LV= Equity Release Live – virtual event

Join LV= online to hear industry experts discuss how supporting your clients can create opportunities to help you grow your business. This virtual event is eligible for 1hr 15mins CPD.

Georgina Oxton, LV= Divisional Sales Manager, will host the session.  

She’ll be joined by Jenny Briars, LV= Head of Customer Governance & Heritage, to discuss how LV= identifies and manages customer vulnerability. 

Steve Casey, Managing Director of Square Health, will provide an overview of how LV= Doctors Services can support lifetime mortgage customers. 

Industry expert, Paul Saroya, Director at Viva Retirement, will join the panel to share his views on how to grow a sustainable business with a client-centric approach. 
 
Chris Smyth, LV= Partnership Development Manager, will discuss how consumer duty legislation can create opportunities for your business. 

You will also be able to address the panel directly through a Q&A discussion. 

For UK financial advisers only

London's biggest mortgage expo is back for 2025 with:  

• Inspiring and actionable seminar sessions covering the hot topics that matter to you and your clients.

• The ability to discuss live cases, build referral networks, and connect with BDMs and fellow advisers.

• Face-to-face time with over 50 High Street and specialist lenders, so you can ask questions and gain valuable insights directly.

 LV= Equity Release Live – virtual event

Join LV= online to hear industry experts discuss how supporting your clients can create opportunities to help you grow your business. This virtual event is eligible for 1hr 15mins CPD.

Georgina Oxton, LV= Divisional Sales Manager, will host the session.  

She’ll be joined by Jenny Briars, LV= Head of Customer Governance & Heritage, to discuss how LV= identifies and manages customer vulnerability. 

Steve Casey, Managing Director of Square Health, will provide an overview of how LV= Doctors Services can support lifetime mortgage customers. 

Industry expert, Paul Saroya, Director at Viva Retirement, will join the panel to share his views on how to grow a sustainable business with a client-centric approach.  

Chris Smyth, LV= Partnership Development Manager, will discuss how consumer duty legislation can create opportunities for your business.

You will also be able to address the panel directly through a Q&A discussion. 

For UK financial advisers only.

The Equity Release Council is proud to announce the launch of Standards 2.0. This updated framework introduces a new sixth Standard, as well as its first Consumer Charter.

The Consumer Charter sets out clear expectations for anyone engaging with Council members, ensuring that consumers receive personalised, comprehensive, and transparent support to help them make informed decisions based on their individual needs.

The session will be led by Michelle Highman (Chair of the Standards Committee and Independent Non-Executive Director) and Kelly Melville-Kelly (Director of Risk, Policy and Compliance at the Council). 

Attendees will gain insights into the rationale behind the refreshed, more accessible Standards and have the opportunity to ask questions about how these changes apply in practice.

There will also be some high-level insights from the recent mystery shopping exercise that the Council undertook to better understand the type of support that members need as they help customers to make sustainable choices around property wealth.

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.