Given the FCA’s requirements to help consumers make informed decisions, how can firms ensure their communications are effective and clear?

There are several questions to address:

• Which channels should we use to communicate with our clients?
• How can we prioritise which communications to work on first?
• What does good practice look like?
• This Alliance webinar brings together industry experts to discuss practical steps to help firms develop and embed a robust consumer understanding framework. 

The webinar will cover: 

• What the regulator expects of firms.Key insights from behavioural science and what they tell us about consumer behaviour.
• Principles for clear communications.
• Principles for effective verbal and video communications.
• Communicating complex concepts during advised journeys.

Hosted by the Equity Release Council and taking place on Tuesday, 13 May 2025, in Westminster, London, this flagship event brings together key industry leaders to explore the latest developments, innovations, and opportunities in the market.

This unique event also enables attendees to: 

• Explore the evolving role of later life lending - Gain expert insights into its impact on financial planning and property wealth.
• Discover industry innovation - Learn about the latest advancements, best practices, and different approaches that are shaping the sector. 
• Connect with key stakeholders - Network with 300+ industry leaders, policymakers, regulators, journalists, and consumer advocates.
• Celebrate industry progress - Join peers in recognising the collective achievements and future opportunities within the later life lending community. 

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.