ERS new logo_2024 (002)


15 November 2023

Equity Release Adviser Summit 2023

Equity Release Adviser Summit 2023

Equity Release Council launched the adviser summit back in November 2023

The inaugural Adviser Summit took place on November 15, 2023, in the Midland Hotel, Manchester, supported by headline sponsor Aviva.  

The summit attracted over 150 advisers, 4 plenary sessions, 4 breakout sessions including round table discussions.

Highlights included:

The Financial Ombudsman Service’s Simon Pugh took a deep dive into complaints and how to improve customer outcomes. 
In addition to the deep dive, he gave advisers quick tips on how to avoid complaints, in a session facilitated by the Council’s risk, policy and compliance manager Sue Read.  

Mark Burns, Head of Department for Cross-Market Intervention at the Financial Conduct Authority, talked through some findings from the FCA’s recent Lifetime Mortgage Advice Review, and the sector’s readiness for the Consumer Duty.

Keynote speaker Carl Honoré, an award-winning writer, broadcaster and two-time TED speaker.


2023 Adviser Summit highlights

  • Vibrant exhibition representing key stakeholders in the equity release sector
  • Core plenary sessions focusing on key issues relating to equity release advice
  • Industry breakouts designed to enhance knowledge
  • Connect, network and learn
  • 250 attendees

Please watch our promotional video from the 2023 summit.

Take a look at some of the highlights from the Equity Release Adviser Summit that took place in November 2023.

Keynote Address 
from Carl Honoré, Award-winning writer, broadcaster and two-time TED speaker

Practical tips from the Financial Ombudsman Service
From Simon Pugh, Ombudsman Manager, FOS

2023 Adviser Summit Photos