Learning: Structured

How do we define the over 50's market and why is it so important to focus on it? In this Akademia learning unit, we discuss the shaping of an equity release proposition for the over 50's. To discuss the topic, we are joined by:

• Jane Mullan, National Field Sales Manager, Pure Retirement
• Rachel Pease, Head of Marketing, Pure Retirement
• Jane Finnerty, Joint Chair, SOLLA (Society of Later Life Advisers)

Learning outcomes:

• How to split the over fifties market into distinct life phases
• The changing customer need for equity release
• How advisers can upskill to serve the later life market