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Inaugural National Later Life Adviser Conference to take place in June

09 March 2018

Answers in Retirement, the companies covering a range of retirement and later life services, has today (9th March 2018) announced the launch of the inaugural National Later Life Adviser Conference which will take place in June.

Sponsored by the Later Life Academy, the commercial and training organisation for later life advisers, and the Equity Release Council, the industry body for the equity release sector, the National Later Life Adviser Conference will be held on Thursday 21st June at the Gloucester Rugby Club Business Centre at Gloucester’s ground, Kingsholm, in the historic Roman city.

The Conference is targeted at advisers working in the later life market, dealing with mature consumers and looking to broaden their knowledge and expertise, and will bring together a selection of leading key-note speakers in their fields, from across the financial services industry, as well as consumer organisations, charities, industry leaders, plus regulatory and political commentators.

Topics under discussion will include: changing products; consumer needs; political and economic challenges, longevity and advice needs; mental capacity and the future of social care; software and innovation, and many more.

In addition to platform presentations throughout the day, there will be a number of ‘break out’ seminars, and the opportunity to speak face to face with a broad range of providers in the exhibitors’ area.

To attend, advisers can register by visiting:

A small booking fee will be taken to ensure delegates can reserve a space. There are a limited number of 250 spaces available for the conference.

The event opens for registration at 9am, lunch and refreshments are provided, and all attendees will receive structured CPD. For those travelling to Gloucester by train, a free shuttle bus will be available between 8.45am and 9.45am, and returning between 4.40pm and 5.40pm after the conference has finished.

Stuart Wilson, Group Managing Director at Answers in Retirement Ltd, commented:

“Pension freedoms, care funding challenges, equity release and later life lending growth as well as the increase in funeral planning, savings , LPA’s and Wills are driving developments in products, technology and consumer engagement. Wrapped around all of these are political challenges and economic issues, as well as our sector’s responsibilities to understand capacity and demographic challenges. Advisers face constant change, and as businesses they must find the right balance between delivering quality advice and making sure it is commercially right. This is why we’ve launched the National Later Life Adviser Conference in order to help advisers find their way in this burgeoning market and to help them broaden their knowledge when dealing with older clients and the range of wants and needs they have.

“We’re currently putting the finishing touches to our Conference programme and it promises to be filled with quality speakers and to include a range of providers all highly active in the advisory market and wanting to develop new relationships and grow business volumes. This is an incredibly exciting time for the later life sector and more advisers are developing their propositions, however it is also a sector that moves quickly and it’s important to keep up to date with the industry, regulatory and political developments but also the ongoing product changes. The National Later Life Adviser Conference will provide that level of detail and knowledge, and we look forward to welcoming the later life community to Gloucester on the 21st June.”

Donna Bathgate, Chief Operating Officer of the Equity Release Council, commented:

“The Equity Release Council is delighted to support the inaugural National Later Life Adviser Conference, and we look forward to a day of sharing valuable insights to support high standards of advice in this area. The task of helping the UK’s ageing population to make good financial decisions in the face of wide-ranging socio-economic challenges represents an exciting opportunity for later life advisers. With more people turning to housing wealth as part of their retirement planning, it is vital this growing base of older customers is met with advisers equipped with the necessary skills and knowledge of the later life landscape.”