Later Life Collaboration event series
We are participating in the Later Life Lending Collaboration event taking place in June, over multiple dates and across a variety of locations:
- Tuesday 4 June (9am to 1pm) - Leeds Register here
- Tuesday 5 June (9am to 1pm) - Coventry Register here
- Tuesday 6 June (9am to 1pm) - Swindon Register here
We will feature alongside a number of industry specialists such as Air, Hodge, Legal & General, LiveMore and Standard Life.
The session will conduct a deep dive into the changing demographics and future trends of the over 50s in the UK, along with the changing economic environment. It will also explore how understanding the growing customer needs for mortgage finance in later life, and knowing the target audience, can lead to future business opportunities and better customer outcomes. Here's an agenda listing just some of the presentation themes that will be covered;
Agenda
- Introduction - Jon Dunckley, Keynote speaker
- Comprehensive conversations / education - Air
- Repayments as potential strategy / need for affordability - Standard Life
- Bank of family / first time buyers - Legal & General
- Product innovation and advice standards - LiveMore
- Know your audience / changing demographics – Hodge
- Intergenerational lending solutions - Family Building Society
- Closing words - Jon Dunckley, Keynote speaker
Keynote speaker, Jon Dunckley will also be lifting the lid on the psychology of the adviser-client relationship, and how simple changes can lead to far more powerful conversations.
These sessions are CPD accredited.
Affordability Calculator
Find out how much your residential client may be able to borrow. To see affordability for a Buy to Let client, use our Buy to Let calculator
Your Local BDM:
Sam Morrison
Your Local BDM:
Neil Cadwallader
Your Local BDM:
Stuart Heavens
Your Local BDM:
Amar Mashru
Your Local BDM:
Arif Kara
Your Local BDM:
Nathan Waller
Your Local BDM:
Grace Bennett
Your Local BDM:
Darren Deacon
Your Local BDM:
Paul Roberts
We do not currently have a BDM covering your area. Please contact our Mortgage Helpdesk:
- 01372 744155
- 01372 745607
- mortgage.desk@familybsoc.co.uk
Opening hours: Monday - Friday: 9am - 5.30pm. Saturday: Closed
We may record any telephone calls we have with you in the interest of staff training, monitoring customer service or for security purposes.