Simon Tranter, Grainger’s risk and compliance officer, will look at the MMR rules, their impact on equity release and focus on the suitability of advice.
Jeremy Davies, joint managing director of Symponia, will consider the long-term care marketplace and how equity release can play a part in funding client’s needs in this area.
Chris Prior, sales and distribution manager at Bridgewater, will discuss lead conversion and establishing a strong introducer network.
