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. 

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

Daniel Edmondson, our Senior Strategic Partnership Manager, will host the live event, joined by Chris Flowers, Equity Release Specialist Lead at Royal London Equity Release for a session on the latest developments in the equity release market.

This session is designed to give you:

• an exclusive presentation on the latest developments in the equity release market
• all the details about the valuable updates that Royal London Equity Release have made in 2025
• access to the latest tools, resources, and support to help you better serve your clients and grow your business

As experts in the Lifetime Mortgages market, LV= understand that people’s circumstances can easily change. That can lead to the loan being repaid early – and for Early Repayment Charges (ERCs) to become payable.
So it is important to understand the potential financial implications of ERCs and what LV= are doing to support advisers to ensure the right outcomes for clients.
In this webinar, you will learn how LV= have designed their Lifetime Mortgage Plus and Lifestyle products to limit the situations in which your client would actually pay ERCs.
And how, even where ERCs are due, their terms are built to help keep overall costs to a minimum.

The Later Life Lending Summit returns to Sheffield in 2025 to continue important conversations about the future of later life borrowing and advice.

This year's event will focus on delivering high-quality education, insight, and networking for professionals across the later life lending space.

Advise Wise members can use the discount code ADWISE10 to benefit from 10% off.

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

Join our upcoming live webinar with LiveMore.
Daniel Edmondson, our National Account Manager, will host the live event joined by Les Pick, Director of Sales- Equity Release at LiveMore for a session on the lender's proposition and adviser support.

Join our upcoming live webinar with Loughborough Building Society. Daniel Edmondson, our National Account Manager, will host the live event, joined by Ashley Pearson, Head of Intermediaries at Loughborough Building Society who will explain how Loughborough Building Society can help "Park" before equity release.

Join our upcoming live webinar in collaboration with Royal London Equity Release. Daniel Edmondson, our National Account Manager, will host the live event joined by Janet Greenland, Telephone Business Development Manager at Royal London Equity Release to discuss how innovation, property wealth and flexible solutions could support your clients through retirement.

Daniel Edmondson, our National Account Manager, will host the live event joined by Gemma Brown, Business Development Manager at Pure Retirement, to walk you through Pure Retirement's new Interest Servicing product, its flexibility and the benefits it brings to your client.

Join us for a live event with Daniel Edmondson,National Account Manager at Advise Wise, and Richard Johnson, Director at RJ Advocacy. We'll discuss the provision of long term care and funding options the client has when the money has runs out.

Join our upcoming live 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

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

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

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

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.

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.

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.