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Adapting to Change: Navigating the New Landscape
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In this episode of Master Later Life Lending, host Will Hale speaks with Nathan Waller (Family Building Society) and Ashley Edwards (Just Mortgages) about how advisers, firms, and networks are responding to rapid changes in the later life lending market.
They discuss evolving client needs, navigating Consumer Duty regulations, generating new business, and how to adopt technology while maintaining personalised advice. Packed with practical tips and real-world strategies, this is a must-listen for any adviser working in the later life space.
Chapters
1. Introduction to Later Life Lending (00:00:00)
2. Trends in Later Life Lending (00:01:29)
3. Regulatory Scrutiny and Customer Protection (00:04:47)
4. Embracing Technology While Maintaining Personal Touch (00:11:59)
5. Effective Customer Acquisition and Referrals (00:17:16)
6. Future Wishes for Market Development (00:25:30)
7. Episode Closing and Call to Action (00:36:27)
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