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In this Comprehensive conversation, our CEO Will Hale sits down with Lisa Edgar, Founder and CEO of The Big Window, this episode explores how customer motivations are changing, highlights the emotional and lifestyle goals driving financial decisions, and shows how advisers can connect advice to help clients live fuller, longer lives.

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In this Comprehensive conversation, our CEO Will Hale sits down with Peter Maddern, Director of Mortgage Sales at Canada Life, this episode explores how a human-led approach is transforming later life lending, highlights the role of flexibility in underwriting, and demonstrates how advisers can unlock new opportunities for clients.

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In this Comprehensive conversation, our CEO Will Hale sits down with Alan Ritchie, CEO of Royal London Equity Release, this episode explores how Royal London’s mutual status supports a customer-first approach, showcases the benefits of trust, and helps advisers capitalise on demand across an expanding later life lending market.

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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 Lyndsey Charnock, National Sales Manager at Canada Life, this episode explores how property and pension strategies can work together to enhance client outcomes, strengthen intergenerational planning, and support advisers in delivering confident, future-focused advice that builds long-term value.

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In this Comprehensive conversation, our CEO Will Hale sits down with Darren Arulvasagam, Strategic Account Manager at Legal & General, this episode explores how education, transparency, and client safeguards are changing perceptions of later life lending, empowering advisers to integrate property wealth confidently into wider financial planning.

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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 this Comprehensive conversation, our CEO Will Hale sits down with Jonathan McCaffrey, Specialist Account Director at Just, this episode explores how Generation X is reshaping retirement planning, highlights the role of property wealth in creating financial confidence, and shows how advisers can provide holistic, life-centred advice.

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In this tech-focused episode of Master Later Life Lending, host Will Hale is joined by Ray McCarthy (Air), Shane Chawatama (Knowledge Bank), and Andy Longhurst (Lead Tech) to explore one of the most pressing questions facing advisers today: Can smarter technology actually help deliver better client outcomes, or is it just more noise in an already busy market?

We unpack the real potential of AI and automation in advice delivery, from boosting compliance and reducing admin, to enhancing client conversations and future-proofing your business. But we also look at the challenges: Are advisers ready to adopt these tools? Does more data always mean better advice? How do we ensure technology enhances the human touch rather than replacing it?

Whether you’re tech-curious or tech-cautious, this episode offers a grounded, practical look at how smarter tools can help you work more efficiently, meet regulatory demands, and deliver more personal, high-quality advice.

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