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2024 Programme

 

9.00am – 10:00am Registration & networking breakfast
10.00am – 10.05am Opening remarks
Anna Sagar, reporter, Mortgage Solutions
10.05 – 10.30 Fireside chat: assessing the health of the economy, latest key indicators and long-term prospects

  • UK economic snapshot: looking for the good news in 2024 and beyond
  • The capital and funding drivers, risks and constraints
  • Top drivers for product rates and features

Andrew Gilbert, products director, Legal & General Home Finance
Ben Grainger, partner, financial services, Ernst & Young
Moderated by: Les Pick
, director of intermediary sales, LiveMore Mortgages

10.30 – 10.50 What does the data say? Updates and latest trends in data and research

  • Understanding the complex needs of older borrowers
  • Evolving aspiration and later-life circumstances
  • Understanding the customer and emerging market drivers

Paul Glynn, CEO, Air

11.35am – 12.20pm A deep dive into vital aspects of customer vulnerability, challenges, and potential solutions

  • Consumer duty: avoiding foreseeable harm
  • Protecting the most vulnerable
  • Where do regulators and the market see the need for greatest change?
  • The risk pathway if disaster strikes

Marie Catch, head of mortgage market development & optimisation, L&G Home Finance
Tony Crane
, founder, Crane Consulting
Robert Sinclair,
chief executive, AMI
Richard Farr
, non-executive director, Comentis
Moderated by: Kelly Melville-Kelly
, director of risk, policy and compliance, Equity Release Council

11.30 – 12.00 Networking coffee break
12.00 – 12.20 Keynote interview: A focus on policy and regulation - what’s the plan?

  • Reviewing the regulatory and guidance landscape
  • The Council’s vision for the later life lending market
  • Breaking down advice silos
  • When will the ERC become the LLLC?
  • Stakeholder support – the blueprint for success

Jim Boyd, chief executive officer, Equity Release Council
Stuart Wilson, chairman, Air Club and managing director, Maverix consultancy Services Ltd

12.20 – 13.00 The later life adviser of the future: navigating the road to better customer outcomes

  • Joining the dots: Making products, services and advice more holistic to reflect the range of lending options
  • Identifying the expertise (soft skills and technical knowledge) required for later life planning
  • Facilitating later life conversations and planning care needs

Jacqueline Berry, founder, My Care Consultant
Tish Hanifan, founder and joint chair, Society of Later Life Advisers (SOLLA)
Edward Payne
, director, Clifton Mortgages
John Somerville, director of financial services, The London Institute of Banking & Finance
Moderated by: Stephanie Charman, strategic relationships director, Sesame Bankhall group

13.00 – 13.20 Evolving later life lending - thought-sharing and best practice

  • What can the later life lending sector learn from the pension transfer market?
  • Mapping the journey and drawing parallels

Jon Dunckley, managing director, About Consulting

1.20pm - 1.25pm Closing remarks
Anna Sagar, reporter, Mortgage Solutions
1.25pm Networking lunch
2.25pm Conference close

 

 

Contact Us

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adunni.adeleke@ae3media.co.uk
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victoria.bailiss@ae3media.co.uk
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Head of marketing
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Publishing Director
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07980838092
jamie.hurst@ae3media.co.uk
@jimmychicken
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Head of sales
For sponsorship queries
07879126331
andrew.morris@ae3media.co.uk
@AndyMorrisMS
For programme queries
+44 (0) 7788617026
adunni.adeleke@ae3media.co.uk
For event queries
07933403130
victoria.bailiss@ae3media.co.uk
for event queries
07799797408
luke.beisiegel@ae3media.co.uk
For marketing queries
07947752343
lorraine.francisco@ae3media.co.uk
For sponsorship queries
07980838092
jamie.hurst@ae3media.co.uk
@jimmychicken
For sponsorship queries
07879126331
andrew.morris@ae3media.co.uk
@AndyMorrisMS

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