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The Later Life Lending Symposium – Consumer Duty: A fairer future

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Our annual Online Later Life Lending Symposium events include some of the most influential names and thought leaders in our industry. They’re designed to enhance knowledge, bolster confidence and provide the tools and information you need to help deliver great client outcomes.

This event covers: Consumer Duty, Marketing & Lead Generation, Consumer behaviour and so much more!

This years event took place on the 31st January 2023 and included sessions and debates from leading later life lending experts.

We also have an event coming up on the 9th March 2-3pm, Our Later Life Lending Summit: Navigating the Market. Sign up today by clicking here.

The full Symposium Agenda from our event 31st January 2023:

Hear from the Newsdesk

Latest industry insights and statistics from our Newsdesk with Stuart Wilson (Air Club Chairman, Air) and Dave Harris (CEO, more2life).

Consumer Duty panel review and an update on progress

We review the Consumer Duty Panel event from October 2022 and get an update on progress with the implementation of Consumer Duty with panel members John Somerville (Head of Financial Services, The London Institute of Banking & Finance) & David Forsdyke (Partner, Head of Later Life Finance, Knight Frank Finance)

The changing nature of later life lending: needs, attitudes, cost of living and Consumer Duty

Fran Green (National Sales & Networks Manager, more2life) along with Dennis Kreijns (Senior Equity Release Adviser, Just Compare Retirement) and James Sudworth (Independent Equity Release Adviser, The Equity Release Experts) talk about the changing nature of later life lending, consumer needs and attitudes to borrowing against a backdrop of a cost of living crisis and the imminent implementation of Consumer Duty

Consumer Duty and the need for ongoing training and professional development

Jon Tweed (Distribution Director, Air) talks to Mark Lambert (Director, Viva Retirement Solutions) about Consumer Duty from the perspective of a specialist advice firm and the need for ongoing training and professional development in our industry.

A network’s view of Consumer Duty

Richard Merrett (Head Of Strategic Development, Simply Biz Mortgages Limited) and Stephanie Charman (Strategic Relationships Director, Sesame Bankhall Group) talk to Jason Ruse (Business Development Director, Key Group) about a network’s view of Consumer Duty and its impacts on our industry.

Changing consumer needs and attitudes

 Sanjay Gadhia (National Sales Manager, Standard Life Home Finance) talks about changing customer needs and attitudes using the latest ‘light bulb’ moment research carried out by the lender.

The importance effective communications and a tailored communication strategy

Simon Martin (Director, Moreish) and Stuart Wilson (Corporate Marketing Director, Key Group) discuss the importance of effective communication with clients and how advice firms need to think about how they tailor and enhance their communication strategy in response to Consumer Duty regulations.

Creating opportunities with Phil Calvert’s Marketing scorecard

 Philip Calvert (Sales and Marketing Keynote speaker, Financial Services Specialist) presents a unique equity release lead generation tool – a Marketing Scorecard – and how to use it to create new opportunities as an adviser

Working with introducers to create referral opportunities and widen client propositions

 Marc Orme (Independent Adviser, The Equity Release Experts) talks about how he works with introducers to create regular referral opportunities and his experience of working with the clients of his introducer partners that have helped him build his own business as well as widen their client propositions for later life clients

Closing thoughts and key learning points from the event.

 Closing thoughts and comments from Jon Tweed (Distribution Director, Air), Jason Ruse (Business Development Director, Key Group) and Fran Green (National Sales & Networks Manager, more2life) on today’s key learning points

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