Upcoming events
July
Designing for inclusion - turning good intentions into action
21 July 2025, 1.30pmWhen:
21 July 2025, 1.30pm
Join the Equity Release Council for their latest webinar on Monday 21 July at 1:30pm as they welcome Lauren Peel from Inclusive Outcomes to introduce their latest research and practical guide on how to better support customers in vulnerable circumstances.
September
Part 3: Inheritance in retirement planning
17 September 2025, 10amWhen:
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.
L&G "Setting the Foundation" Workshop
30 September 2025, 9.15am-1.15pmWhen:
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
December
L&G "Setting the Foundation" Workshop
4 December 2025, 9.15am - 1.15pmWhen:
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