Master Later Life Lending - By Air
The "Master Later Life Lending" podcast is designed specifically for equity release specialists and mainstream mortgage advisors who serve clients over the age of 50. Hosted by industry veteran Paul Glynn, our mission is to equip you with the knowledge and tools needed to excel in the dynamic world of later life lending.
Each episode features in-depth discussions with leading experts, focusing on the unique financial needs of older borrowers. We tackle key issues such as dispelling myths around equity release, exploring the latest product innovations, and understanding the regulatory changes that impact your practice.
Our goal is to empower you to provide the best advice and solutions to your clients, whether they are traditional equity release customers or emerging younger later life borrowers. By staying ahead of market trends and enhancing your expertise, you can build trust with your clients and grow your advisory practice.
Join us on this journey to mastering later life lending, and ensure you’re equipped to meet the evolving needs of your clients. Subscribe now to stay informed, inspired, and ahead in this crucial segment of financial services.
Episodes
36 episodes
Longer Lives, Better Advice, Stronger Growth
This practical session explores how increasing longevity is reshaping later life planning and what this means for advisers looking to support evolving client needs. Hosted by Lyndsey Charnock, with adviser perspectives from Paul Saroya (V...
The Power of Questions in Unlocking Growth
Sustainable growth begins with asking better questions. By uncovering deeper client needs and ambitions, we can create stronger, more meaningful outcomes. This session explores how more effective questioning can unlock new growth opportunities,...
From niche to norm: growing your referral opportunities
This session brings together practical, real-world perspectives on how later life lending advisers can build stronger referral pathways as the market moves further into mainstream advice. With expert insight from Paul Glynn (more2life), R...
The Home Belongs in the Plan Property Wealth Legacy and the IHT Opportunity - Fireside EP2
In this special episode, Will Hale is joined by Roland Whyte, from Nokkel to unpack the thinking behind The Home Belongs in the Plan and explore why intergenerational wealth transfer is becoming a major opportunity for later life advisers. The ...
The next chapter of mortgage advice: Collaboration, referrals and better later life outcomes - Fireside EP 1
In this episode, Will Hale is joined by Steph Charman and Charlotte Allen to explore what the future of the later life lending market could look like, and what needs to change for it to become a more natural part of wider mortgage and fin...
Georgina Oxton: Shaping the future of later life lending
In this Comprehensive conversation, our CEO Will Hale sits down with Georgina Oxton, Divisional Manager for Equity Release at LV=, this episode explores how LV= is broadening its proposition, supporting customers beyond completion, and eq...
.png)
Paul Glynn: Innovation, high LTV solutions & faster decisions
In this Comprehensive conversation, our CEO Will Hale sits down with Paul Glynn, Managing Director of Sales & Marketing at more2life, this episode explores how product flexibility, enhanced overpayment options, and data-driven innovation ar...
.png)
Deborah Reeves: Long term fixed rates, without the silos
In this Comprehensive conversation, our CEO Will Hale sits down with Deborah Reeves, National Account Manager at Perenna, this episode explores how collaborative advice can successfully integrate later life lending with next generation homeowne...
RIO & Retirement Borrowing: Sustainable, Affordable Later-Life Lending in a Changing Market
In our fourth episode of the season, hear from Paul Roberts, Senior Account Director at Family Building Society, as he shares how advisers can build more sustainable retirement borrowing strategies by joining up standard later life mortgages, R...
IHT, Intergenerational Wealth & Enhanced Later-Life Lending: Aligning with the FCA’s Mortgage Market of Tomorrow
In our third episode of the season, Will Hale introduces Nick Birdseye (Strategic Partner Development Director, Retirement Lending at Legal & General) as he explores how advisers can join up property, pensions and investments in a way that ...
Modernising Later-Life Client Support: Estate Planning and Legal Advice After the Budget
In our second episode of this latest podcast season, Will Hale welcomes Matthew Taylor, Business Development Director at Equilaw and Andrew Parkinson, Director of Air Estate Planning as they explore how advice and business partners can work tog...
Planning for 2026: Business Model Optimisation, Wealth Integration & Client Outcomes
Our CEO Will Hale sits down with Paul Glynn, Managing Director of B2B Marketing & Distribution at more2life, and Alan Ritchie, CEO at Royal London Equity Release. They explore how to build 2026 ready business models, use wealth triggers to ...
Lisa Edgar: Unlocking the Over-50s Market
In this Comprehensive conversation, our CEO Will Hale sits down with Lisa Edgar, Founder and CEO of The Big Window, this episode explores how customer motivations are changing, highlights the emotional and lifestyle goals driving financial deci...
.png)
Peter Maddern: Unlocking property wealth with flexibility
In this Comprehensive conversation, our CEO Will Hale sits down with Peter Maddern, Director of Mortgage Sales at Canada Life, this episode explores how a human-led approach is transforming later life lending, highlights the role of flexibility...
Alan Ritchie: Growing the later life lending market
In this Comprehensive conversation, our CEO Will Hale sits down with Alan Ritchie, CEO of Royal London Equity Release, this episode explores how Royal London’s mutual status supports a customer-first approach, showcases the benefits of trust, a...
.png)
Lyndsey Charnock: Property, pensions & holistic retirement planning
In this Comprehensive conversation, our CEO Will Hale sits down with Lyndsey Charnock, National Sales Manager at Canada Life, this episode explores how property and pension strategies can work together to enhance client outcomes, strengthen int...
Darren Arulvasagam: Busting myths & unlocking property wealth
In this Comprehensive conversation, our CEO Will Hale sits down with Darren Arulvasagam, Strategic Account Manager at Legal & General, this episode explores how education, transparency, and client safeguards are changing perceptions of late...
Jonathan McCaffrey: Generation X, property wealth & joined-up advice
In this Comprehensive conversation, our CEO Will Hale sits down with Jonathan McCaffrey, Specialist Account Director at Just, this episode explores how Generation X is reshaping retirement planning, highlights the role of property wealth in cre...
.png)
AI, Automation & Advice: Can Smarter Technology Really Elevate Your Business?
In this tech-focused episode of Master Later Life Lending, host Will Hale is joined by Ray McCarthy (Air), Shane Chawatama (Knowledge Bank), and Andy Longhurst (Lead Tech) to explore one of the most pressing questions facing advisers t...
Breaking Barriers: How Lenders and Advisers Can Shape the Future of Borrowing in Retirement
In this episode of Master Later Life Lending, host Will Hale sits down with Paul Broadhead and Charles Roe from UK Finance, and Victoria Clark from TRMN to tackle one of the biggest questions in the evolving mortgage landscape: How can...
Education vs. Experience: What Really Drives Growth?
In this episode of Master Later Life Lending, host Will Hale is joined by industry leaders Paul Saroya (Viva Retirement), Jon Sommerville (LIBF), Dan Holden (Air), and Sue Reed (ERC) to explore the real value of adviser education: is i...
Shaping the Future: How Lenders Are Empowering Advisers
In this episode of Master Later Life Lending, host Will Hale is joined by Nick Birdseye (L&G), Dave Harris (more2life), and Lyndsey Charnock (Canada Life) to explore how lenders are supporting advisers with innovative products, bet...
Adapting to Change: Navigating the New Landscape
In this episode of Master Later Life Lending, host Will Hale speaks with Nathan Waller (Family Building Society) and Ashley Edwards (Just Mortgages) about how advisers, firms, and networks are responding to rapid changes in the later l...
Beyond Traditional Mortgages: Smarter Lending Strategies for Over-50s Clients
In this episode of Master Later Life Lending, host Will is joined by industry experts Stephanie Charman (AMI), Kate Davies (IMLA), and Kelly Melville Kelly (ERC) to explore how financial advisers can offer truly holistic advice to over...
Season 3 of Master Later Life Lending is almost here.
Will Hale introduces Season 3 of Master Later Life Lending, a podcast dedicated to helping mortgage advisors and equity release specialists navigate the evolving world of later life lending. Later life lending is rapidly becoming an integral pa...