The programme of six roadshows will tackle topics such as product innovation and will use case studies of referred clients to illustrate how equity release products can be used.
LV and Shawbrook have partnered with Key Partnerships to discuss their involvement in later-life lending.
LV will look at the mix of pensions, mortgages and protection and how the retirement landscape has changed following the government’s decision to give people the freedom to access their pension savings. Shawbrook will outline its plans to offer a mortgage range designed for the over-55s.
Will Hale (pictured), director at Key Partnerships, said: “With house prices showing little sign of slowing down in many parts of the UK it’s clear why many are choosing to utilise their property assets to enhance their retirement finances. In this series of seminars, we are looking to help advisers understand how to expand their services for older clients whilst maximizing their own business opportunities.”
The seminars will be held on:
12th October, Hotel Novotel, Coventry
13th October, Village Hotel, Ashton Moss, Greater Manchester
19th October, Village Hotel, Watford
20th October, Village Hotel, Maidstone
25th October, Village Hotel, Farnborough
26th October, Royal Berkshire Hotel, Reading
The sessions will begin at 10.00am and end at 12.30pm, with a CPD certificate provided to attendees on completion.
