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

In the fourth episode of Purely in Conversation we went behind the scenes with Andrew Peters, Director of Technical Services at Countrywide Surveying Services and Lucy Bourn, Technical Surveying Manager at e.surv Chartered Surveyors, to delve into current topics in the world of surveying, including:

- Expert insights on lifetime mortgage valuations

- The future of AI in surveying and what it means for advisers and clients

- How the demand for lifetime mortgages has evolved over the last 5 years and the regional variations shaping today's market

#lifetimemortgage #equityrelease #laterlifelending #financialplanning #retirementplanning #knowledgesharing #marketingresources #AI #surveying

In this episode of Purely in Conversation, we were joined on the sofa by Kelly Melville-Kelly, Director of Risk, Policy and Compliance at the Equity Release Council, where we discussed the later life lending sector's current pressing topics including:

- The findings and surprises from the ERC's mystery shop of adviser firms

- Tips for new and established equity release advisers

- Latest news and updates from the Council, including new member forums, white papers and what to expect at the upcoming November summit.

#lifetimemortgage #equityrelease #laterlifelending #financialplanning #retirementplanning #knowledgesharing #marketingresources