Setting the Foundations workshops

After qualifying, it can feel daunting taking the leap into advising lifetime mortgages. We want to help you in making this transition as simple and easy as possible.

By attending this workshop attendees will learn:

  1. Understand factors affecting later life lending and market trends
  2. Identify how to secure clients and create opportunities in this sector
  3. Describe the key considerations involved in a thorough and quality advice journey
  4. Outline the importance and purpose of various third parties in the customer process

Delegates participating in this workshop can claim up to four CPD hours toward the CII/Personal Finance Society member CPD scheme.

Register below to secure your place.

Date Location Register your interest
6 March 2025 Online Email us
5 June 2025 Legal & General, City Park, The Droveway, Brighton and Hove, Hove BN3 7PY Email us
11 September 2025 Online Email us
4 December 2025 Legal & General, Chadwick House, Warwick Rd, Solihull B91 2AA Email us

Location: Online via Microsoft Teams or in one of our offices.

Times: 09.15 – 13:15

Date: Various throughout the year

Can't find a date you can attend?

Our dedicated sales team specialise in helping you find new opportunities in the later life mortgages market.

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