Edinburgh Equity Release / Later Life Event

For those working within or alongside the Later Life/Equity Release industry, this special event features speakers from:

Boyd Legal

Equity Release Council

The London Institute of Banking & Finance

more2life

Society of Later Life Advisers  

From noon there will be an opportunity to network with the speakers and fellow delegates over a light lunch.

Spaces are limited, so book your free place by contacting – [email protected]

Venue – Boyd Legal, 21 Queensferry Street, Edinburgh EH2 4RD.

Parking – the nearest NCP is at Castle Terrace, Edinburgh EH1 2EW and is a 5-minute walk.

Train – Haymarket is the closest train station and is a 10-minute walk.

 

Draft Agenda

10:00 – 10:20   Registration, coffee and networking

10:20 – 10:30   Welcome from Peter Boyd, Managing Director – Boyd Legal

10:30 – 10:50   Jim Boyd, CEO – Equity Release Council. Council and sector update

10:50 – 11:10   Catriona Smith, Independent Financial Adviser – Member of SOLLA. The benefits of being a SOLLA accredited adviser

11:10 – 11:30   Amanda Day, Business Development Manager – more2life. Evolving lender propositions and putting clients at the heart of a growing industry.

11:30 – 11:50   John Somerville, Relationship Director – Corporate & Professional Learning – The London Institute of Banking & Finance. Developing Education for the ER Professional.

11:50 – 12:10   Donna Bathgate, COO – Equity Release Council. New developments – standards and competencies

12:10 – 12:30   Speakers form panel for Q&A

12:30 – 13:30   Networking lunch

Edinburgh Event

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