Episode Ten - If It Isn't Written Down, It Didn't Happen

Episode Ten - If It Isn't Written Down, It Didn't Happen

In this episode of Purely in Conversation, our host Jane Mullan sits down with Phil Dockerill, Director at Equity Release Compliance, to unpack what good later life lending advice really looks like.  Phil shares why equity release should be treated as holistic financial planning rather than a product sale, how firms can prepare for regulatory scrutiny, where AI fits (and where it doesn't) in the advice process, and why the humble suitability report might be the most important document an adviser ever writes.  A masterclass in client-focused compliance from someone who lives and breathes it.  #PureRetirement #PurelyInConversation #LifetimeMortgage #EquityRelease #LaterLifeLending #RetirementPlanning #MortgageAdviser #FinancialAdviser #LaterLife #Podcast

Episode Nine - Don't Chase Money, Let Money Chase You

In this episode of Purely in Conversation: Later Life Lending, host Gemma Brown is joined by Dawn Evans, Equity Release Specialist at Viva Retirement Solutions. With 25 years in financial services and five and a half years specialising exclusively in lifetime mortgages, Dawn has built a reputation for doing the hard work upfront and making every client feel genuinely safe in the process. Dawn opens up about how she builds trust and rapport with clients, how she handles sensitive conversations, what she's doing differently to almost never receive a decline, and why she believes your face, not your qualifications, is your most powerful marketing tool. She also shares her thoughts on the trends currently shaping the equity release market, how she educates introducers through LinkedIn, and what she'd tell her younger self if she could. #PureRetirement #PurelyInConversation #LifetimeMortgage #EquityRelease #LaterLifeLending #RetirementPlanning #MortgageAdviser #FinancialAdviser #LaterLife #Podcast

Episode Eight - On the Cusp of Going Mainstream

In this episode, we're joined by Pure Retirement CEO Paul Carter for a wide-ranging conversation spanning nearly three decades in later life lending. Paul shares his reflections on the evolution of the market, why he believes it's set to explode, and what advisers need to do now to be ready. He also discusses his transition to Chair, Pure's culture and values, and the resilience it takes to thrive in this industry. #PureRetirement #PurelyInConversation #LifetimeMortgage #EquityRelease #LaterLifeLending #RetirementPlanning #MortgageAdviser #FinancialAdviser #Podcast

Episode Seven - Building Trust with Clients and Delivering Value

Join us for Episode Seven of Purely in Conversation as we sit down with Martyn Lewis, founder of Martyn Lewis Equity Release and a seasoned expert with over 40 years in financial services. With a decade spent at the Financial Conduct Authority, Martyn brings a rare depth of insight into what truly good client advice looks like, especially in the later life lending space. In this episode, Martyn shares: - How he builds trust with clients exploring equity release - The tools and techniques he uses to explain complex financial products - Common misconceptions around lifetime mortgages and how he helps clients navigate them - What clients don’t ask, but really should, when considering equity release - His advice for new advisers entering the later life lending market If you work in later life lending, financial advice, or simply want to deepen your understanding of the opportunities within equity release, this is an episode packed with practical insight and real‑world experience. Watch now to learn how to deliver more value, build stronger client relationships, and support better outcomes in later life planning. #equityrelease #laterlifelending #lifetimemortgages #financialadvisers #financialplanning #retirementplanning #pureretirement #purelyinconversation #FCA #innovation #financialservices #clientadvice #financialfreedom

Episode Six - The Importance of Taking a Holistic Approach to Later Life Lending

In this episode of Purely in Conversation, we speak with Sarah Ferrell, Equity Release and Mortgage Adviser at Ferrell Finance, who brings over a decade of lifetime mortgage expertise. Sarah discusses how a holistic approach can transform client conversations, why rising interest rates make advice more critical than ever, and how lifetime mortgages are becoming a proactive part of long‑term financial planning. Perfect for advisers looking to deepen their understanding of the later life lending market and hear real‑world insight from an experienced specialist. #PurelyInConversation #PureRetirement #LaterLifeLending #LifetimeMortgages #EquityRelease #FinancialAdvice #HolisticAdvic #AdviserCommunity #MortgageAdvisers #LaterLifeFinance #ConsumerDuty #MarketInsights #InterestRates #ClientConversations #FinancialPlanning #MortgageMarket #IndustryInsights #AdviserPerspective #PodcastEpisode #PodcastUK #IndustryPodcast #FinancialServicesPodcast