Master Later Life Lending - By Air

Send us your feedback! In this Comprehensive conversation, our CEO Will Hale sits down with  Georgina Oxton, Divisional Manager for Equity Release at LV=, this episode explores how LV= is broadening its proposition, supporting customers beyond completion, and equipping advisers with the tools to deliver lasting value and build long-term client relationships. View our manifesto . Follow us on Linke...

Send us your feedback! In this Comprehensive conversation, our CEO Will Hale sits down with Paul Glynn, Managing Director of Sales & Marketing at more2life, this episode explores how product flexibility, enhanced overpayment options, and data-driven innovation are transforming later life lending, helping advisers deliver better outcomes, strengthen efficiency, and build stronger client relatio...

Send us your feedback! In this Comprehensive conversation, our CEO Will Hale sits down with Deborah Reeves, National Account Manager at Perenna, this episode explores how collaborative advice can successfully integrate later life lending with next generation homeownership, helping advisers bridge client needs across generations and deliver stronger, more connected outcomes. View our manifesto . Fo...

Send us your feedback! In our fourth episode of the season, hear from Paul Roberts, Senior Account Director at Family Building Society, as he shares how advisers can build more sustainable retirement borrowing strategies by joining up standard later life mortgages, RIOs and equity release. View our manifesto . Follow us on Linkedin . 

Send us your feedback! In our third episode of the season, Will Hale introduces Nick Birdseye (Strategic Partner Development Director, Retirement Lending at Legal & General) as he explores how advisers can join up property, pensions and investments in a way that meets today’s regulatory expectations. View our manifesto . Follow us on Linkedin . 

Send us your feedback! In our second episode of this latest podcast season, Will Hale welcomes Matthew Taylor, Business Development Director at Equilaw and Andrew Parkinson, Director of Air Estate Planning as they explore how advice and business partners can work together to modernise later life support. View our manifesto . Follow us on Linkedin . 

Send us your feedback! Our CEO Will Hale sits down with Paul Glynn, Managing Director of B2B Marketing & Distribution at more2life, and Alan Ritchie, CEO at Royal London Equity Release. They explore how to build 2026 ready business models, use wealth triggers to start better later life conversations, and tap into tactical support from lender and provider BDMs.  View our manifesto . Follow us o...

Send us your feedback! In this Comprehensive conversation, our CEO Will Hale sits down with Jonathan McCaffrey, Specialist Account Director at Just, this episode explores how Generation X is reshaping retirement planning, highlights the role of property wealth in creating financial confidence, and shows how advisers can provide holistic, life-centred advice. View our manifesto . Follow us on Linke...

Send us your feedback! In this Comprehensive conversation, our CEO Will Hale sits down with Darren Arulvasagam, Strategic Account Manager at Legal & General, this episode explores how education, transparency, and client safeguards are changing perceptions of later life lending, empowering advisers to integrate property wealth confidently into wider financial planning. View our manifesto . Foll...

Send us your feedback! In this Comprehensive conversation, our CEO Will Hale sits down with Lyndsey Charnock, National Sales Manager at Canada Life, this episode explores how property and pension strategies can work together to enhance client outcomes, strengthen intergenerational planning, and support advisers in delivering confident, future-focused advice that builds long-term value. View our ma...

Send us your feedback! In this Comprehensive conversation, our CEO Will Hale sits down with Alan Ritchie, CEO of Royal London Equity Release, this episode explores how Royal London’s mutual status supports a customer-first approach, showcases the benefits of trust, and helps advisers capitalise on demand across an expanding later life lending market. View our manifesto . Follow us on Linkedin . 

Send us your feedback! In this Comprehensive conversation, our CEO Will Hale sits down with Peter Maddern, Director of Mortgage Sales at Canada Life, this episode explores how a human-led approach is transforming later life lending, highlights the role of flexibility in underwriting, and demonstrates how advisers can unlock new opportunities for clients. View our manifesto . Follow us on Linkedin...

Send us your feedback! In this Comprehensive conversation, our CEO Will Hale sits down with Lisa Edgar, Founder and CEO of The Big Window, this episode explores how customer motivations are changing, highlights the emotional and lifestyle goals driving financial decisions, and shows how advisers can connect advice to help clients live fuller, longer lives. View our manifesto . Follow us on Linkedi...

Send us your feedback! In this tech-focused episode of Master Later Life Lending , host Will Hale is joined by Ray McCarthy (Air), Shane Chawatama (Knowledge Bank), and Andy Longhurst (Lead Tech) to explore one of the most pressing questions facing advisers today: Can smarter technology actually help deliver better client outcomes, or is it just more noise in an already busy market? We unpack the...

Send us your feedback! In this episode of Master Later Life Lending , host Will Hale sits down with Paul Broadhead and Charles Roe from UK Finance, and Victoria Clark from TRMN to tackle one of the biggest questions in the evolving mortgage landscape: How can lenders and advisers collaborate to better serve older borrowers? Together, they explore the need for a more integrated approach across the...

Send us your feedback! In this episode of Master Later Life Lending , host Will Hale is joined by industry leaders Paul Saroya (Viva Retirement), Jon Sommerville (LIBF), Dan Holden (Air), and Sue Reed (ERC) to explore the real value of adviser education: is it the key to unlocking business growth, or just another regulatory checkbox? Together, they unpack the practical impact of ongoing learning,...

Send us your feedback! In this episode of Master Later Life Lending , host Will Hale is joined by Nick Birdseye (L&G), Dave Harris (more2life), and Lyndsey Charnock (Canada Life) to explore how lenders are supporting advisers with innovative products, better tools, and customer-focused strategies. From the impact of Consumer Duty and evolving client needs to standout product innovations and te...

Send us your feedback! In this episode of Master Later Life Lending , host Will Hale speaks with Nathan Waller (Family Building Society) and Ashley Edwards (Just Mortgages) about how advisers, firms, and networks are responding to rapid changes in the later life lending market. They discuss evolving client needs, navigating Consumer Duty regulations, generating new business, and how to adopt techn...

Send us your feedback! In this episode of Master Later Life Lending , host Will is joined by industry experts Stephanie Charman (AMI), Kate Davies (IMLA), and Kelly Melville Kelly (ERC) to explore how financial advisers can offer truly holistic advice to over-50s clients.  Together, they unpack key topics including evolving regulations like Consumer Duty, the broadening range of borrowing options,...

Send us your feedback! Will Hale introduces Season 3 of Master Later Life Lending, a podcast dedicated to helping mortgage advisors and equity release specialists navigate the evolving world of later life lending. Later life lending is rapidly becoming an integral part of financial planning for over 50s customers, with many clients carrying mortgage debt into retirement or looking to unlock wealth...

Send us your feedback! Unlock the secrets to thriving in the later life lending market with our expert guests, Liz Wilkie from Primus Mortgage Network and Graham Bradley from the Money Group. Gain actionable insights on how personalized advice can transform your approach to client care, particularly when it comes to affordability, health, and vulnerability. Explore the latest product innovations a...

Send us your feedback! Unlock the secrets of the later life lending market as we bring you insights from industry leaders Will Hale of Key Group and Martin Reynolds of Simply Biz Mortgages. This episode promises to equip you with the knowledge to navigate the crucial decision of advising clients directly or referring them. Explore the commercial dynamics of direct authorization versus joining a ne...

Send us your feedback! Discover how technology is revolutionising the later life lending landscape with financial services veteran Dave Miller from Fintel. Gain insights into how digital tools are not just enhancing client meetings and document management, but are also offering older customers more flexible, efficient services tailored to their needs. Learn about the growing interest in equity rel...

Send us your feedback! Unlock the keys to mastering later life lending in our episode featuring insights from Kelly Melville-Kelly of the Equity Release Council and Ollie Jones from Deloitte. Learn how the latest consumer duty regulations are reshaping the advisory landscape, making it imperative for financial advisors to adapt and thrive. With Kelly's expertise, explore groundbreaking initia...

Send us your feedback! Discover the untapped potential of later life lending in a world of rising interest rates and economic challenges. Join us as we promise to unravel the complexities of this evolving market landscape with insights from industry leaders Mike Batty from Legal & General and Alistair McQueen from Aviva. We tackle the critical question of how to navigate an aging society'...