Brought to you by
Equity Release Council
In collaboration with
AMI-Logo-new-site

Sheffield - 19 November 2024

Welcome to the first Later Life Lending Summit!

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Later-Life-Lending---Strapline

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.

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