• Paul Glynn: Innovation, high LTV solutions & faster decisions
    Jan 7 2026

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    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 relationships.

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    20 Min.
  • Deborah Reeves: Long term fixed rates, without the silos
    Jan 6 2026

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    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.

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    15 Min.
  • RIO & Retirement Borrowing: Sustainable, Affordable Later-Life Lending in a Changing Market
    Dec 23 2025

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    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.

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    28 Min.
  • IHT, Intergenerational Wealth & Enhanced Later-Life Lending: Aligning with the FCA’s Mortgage Market of Tomorrow
    Dec 17 2025

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    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.

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    29 Min.
  • Modernising Later-Life Client Support: Estate Planning and Legal Advice After the Budget
    Dec 15 2025

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    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.

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    34 Min.
  • Planning for 2026: Business Model Optimisation, Wealth Integration & Client Outcomes
    Dec 12 2025

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    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.

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    32 Min.
  • Lisa Edgar: Unlocking the Over-50s Market
    Nov 21 2025

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    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.

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    19 Min.
  • Peter Maddern: Unlocking property wealth with flexibility
    Nov 21 2025

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    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.

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    17 Min.