The first five events kick off in Leeds/Bradford on 7 November, Birmingham on 8 November, Southampton on 21 November and London on 28 and Wednesday 29 November.
The agenda focuses on helping new advisers to understand the basics of the later life market, what opportunities are available, and what ‘best practice’ advice looks like.
Key areas to be covered include products; the sales process; fact finding and the older consumer; suitability and compliance; benefits and tax; the later life market; conveyancing and mental capacity. There will also be an open forum to allow attendees to ask questions of the industry experts running the sessions.
The events will start at 10am (10.30am for London) and delegates will be provided with refreshments and lunch, with the day finishing at 3pm.
“The growing demand for advice in the later life market means we are often asked to provide ‘starter events’ for those advisers completely new to the sector, or those who wish to significantly upscale their volumes of business,” said Stuart Wilson, managing partner at the Later Life Academy.
“We want attendees to leave these sessions knowing exactly what is required in order to secure clients and to provide them with the best advice across any number of later life product areas,” added Wilson.
LLA was launched in 2014 and offers later life advisers, across areas including equity release, long-term care, and annuities, access to training and sales support.
