CPD events

In this episode of Purely in Conversation, host Jane Mullan is joined by Carol Nuttall, Solicitor and Director at Adlington Law, to talk about what it really takes to get later life lending legal advice right. Carol shares candid insight into the legal pitfalls that catch clients out, why face-to-face appointments remain essential, how she supports vulnerable clients, and why treating people as human beings — not case files — is at the heart of everything she does. 

What really goes on once a case lands with Underwriting? We're joined by Gavin Hancock and Beth Lawson from Pure Retirement's Underwriting department to talk through the common misconceptions, where AI and automation fit into the process, and how they work to get more cases over the line.

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.