TRM to host later life lending roadshow

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The Right Mortgage & Protection Network will host a later life lending roadshow in May aimed at helping advisers build confidence and capability in the sector.

The full-day event will take place on 6 May at Nuthurst Grange in Solihull, bringing together advisers, lenders and legal partners for a programme focused on practical learning and market insight.

Designed for advisers at all experience levels, the workshop will centre on identifying opportunities in the later life lending market and improving conversion of client conversations into business.

The format will combine presentations with roundtable sessions and networking, with a focus on strengthening advisers’ propositions in a growing but complex segment.

MARKET OVERVIEW

The agenda includes a 2026 market overview from Victoria Clark, head of lending at The Right Mortgage & Protection Network, and Ben Allen, managing director at The Right Mortgage & Protection Network.

Planning sessions for the remainder of the year will be led by Sam Clark, sales director at The Right Advice, alongside roundtables with lenders and partners including Aviva, Legal & General Home Finance, LV=, more2life, Pure Retirement, Royal London and Tipton & Coseley Building Society, as well as Equilaw and Gilroy Steel Solicitors.

A dedicated presentation from Just Retirement and scheduled networking sessions will also form part of the day.

BIG OPPORTUNITY
Victoria Clark, Head of Lending at TRM
Victoria Clark, TRM

Victoria Clark said: “We believe the provision of advice to later life borrowers represents a significant opportunity for firms but it is also an area that requires real understanding, care and confidence to get right.

“This workshop is therefore designed to support advisers at every stage, whether they are already active, looking to build their knowledge, or considering how this fits within a wider advice model.

“By bringing together lenders, legal specialists and advisers in one room, we want to create an environment where people can ask questions, share experiences and have honest conversations about what is working and where the challenges still sit. That mix of expert insight and peer discussion is key to helping advisers move forward with greater clarity.”

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