In Episode 5 of the ELEVATE Podcast Series, in partnership with AdviseWise, the Equity Release Council and Age Partnership, the focus turns to the tools, support and resources available to advisers looking to build confidence in later life lending.
As the market continues to grow, this episode highlights the breadth of support available across the industry, reinforcing that advisers do not need to navigate this space alone. From education and networking to practical tools and lead generation, the panel explores how advisers can access support at every stage of their journey.
A key theme throughout the discussion is the role of the Equity Release Council in setting standards and providing guidance. The panel outlines how resources such as the Safe Steps framework, consumer duty support, and member directories can help advisers both build knowledge and connect with qualified professionals across the market.
The conversation also highlights the value of collaboration within the later-life lending ecosystem. With advisers, lenders, solicitors and industry bodies working closely together, there is a strong culture of shared knowledge and continuous improvement. This is reflected in initiatives such as guidance for non-specialist solicitors, designed to improve customer outcomes even beyond specialist firms.
Beyond industry bodies, the episode explores the practical support available from platforms and lenders. From sourcing tools and CRM systems to marketing toolkits and business development support, advisers have access to a wide range of resources to help them engage clients and grow their business.
The panel also emphasises the importance of building a professional network, attending industry events and learning from peers. For advisers new to the market, taking the first step, whether that is engaging with the Equity Release Council, connecting with a business development manager, or exploring platforms like AdviseWise, can open the door to ongoing support and development.
As later life lending continues to evolve, the message is clear. Education, collaboration and support are readily available, and advisers who engage with them will be better positioned to support their clients and identify new opportunities.
Listen to Episode 5 to discover how to access the tools, guidance and networks that can help you succeed in the later life lending market.
