Later Life Collaboration event series

20 May 2024

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.

Find out more about our Later Life offering

Why choose us for Later Life


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