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Sheffield - 19 November 2024
Welcome to the first Later Life Lending Summit!
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Later Life Lending Summit – uniting for later life advice
Brought to you by the Equity Release Council, in collaboration with the Association of Mortgage Intermediaries.
In November 2023, the Equity Release Council (the Council) launched its first adviser-centric Equity Release Summit in the heart of central Manchester, its first significant event in the north.
The inaugural event was supported by headline sponsor, Aviva, and welcomed over 150 advisers from across the UK who convened with one primary objective, to raise standards in later life advice.
We are excited to announce that the 2024 Summit, which will continue to be a regular fixture in the industry calendar and remain in the north of England, will be delivered in collaboration with fellow membership body, the Association of Mortgage Intermediaries (AMI). We will deliver this joint event under a new event brand, the Later Life Lending Summit: uniting for later life advice.
The event will continue to deliver the high-quality educational and networking opportunities that have become synonymous with our Summit programme and comes after May’s sell-out Westminster edition.
This joint event represents a significant milestone in our collective efforts to promote the benefits of later life lending advice. By working together, we can create a more inclusive and responsive sector designed to serve the ever-changing needs of later life borrowers. At the heart of this is recognising, and celebrating, the crucial role that all advisers play in achieving good outcomes for these customers.
Jim Boyd, CEO of the Equity Release Council
The inaugural Later Life Lending Summit will bring together all aspects of the mortgage industry to discuss how we ensure that in the new Consumer Duty world all firms work to ensure customers get the solution appropriate to them as they age. What it means to be a homeowner is changing and with greater life and product complexity we need to develop solutions to ensure that advisers are best positioned to provide ongoing personalised support to all borrowers. Events such as the summit provide a platform for the industry to have these vital conversations, and we look forward to welcoming representatives from across the industry.
Robert Sinclair, Chief Executive of the Association of Mortgage Intermediaries
Highlights from 2023
Take a look at some of the highlights from the Equity Release Adviser Summit that took place in November 2023.
- A keynote address from the Financial Conduct Authority's Mark Burns, who led the regulator’s later life mortgages review.
- A motivational closing session from bestselling author, broadcaster and two-time TED speaker Carl Honoré whose latest book Bolder: How to Age Better and Feel Better About Ageing was described as a spirited manifesto against ageism.
- A session led by the Financial Ombudsman Service's Simon Pugh which took a deep dive into complaints and how to improve customer outcomes.
What people are saying
I was absolutely delighted to be asked to participate in what I regard as one of the most important events in the equity release calendar. It was a real privilege to share the stage with my fellow panellists – a genuine range of views and a wealth of experience, excellently compered by Tom. I’m humbled that so many people came in to hear the debate, I hope they took as much from it as I did.
Jon Dunckley, About Consulting Group
I was not too sure what to expect at my first Equity Release Summit but I would fully recommend it. A fantastic day that was both informative and thought provoking, whilst learning from critical friends what the public see and feel about the industry - well done Equity Release Council.
Paul Saroya, Viva Retirement Solutions
I had the pleasure of attending the industry event hosted by the Equity Release Council in London on the 16th of May, and as an exhibitor, I must say it was an incredibly valuable experience for Advise Wise. The event was impeccably organised, and the attendance was impressive, attracting key players and professionals from the later life sector.
Daniel Edmondson, Advise Wise
The 2023 Equity Release Summit was a well-run and valuable event. The breadth of presentation topics, opportunities for networking and venue were all excellent. As an international attendee, it was helpful to learn directly from some of the biggest players in a more mature market.
Kaila Basilij, Equitable Bank
For anyone interested in how we make use of housing wealth in later life, the ERC Summit is an essential event for your diary.
Tom McPhail, The Lang cat
Thank you very much for the invitation for us all to attend the Equity Release Summit - we all took away valuable contacts, conversations, and considerations from the sessions themselves and the networking breaks.
George Duffin, Senior Policy Adviser - Mortgages, MH Treasury
Each of the Australians that attended were impressed by both the quality of speakers and the enthusiastic engagement of delegates. They were kept busy all day with lively conversations that have continued beyond the Summit and in some cases, these interactions have resulted in valuable commercial outcomes.
Kevin Conlon, ERiC
Deciding to attend the Westminster summit in May 2024 was an easy decision for me to make, after a positive experience at the earlier Manchester summit in November 2023. The later life lending market is expected to move towards a period of significant growth and the Equity Release Council events provide an opportunity for Advisers to increase knowledge and build strong relationships with other Professionals in this sector. I can honestly say that after both Summits I have attended, I have come away with more knowledge and enthusiasm to benefit my business and enhance my skill set.
Ultimately, these events are organised to create an environment to share best practice and raise the standards across all practitioners and to create better outcomes for clients.
I believe attending this type of event has helped our business immensely and gives us more credibility. I look forward to forthcoming events in the near future.
Ian McKinnon, Managing Director Financial Clarity (Scotland) Ltd
The Equity Release Council’s Summit at Church House in Westminster was a triumph. Packed halls and break outs, feverish excitement in the exhibition halls and a truly extraordinary keynote from Nick Lyons of Phoenix that capped off some excellent sessions.
I can’t remember learning so much in a single day at any conference ever – and I’ve been to a few.
It’s not often that a Conference works as well as this did and when it does, it needs to be called out.
And all this – carried out with immense goodwill and the esprit de corps of a professionally run trade body that is a model to many like it.
Henry Tapper, CEO, Agewage
As a new member of the ERC, I was excited about sponsoring and speaking at the Summit. The day surpassed my expectations, and it was great sharing a space with other solution orientated people. The venue was fantastic, with a convenient central London location and the ERC team made us feel welcome and supported from the offset. In fact, the council has been incredibly helpful and welcoming from day 1, especially when it comes to embracing new technology and ideas. Loved seeing so many familiar faces from the industry, plus of course meeting new people and being able to network throughout the day. The speaker line up was impressive, the sessions informative and topics spot on. Looking forward to the next one already!
