Digital Equity Release event

14 May 2024, 10am - 12pm

Financial Reporter brings you the Equity Release Event, a series of events held at venues across the UK which aim to bring you, the intermediary, a better understanding of equity release in order to boost your offering to your clients.

• Meet from up to 3 equity release specialists
• Earn up to 1.5 CPD hours all in a morning's work

Register

The Unplaceables webinar with Barton Law and Advise Wise

15 May 2024, 10am

Join Pure Retirement Central BDM, Karen, Peter Barton from Barton Law and Daniel Edmondson from Advise Wise for a session to discuss how to deal with your hard-to-place cases.

Register

Equity Release Council Summit 2024

23 May 2024, 8.45am - 6pm

Organised by the Equity Release Council, the UK trade body and standards setter for the equity release sector, the annual Summit provides opportunities to share best practice and discuss areas of interest – where Council members, and those looking to enter the sector, can connect, network, meet customers, and promote their brands.

Register

Mortgage Adviser event - London

4 June 2024

Join over 1,000 intermediaries, meet the biggest lenders & providers in mortgages, earn CPD hours, and stay one step ahead at this cutting edge mortgage adviser exhibition.

Register

Mortgage Adviser event - Manchester

25 September 2024

Join over 750 intermediaries, meet the biggest lenders & providers in mortgages, earn CPD hours, and stay one step ahead at this cutting edge mortgage adviser exhibition.

Register

The Unplaceables webinar with Equilaw and Advise Wise

25 September 2024, 10am

Join Pure Retirement Central London and Southeast BDM, Ash, Matt Taylor from Equilaw and Daniel Edmondson from Advise Wise for a session to discuss how to deal with your hard-to-place cases.

Register

Mortgage & Protection summit Manchester

13 November 2024

Mortgage & Protection Summit is a new way to interact with the mortgage intermediary community: a hybrid event with a combination of conference sessions, networking and CPD learning, these half-day events will give you the opportunity to reach more specialists at once. You will get the benefit of conference-style learning in easily accessible locations - and specialists will get the chance to showcase their brand in an exclusive setting.

• Meet up to 10 lenders or providers across one morning
• Keynote speech from property industry expert
• Panel discussions with up to 3 CPD hours available
• Free to attend, with complimentary parking and lunch
• Designed specifically for mortgage advisers

Register

Digital Mortgage Technology

10 December 2024, 10am - 12pm

Financial Reporter brings you the Mortgage Technology Event, a series of events held at venues across the UK which aim to bring you, the intermediary, a better understanding of mortgage technology in order to boost your offering to your clients.

• Meet from up to 3 mortgage technology specialists
• Earn up to 1.5 CPD hours all in a morning's work

Register

Effective Later Life Marketing

21 March 2024, 10am

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

Watch the webinar on Upskill

Introducing Horizon Interest Rewards

6 March 2024, 10am

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

Watch the webinar on Upskill

Liaising with legals

29 February 2024, 10am

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

Watch the webinar on Upskill

LiveMore and enhanced property criteria

17 October 2023, 10am

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.

Watch the webinar on Upskill

Supporting customer challenges and creating opportunities during 2023 and beyond

16 November 2023, 10am

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.

Watch the webinar on Upskill

Personalise your advice

14 December 2023, 10am

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.

Watch the webinar on Upskill