Answers in Retirement to host conference for later life market

Michael Lloyd

March 9, 2018

mortgage conference

Retirement and later life services firm Answers in Retirement will launch of the inaugural National Later Life Adviser Conference in June on 21 June.

The conference is targeted at advisers working in the later life market, looking to broaden their knowledge and expertise. It will bring together speakers from the financial series industry, consumer organisations, charities, industry leaders, plus regulatory and political commentators.

Some of the 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.

The conference will be at the Gloucester Rugby Club Business Centre at Gloucester’s ground, Kingsholm, in the historic Roman city.

Stuart Wilson, group managing director at Answers in Retirement, said: “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.

Wilson added: “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.

“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.”

Donna Bathgate, chief operating officer of the Equity Release Council, said: “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.”

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.

Sign up to our daily email