Purely in Conversation - Later Life Lending with Pure Retirement

Pure Retirement

Join us and special guests as we delve into the world of equity release and discuss all things later life lending.

Episodes

  1. Aug 10

    Episode Eleven - Inside Underwriting: The Thinking Behind the Decision

    In this episode of Purely in Conversation, our host is joined by Gavin Hancock and Beth Lawson from Pure Retirement's underwriting department to lift the lid on what really happens behind the scenes of a case.  Gavin and Beth share the process and thinking behind the decision, the property types and documentation that most commonly cause delays, how complex cases are assessed, and where AI fits (and doesn't) into the future of underwriting.  A candid, practical conversation for any adviser wanting a clearer view of the underwriting process.  #PureRetirement #PurelyInConversation #LifetimeMortgage #EquityRelease #LaterLifeLending #RetirementPlanning #MortgageAdviser #FinancialAdviser #LaterLife #Podcast

  2. Jul 14

    Episode Ten - If It Isn't Written Down, It Didn't Happen

    In this episode of Purely in Conversation, our host Jane Mullan sits down with Phil Dockerill, Director at Equity Release Compliance, to unpack what good later life lending advice really looks like.  Phil shares why equity release should be treated as holistic financial planning rather than a product sale, how firms can prepare for regulatory scrutiny, where AI fits (and where it doesn't) in the advice process, and why the humble suitability report might be the most important document an adviser ever writes.  A masterclass in client-focused compliance from someone who lives and breathes it.  #PureRetirement #PurelyInConversation #LifetimeMortgage #EquityRelease #LaterLifeLending #RetirementPlanning #MortgageAdviser #FinancialAdviser #LaterLife #Podcast

  3. May 29

    Episode Nine - Don't Chase Money, Let Money Chase You

    In this episode of Purely in Conversation: Later Life Lending, host Gemma Brown is joined by Dawn Evans, Equity Release Specialist at Viva Retirement Solutions. With 25 years in financial services and five and a half years specialising exclusively in lifetime mortgages, Dawn has built a reputation for doing the hard work upfront and making every client feel genuinely safe in the process. Dawn opens up about how she builds trust and rapport with clients, how she handles sensitive conversations, what she's doing differently to almost never receive a decline, and why she believes your face, not your qualifications, is your most powerful marketing tool. She also shares her thoughts on the trends currently shaping the equity release market, how she educates introducers through LinkedIn, and what she'd tell her younger self if she could. #PureRetirement #PurelyInConversation #LifetimeMortgage #EquityRelease #LaterLifeLending #RetirementPlanning #MortgageAdviser #FinancialAdviser #LaterLife #Podcast

  4. Apr 23

    Episode Eight - On the Cusp of Going Mainstream

    In this episode, we're joined by Pure Retirement CEO Paul Carter for a wide-ranging conversation spanning nearly three decades in later life lending. Paul shares his reflections on the evolution of the market, why he believes it's set to explode, and what advisers need to do now to be ready. He also discusses his transition to Chair, Pure's culture and values, and the resilience it takes to thrive in this industry. #PureRetirement #PurelyInConversation #LifetimeMortgage #EquityRelease #LaterLifeLending #RetirementPlanning #MortgageAdviser #FinancialAdviser #Podcast

  5. Mar 27

    Episode Seven - Building Trust with Clients and Delivering Value

    Join us for Episode Seven of Purely in Conversation as we sit down with Martyn Lewis, founder of Martyn Lewis Equity Release and a seasoned expert with over 40 years in financial services. With a decade spent at the Financial Conduct Authority, Martyn brings a rare depth of insight into what truly good client advice looks like, especially in the later life lending space. In this episode, Martyn shares: - How he builds trust with clients exploring equity release - The tools and techniques he uses to explain complex financial products - Common misconceptions around lifetime mortgages and how he helps clients navigate them - What clients don’t ask, but really should, when considering equity release - His advice for new advisers entering the later life lending market If you work in later life lending, financial advice, or simply want to deepen your understanding of the opportunities within equity release, this is an episode packed with practical insight and real‑world experience. Watch now to learn how to deliver more value, build stronger client relationships, and support better outcomes in later life planning. #equityrelease #laterlifelending #lifetimemortgages #financialadvisers #financialplanning #retirementplanning #pureretirement #purelyinconversation #FCA #innovation #financialservices #clientadvice #financialfreedom

  6. Mar 6

    Episode Six - The Importance of Taking a Holistic Approach to Later Life Lending

    In this episode of Purely in Conversation, we speak with Sarah Ferrell, Equity Release and Mortgage Adviser at Ferrell Finance, who brings over a decade of lifetime mortgage expertise. Sarah discusses how a holistic approach can transform client conversations, why rising interest rates make advice more critical than ever, and how lifetime mortgages are becoming a proactive part of long‑term financial planning. Perfect for advisers looking to deepen their understanding of the later life lending market and hear real‑world insight from an experienced specialist. #PurelyInConversation #PureRetirement #LaterLifeLending #LifetimeMortgages #EquityRelease #FinancialAdvice #HolisticAdvic #AdviserCommunity #MortgageAdvisers #LaterLifeFinance #ConsumerDuty #MarketInsights #InterestRates #ClientConversations #FinancialPlanning #MortgageMarket #IndustryInsights #AdviserPerspective #PodcastEpisode #PodcastUK #IndustryPodcast #FinancialServicesPodcast

  7. Jan 27

    Episode Five - Shaping an Inclusive Future for Equity Release

    In this episode of Purely in Conversation, we spoke with Lauren Peel, Senior Partner at Inclusive Outcomes, about how firms can better understand and support customers in vulnerable circumstances. Lauren shares insights into the importance of inclusive design and the growing awareness of diverse customer needs. Listen to the episode to learn more about: - Understanding vulnerability goes beyond age or illness - Firms are recognising the need to adapt products and services proactively rather than retrospectively - Workshops and practical vulnerability strategies support firms in improving customer journeys #lifetimemortgage #equityrelease #laterlifelending #financialplanning #retirementplanning #knowledgesharing #marketingresources #inclusivity #vulnerable #circumstances #customers

  8. 11/20/2025

    Episode Four - Insights from the Surveying Specialists

    In the fourth episode of Purely in Conversation we went behind the scenes with Andrew Peters, Director of Technical Services at Countrywide Surveying Services and Lucy Bourn, Technical Surveying Manager at e.surv Chartered Surveyors, to delve into current topics in the world of surveying, including: - Expert insights on lifetime mortgage valuations - The future of AI in surveying and what it means for advisers and clients - How the demand for lifetime mortgages has evolved over the last 5 years and the regional variations shaping today's market #lifetimemortgage #equityrelease #laterlifelending #financialplanning #retirementplanning #knowledgesharing #marketingresources #AI #surveying

  9. 09/09/2025

    Episode Three - Mystery Shopping with the Equity Release Council

    In this episode of Purely in Conversation, we were joined on the sofa by Kelly Melville-Kelly, Director of Risk, Policy and Compliance at the Equity Release Council, where we discussed the later life lending sector's current pressing topics including: - The findings and surprises from the ERC's mystery shop of adviser firms - Tips for new and established equity release advisers - Latest news and updates from the Council, including new member forums, white papers and what to expect at the upcoming November summit. #lifetimemortgage #equityrelease #laterlifelending #financialplanning #retirementplanning #knowledgesharing #marketingresources

  10. 07/08/2025

    Episode Two - Our Guest's Journey to Success

    In the second episode of Purely in Conversation, Later Life Lending with Pure Retirement, we sit down with Kelly Worthington, Director at Later Life Freedom. Kelly shares her journey through the later life lending sector, revealing the marketing strategies that have shaped her success, and offers a glimpse into her vision for the future. #lifetimemortgage #equityrelease #laterlifelending #financialplanning #retirementplanning #marketingtips

  11. 05/05/2025

    Episode One - Award Winning Guests

    Join us for our first ever podcast episode - Purely in Conversation, Later Life Lending with Pure Retirement, where we're joined by special guests Sara Robinson from Equity Release Associates and Matthew Taylor from Equilaw.  We'll be discussing their 2025 award wins, top tips for entering industry awards and delving into their experiences in the later life market. #lifetimemortgage #equityrelease #laterlifelending #financialplanning #retirementplanning

  • 11 Episodes

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Join us and special guests as we delve into the world of equity release and discuss all things later life lending.

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