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.
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.
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.