Later Life

Tutors:

• Matt Ward, Communications Director, AKG
• Andrew Tully, Technical Director, Canada Life
• Sean Osborne, Group Head of Sales, Charles Stanley

Learning outcomes:

1. The size and opportunity set within the later life market
2. The soft skills needed to develop a client base
3. Why intergenerational planning can help increase...

Tutors:

• Hattie Fancourt, National Account Manager, Pure Retirement
• Rachel Pease, Head of Marketing and Communications, Pure Retirement

Learning outcomes:

1. Best practices for engaging with later life lending customers
2. The challenges when building a brand in the market
3. The trends emerging in the later life lending space
...

Tutors:

• Hattie Fancourt, National Account Manager, Pure Retirement
• Rob Miles, Head of Intermediary Sales, L...

Tutors:

• Paul Shirlaw, Equity Release Adviser, Crabtree Consulting
• Jason Ruse, Business Development Director, Key Group
• Richard Merrett, Head of Strategic Development, SimplyBiz Mortgages

Learning outcomes:

1. To gain a better understanding of the later life lending market
2. To understand what tools are available to support me and my...