Market events

Upcoming events

Instruct a specialist solicitor

September

Part 3: Inheritance in retirement planning

17 September 2025, 10am

When:

17 September 2025, 10am

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. 

Register

L&G "Setting the Foundation" Workshop

30 September 2025, 9.15am-1.15pm

When:

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
Register

November

Later Life Lending Summit

Thursday 6 November 2025

When:

Thursday 6 November 2025

The Later Life Lending Summit returns to Sheffield in 2025 to continue important conversations about the future of later life borrowing and advice.

This year's event will focus on delivering high-quality education, insight, and networking for professionals across the later life lending space.

 

Advise Wise members can use the discount code ADWISE10 to benefit from 10% off.

 
Register

December

L&G "Setting the Foundation" Workshop

4 December 2025, 9.15am - 1.15pm

When:

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
Register