PROGRAMME

Equity Release Summit 2022 Programme

Keynote addresses by senior politicians and sector leaders, the exciting programme featured core plenary sessions focusing on broad issues of interest to members and the wider sector.

Equity Release Summit 2022 Programme (please note this may be subject to change)

09:00 - 09:35 Registration, Refreshments, Exhibition & Networking
09:40 - 10:00 Welcome
David Burrowes, Chairman, Equity Release Council
Bernie Hickman, CEO, Legal & General Retail
10:05-10:40 Green Equity Release

· The green deal – the role of housing wealth and equity release
· Retrofitting our ageing housing stock
· Potential for equity release innovation

Chair: David Burrowes, Equity Release Council

Emma Harvey, Programme Director, Green Finance Institute
Steve Norris, Chairman, Soho Estate Limited
Benet Northcote, co-founder of Intentio Finance

Case Study provided by Legal & General
10:45-11:15

11:15-11:30
Industry Session Breakouts
followed by
Coffee Break & Exhibition
Industry Session Breakout

Build your Equity Release Brand

Rachel Pease, Head of Marketing, Pure Retirement

Sponsored by: Pure Retirement
Industry Session Breakout

Later Life Lending - Health and Wealth

Martin Lines, Development and Events Director, JUST

Sponsored by: JUST
11:30 - 12:20 Intergenerational Gifting

· Value and importance of intergenerational gifting
· Impact and stimulus of equity release in the real economy
· Why wealth management increasingly relevant

Chair: Liz Barclay, UK Small Business Commissioner

Rt Hon Damian Green, MP, Chair All party political group on Longevity
John Godfrey, Corporate Affairs Director, Legal & General
David Forsdyke, Head of Later Life Finance, Knight Frank Finance
12:20 - 12:50 Industry Session Breakout

A Smarter Approach to Property Wealth

Dave Stratton, Distribution Director, Later Life Mortgages, Legal & General

Sponsored by: Legal & General
12:50 - 14:20 Lunch & Exhibition
14:25-14:55

Industry Session Breakouts Industry Session Breakout

Uncovering your clients' long-term thinking

Alice Watson, Head of Marketing, Insurance, Canada Life

Sponsored by: Canada Life
Industry Session Breakout

'The Lightbulb Moment'

Kay Westgarth, Head of Sales, Standard Life Home Financer

Sponsored by: Standard Life Home Finance
15:00 - 15:50 Future of Equity Release

· Technical and digital challenges
· Reputation, standards and qualifications
· Broader conversations and other financial planning routes

Chair: Jim Boyd, Equity Release Council

Craig Brown, CEO, Legal & General Home Finance
James Daley, Managing Director, Fairer Finance
Chris Pond, Chair Standards Board, Equity Release Council
John Somerville, Head of Financial Services, Corporate & Professional Learning at The London Institute of Banking & Finance
15:55 - 16:25 Industry Session Breakout

The undiscovered benefits of Data Enrichment in the Equity Release sector

Kevin Gaut, Chief Technology Officer, finova

Sponsored by: finova
Industry Session Breakout

Reframing equity release for the post-pandemic consumer

Sarah Christie, Senior Director at Truth Consulting, part of Instinctif Partners

Sponsored by: Instinctif
16:30 - 16:45 Close & Summary Equity Release Council
16:45 - 17:45 Networking Drinks Reception
Sponsored by UKGlobal