The Advice in Action workstream at the Later Life Lending Summit emerged as a must-attend session for customer-facing professionals looking to gain practical insights and tools to take away and implement. Click on the speaker names below to explore more about their presentations on the day.
This dynamic 90-minute segment combined short, impactful lightning talks from six leading later life lenders with interactive and thought-provoking roundtable discussions to follow.
Participants explored key themes like building financial resilience, adapting to evolving customer needs, and addressing property-related complexities. These insights were designed to help advisers navigate the challenges of later life lending, delivering improved outcomes for their clients while driving business growth.
Speakers on the day included Lisa Windley from Royal London Equity Release who discussed the importance of financial resilience, Sadie Russell from Legal & General Home Finance offering advice on how to have those awkward money conversations. Scott Burman from Pure Retirement discussed the importance of using data to enhance audience understanding whilst John MacDonald from Aviva shared how knowing your client and focusing on ways to navigate the property puzzle can achieve better outcomes for customers. Sanjay Gadhia from Standard Life Home Finance offered insight into why it’s essential to stay aware of key trends and understand how these changes may impact outcomes for your clients. Finally, Lyndsey Charnock and Nick Flynn from Canada Life shared key findings from their research.
