CPD events

In this episode of Purely in Conversation, we sit down with Phil Dockerill, Director at Equity Release Compliance, to unpack what good later life lending advice really looks like. Phil shares why equity release should be treated as holistic financial planning rather than a product sale, how firms can prepare for regulatory scrutiny, where AI fits (and where it doesn't) in the advice process, and why the humble suitability report might be the most important document an adviser ever writes. 

In this episode we're joined by Dawn Evans, Equity Release Specialist at Viva Retirement Solutions. Dawn has built a reputation for doing the hard work upfront and making every client feel genuinely safe in the process. She opens up about how she builds trust and rapport with clients, how she handles sensitive conversations and what she's doing differently to almost never receive a decline.

In this episode, we're joined by Pure Retirement CEO Paul Carter for a wide-ranging conversation spanning nearly three decades in later life lending. Paul shares his reflections on the evolution of the market, why he believes it's set to explode, and what advisers need to do now to be ready. He also discusses his transition to Chair, Pure's culture and values, and the resilience it takes to thrive in this industry.

In episode seven of Purely in Conversation we sit down with Martyn Lewis, a seasoned expert with over 40 years in financial services. With a decade spent at the Financial Conduct Authority, Martyn brings a rare depth of insight into what truly good client advice looks like, especially in the later life lending space.

In this episode of Purely in Conversation, we speak with Sarah Ferrell, Equity Release and Mortgage Adviser at Ferrell Finance, who brings over a decade of lifetime mortgage expertise, about the importance of holistic advice in the later life lending space.