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Financial Services Expo

Later Life Lending Academy

Brought to you buy

10:15 - 10:35

MORE 2 LIFE RESEARCH INTO SPOTTING VULNERABLE CLIENTS

Stuart Wilson, Corporate Marketing Director at more 2 life, delves into research findings conducted by more 2 life and financial advisers into vulnerable clients & equity release.

  • Stuart Wilson
    more 2 life

12:00 - 12:20

VULNERABLE EQUITY RELEASE CLIENTS - A SOLICITOR'S PERSPECTIVE

Lucy Batten, Technical Solicitor at Equilaw, provides guidance on the more tricky legal issues that can crop up in equity release cases, specifically on the issues that vulnerable clients may present within the equity release process.

  • Lucy Batten
    Equilaw

1:15 - 1:35

DEFINING AND UNDERSTANDING CONSUMER VULNERABILITY

Tim Farmer, expert witness, founder and Managing Director of TSF Consultants, dubbed “The Guru of Mental Capacity” gives guidance on how to accurately assess client vulnerability.

  • Tim Farmer
    TSF Consultants

1:50 - 2:10

YOUR QUESTIONS ON VULNERABLE CLIENTS ANSWERED

Q&A with Stuart, Lucy & Tim

  • Stuart Wilson
    more 2 life
  • Tim Farmer
    TSF Consultants
  • Lucy Batten
    Equilaw