Episode Five - Shaping an Inclusive Future for Equity Release
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Episode Five - Shaping an Inclusive Future for Equity Release
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In this episode of Purely in Conversation, we spoke with Lauren Peel, Senior Partner at Inclusive Outcomes, about how firms can better understand and support customers in vulnerable circumstances. Lauren shares insights into the importance of inclusive design and the growing awareness of diverse customer needs. Listen to the episode to learn more about:
- Understanding vulnerability goes beyond age or illness
- Firms are recognising the need to adapt products and services proactively rather than retrospectively
- Workshops and practical vulnerability strategies support firms in improving customer journeys
#lifetimemortgage #equityrelease #laterlifelending #financialplanning #retirementplanning #knowledgesharing #marketingresources #inclusivity #vulnerable #circumstances #customers
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