Master Later Life Lending - By Air

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This session explores why later life lending is becoming an increasingly important consideration much earlier in the customer journey, as more borrowers face mortgage terms extending beyond pension age and increasingly complex financial circumstances. Featuring insight from Nicola Palmer (LiveMore), the session looks at the scale of the midlife mortgage challenge, how advisers can identify new growth opportunities, and how tools such as the LiveMore Mortgage Matcher® can support a more solutions-led approach to placing complex affordability cases. 

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 This practical session explores how increasing longevity is reshaping later life planning and what this means for advisers looking to support evolving client needs. Hosted by Lyndsey Charnock, with adviser perspectives from Paul Saroya (Viva Retirement), Steve Paterson (Later Life Money) and Ian McKinnon (Financial Clarity), the discussion brings together insight from Canada Life’s Life100+ research with real-world views on lead generation, client challenges, market opportunities and common misconceptions, before introducing Advantage, Canada Life’s new lifetime mortgage product designed to help clients access a lower rate through committed monthly interest payments.  

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Sustainable growth begins with asking better questions. By uncovering deeper client needs and ambitions, we can create stronger, more meaningful outcomes. This session explores how more effective questioning can unlock new growth opportunities, enhancing client understanding, sharpening recommendations, and supporting stronger alignment with Consumer Duty expectations. We’ll also take part in interactive table discussions to identify key barriers to growth and explore how more insightful, growth-focused client conversations can help overcome them and drive improved outcomes. 

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 This session brings together practical, real-world perspectives on how later life lending advisers can build stronger referral pathways as the market moves further into mainstream advice. With expert insight from Paul Glynn (more2life), Ryan Mansell (Rhino Financial Solutions) and Sarah Ferrell (Ferrell Financial Ltd), the discussion explores how introducer relationships can be identified, established and grown in practice, offering valuable guidance on turning referral opportunities into a more structured and sustainable source of business growth. 

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In this special episode, Will Hale is joined by Roland Whyte, from Nokkel to unpack the thinking behind The Home Belongs in the Plan and explore why intergenerational wealth transfer is becoming a major opportunity for later life advisers. The conversation looks at how advisers can bring property wealth into wider planning discussions and position later life lending not only as a mechanism for supporting personal needs and wants in retirement but also fulfilling wider family objectives. 

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 In this episode, Will Hale is joined by Steph Charman and Charlotte Allen to explore what the future of the later life lending market could look like, and what needs to change for it to become a more natural part of wider mortgage and financial advice. Against the backdrop of the FCA’s focus on the future of the mortgage market, the discussion examines the silos that still exist between mainstream mortgage advice, later life lending, wealth and wider financial planning, and how these can affect customer outcomes. The conversation will also consider the role trade bodies can play in bringing different parts of the market closer together, while looking at the practical steps needed to make holistic advice and specialist referral pathways the norm for older borrowers. 

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In this Comprehensive conversation, our CEO Will Hale sits down with  Georgina Oxton, Divisional Manager for Equity Release at LV=, this episode explores how LV= is broadening its proposition, supporting customers beyond completion, and equipping advisers with the tools to deliver lasting value and build long-term client relationships.

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In this Comprehensive conversation, our CEO Will Hale sits down with Paul Glynn, Managing Director of Sales & Marketing at more2life, this episode explores how product flexibility, enhanced overpayment options, and data-driven innovation are transforming later life lending, helping advisers deliver better outcomes, strengthen efficiency, and build stronger client relationships.

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In this Comprehensive conversation, our CEO Will Hale sits down with Deborah Reeves, National Account Manager at Perenna, this episode explores how collaborative advice can successfully integrate later life lending with next generation homeownership, helping advisers bridge client needs across generations and deliver stronger, more connected outcomes.

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In our fourth episode of the season, hear from Paul Roberts, Senior Account Director at Family Building Society, as he shares how advisers can build more sustainable retirement borrowing strategies by joining up standard later life mortgages, RIOs and equity release.

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