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Later life lending is no longer a side discussion that sits outside mainstream advice. The needs, expectations and financial behaviour of older homeowners have already shifted, and regulation is now starting to follow that reality.

As later life lending moves into the norm, referral partnerships need to evolve with it; becoming clear, consistent, and embedded within client journeys rather than treated as a specialist add-on. Across this live webinar series, we’ll share practical frameworks to help you position your referral proposition with confidence, build strong handovers, and put the communication and feedback loops in place that keep everyone protected and informed.

There are sessions tailored for both advisers and firm principals, so whether you’re focused on day-to-day client conversations or building a scalable referral model across your firm, you’ll leave with clear, actionable takeaways.

Spaces are limited, with two dates available for each session. Register below to secure your place and start making more of your referral partnerships.

Niche to Norm: Later life lending referrals made simple and safe

For advisers

Later life lending is a growing client need, but it’s still treated as “niche” by many advisers. This webinar shows how to offer a clear specialist referral route that other advisers feel confident using. We’ll cover how to position the referral proposition, explain the value for their clients and their business, and run handovers and updates so everyone feels protected and informed.
Key benefits of attending:
  • Why later life lending is moving from niche to mainstream
  • How to position confident, trusted referral routes
  • Build repeatable referrals with clear standards and feedback
Register your interest

Niche to Norm: Build a scalable later life lending referral proposition

For firm principals

Later life lending is a growing opportunity, but it’s still treated as “niche” in many firms. This webinar shows how to build a referral proposition other advisers will trust and your firm can scale. We’ll cover positioning, introducer targeting, service standards and handovers, plus the communication and feedback loops that create consistent referral flow and support commercial growth.
Key benefits of attending:
  • Why now is the moment to scale later life lending
  • Position your firm as the trusted referral specialist
  • Build predictable introducer flow with commercial frameworks
Register your interest

Book a call with one of our experts


Book a call with a member of our support team using our easy online form to find out more about these sessions or more2life's growth toolkit.

Book now

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