. 
• Gain practical adviser insights to better support women’s financial resilience through life‑stage‑aware, holistic financial planning.
• Understand the financial penalties women face across work and life, from career breaks and menopause to persistent pension gaps. 

• Understand why younger generations are confident investors yet disengaged from pensions, and how economic constraint, not apathy, drives their behaviour.
• Explore where younger audiences get financial information (from social media to Gen AI), and how trust, family culture and generational wealth shape decisions.
• Learn practical ways for advisers to engage younger clients, using relevant conversations around pensions, salary sacrifice, tax planning and long‑term wealth.

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).

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.

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.

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.