Purely in Conversation - Later Life Lending with Pure Retirement Fri, 29 May 2026 11:42:56 +0100 http://pureretirement.co.uk en-gb © 2026 Purely in Conversation - Later Life Lending with Pure Retirement yes b60996f7-5f97-5a45-866b-0e473d834a39 Pure Retirement episodic false Join us and special guests as we delve into the world of equity release and discuss all things later life lending.

]]> Buzzsprout (https://www.buzzsprout.com) equity release, later life lending, retirement, financial planning Pure Retirement https://storage.buzzsprout.com/rywh83zrh860xwar2xrvjs7t6knq?.jpg Purely in Conversation - Later Life Lending with Pure Retirement http://pureretirement.co.uk Episode Nine - Don't Chase Money, Let Money Chase You Episode Nine - Don't Chase Money, Let Money Chase You In this episode of Purely in Conversation: Later Life Lending, host Gemma Brown is joined by Dawn Evans, Equity Release Specialist at Viva Retirement Solutions.

With 25 years in financial services and five and a half years specialising exclusively in lifetime mortgages, Dawn has built a reputation for doing the hard work upfront and making every client feel genuinely safe in the process.

Dawn opens up about how she builds trust and rapport with clients, how she handles sensitive conversations, what she's doing differently to almost never receive a decline, and why she believes your face, not your qualifications, is your most powerful marketing tool.

She also shares her thoughts on the trends currently shaping the equity release market, how she educates introducers through LinkedIn, and what she'd tell her younger self if she could.

#PureRetirement #PurelyInConversation #LifetimeMortgage #EquityRelease #LaterLifeLending #RetirementPlanning #MortgageAdviser #FinancialAdviser #LaterLife #Podcast

]]> In this episode of Purely in Conversation: Later Life Lending, host Gemma Brown is joined by Dawn Evans, Equity Release Specialist at Viva Retirement Solutions.

With 25 years in financial services and five and a half years specialising exclusively in lifetime mortgages, Dawn has built a reputation for doing the hard work upfront and making every client feel genuinely safe in the process.

Dawn opens up about how she builds trust and rapport with clients, how she handles sensitive conversations, what she's doing differently to almost never receive a decline, and why she believes your face, not your qualifications, is your most powerful marketing tool.

She also shares her thoughts on the trends currently shaping the equity release market, how she educates introducers through LinkedIn, and what she'd tell her younger self if she could.

#PureRetirement #PurelyInConversation #LifetimeMortgage #EquityRelease #LaterLifeLending #RetirementPlanning #MortgageAdviser #FinancialAdviser #LaterLife #Podcast

]]> Pure Retirement Buzzsprout-19258101 Fri, 29 May 2026 08:00:00 +0100 1403 1 9 full false Episode Eight - On the Cusp of Going Mainstream Episode Eight - On the Cusp of Going Mainstream In this episode, we're joined by Pure Retirement CEO Paul Carter for a wide-ranging conversation spanning nearly three decades in later life lending. Paul shares his reflections on the evolution of the market, why he believes it's set to explode, and what advisers need to do now to be ready. He also discusses his transition to Chair, Pure's culture and values, and the resilience it takes to thrive in this industry.

#PureRetirement #PurelyInConversation #LifetimeMortgage #EquityRelease #LaterLifeLending #RetirementPlanning #MortgageAdviser #FinancialAdviser #Podcast

]]> In this episode, we're joined by Pure Retirement CEO Paul Carter for a wide-ranging conversation spanning nearly three decades in later life lending. Paul shares his reflections on the evolution of the market, why he believes it's set to explode, and what advisers need to do now to be ready. He also discusses his transition to Chair, Pure's culture and values, and the resilience it takes to thrive in this industry.

#PureRetirement #PurelyInConversation #LifetimeMortgage #EquityRelease #LaterLifeLending #RetirementPlanning #MortgageAdviser #FinancialAdviser #Podcast

]]> Pure Retirement Buzzsprout-19064285 Thu, 23 Apr 2026 09:00:00 +0100 1614 1 8 full false Episode Seven - Building Trust with Clients and Delivering Value Episode Seven - Building Trust with Clients and Delivering Value Join us for Episode Seven of Purely in Conversation as we sit down with Martyn Lewis, founder of Martyn Lewis Equity Release and a seasoned expert with over 40 years in financial services. With a decade spent at the Financial Conduct Authority, Martyn brings a rare depth of insight into what truly good client advice looks like, especially in the later life lending space.

In this episode, Martyn shares:
- How he builds trust with clients exploring equity release
- The tools and techniques he uses to explain complex financial products
- Common misconceptions around lifetime mortgages and how he helps clients navigate them
- What clients don’t ask, but really should, when considering equity release
- His advice for new advisers entering the later life lending market

If you work in later life lending, financial advice, or simply want to deepen your understanding of the opportunities within equity release, this is an episode packed with practical insight and real‑world experience.

Watch now to learn how to deliver more value, build stronger client relationships, and support better outcomes in later life planning.

#equityrelease #laterlifelending #lifetimemortgages #financialadvisers #financialplanning #retirementplanning #pureretirement #purelyinconversation #FCA #innovation #financialservices #clientadvice #financialfreedom

]]> Join us for Episode Seven of Purely in Conversation as we sit down with Martyn Lewis, founder of Martyn Lewis Equity Release and a seasoned expert with over 40 years in financial services. With a decade spent at the Financial Conduct Authority, Martyn brings a rare depth of insight into what truly good client advice looks like, especially in the later life lending space.

In this episode, Martyn shares:
- How he builds trust with clients exploring equity release
- The tools and techniques he uses to explain complex financial products
- Common misconceptions around lifetime mortgages and how he helps clients navigate them
- What clients don’t ask, but really should, when considering equity release
- His advice for new advisers entering the later life lending market

If you work in later life lending, financial advice, or simply want to deepen your understanding of the opportunities within equity release, this is an episode packed with practical insight and real‑world experience.

Watch now to learn how to deliver more value, build stronger client relationships, and support better outcomes in later life planning.

#equityrelease #laterlifelending #lifetimemortgages #financialadvisers #financialplanning #retirementplanning #pureretirement #purelyinconversation #FCA #innovation #financialservices #clientadvice #financialfreedom

]]> Pure Retirement Buzzsprout-18906572 Fri, 27 Mar 2026 06:00:00 +0000 1107 1 7 full false Episode Six - The Importance of Taking a Holistic Approach to Later Life Lending Episode Six - The Importance of Taking a Holistic Approach to Later Life Lending In this episode of Purely in Conversation, we speak with Sarah Ferrell, Equity Release and Mortgage Adviser at Ferrell Finance, who brings over a decade of lifetime mortgage expertise.

Sarah discusses how a holistic approach can transform client conversations, why rising interest rates make advice more critical than ever, and how lifetime mortgages are becoming a proactive part of long‑term financial planning.

Perfect for advisers looking to deepen their understanding of the later life lending market and hear real‑world insight from an experienced specialist.

#PurelyInConversation #PureRetirement #LaterLifeLending #LifetimeMortgages #EquityRelease #FinancialAdvice #HolisticAdvic #AdviserCommunity #MortgageAdvisers #LaterLifeFinance #ConsumerDuty #MarketInsights #InterestRates #ClientConversations #FinancialPlanning #MortgageMarket #IndustryInsights #AdviserPerspective #PodcastEpisode #PodcastUK #IndustryPodcast #FinancialServicesPodcast

]]> In this episode of Purely in Conversation, we speak with Sarah Ferrell, Equity Release and Mortgage Adviser at Ferrell Finance, who brings over a decade of lifetime mortgage expertise.

Sarah discusses how a holistic approach can transform client conversations, why rising interest rates make advice more critical than ever, and how lifetime mortgages are becoming a proactive part of long‑term financial planning.

Perfect for advisers looking to deepen their understanding of the later life lending market and hear real‑world insight from an experienced specialist.

#PurelyInConversation #PureRetirement #LaterLifeLending #LifetimeMortgages #EquityRelease #FinancialAdvice #HolisticAdvic #AdviserCommunity #MortgageAdvisers #LaterLifeFinance #ConsumerDuty #MarketInsights #InterestRates #ClientConversations #FinancialPlanning #MortgageMarket #IndustryInsights #AdviserPerspective #PodcastEpisode #PodcastUK #IndustryPodcast #FinancialServicesPodcast

]]> Pure Retirement Buzzsprout-18795754 Fri, 06 Mar 2026 07:00:00 +0000 976 1 6 full false Episode Five - Shaping an Inclusive Future for Equity Release Episode Five - Shaping an Inclusive Future for Equity Release In this episode of Purely in Conversation, we spoke with Lauren Peel, Senior Partner at Inclusive Outcomes, about how firms can better understand and support customers in vulnerable circumstances. Lauren shares insights into the importance of inclusive design and the growing awareness of diverse customer needs. Listen to the episode to learn more about:

- Understanding vulnerability goes beyond age or illness

- Firms are recognising the need to adapt products and services proactively rather than retrospectively

- Workshops and practical vulnerability strategies support firms in improving customer journeys

#lifetimemortgage #equityrelease #laterlifelending #financialplanning #retirementplanning #knowledgesharing #marketingresources #inclusivity #vulnerable #circumstances #customers

]]> In this episode of Purely in Conversation, we spoke with Lauren Peel, Senior Partner at Inclusive Outcomes, about how firms can better understand and support customers in vulnerable circumstances. Lauren shares insights into the importance of inclusive design and the growing awareness of diverse customer needs. Listen to the episode to learn more about:

- Understanding vulnerability goes beyond age or illness

- Firms are recognising the need to adapt products and services proactively rather than retrospectively

- Workshops and practical vulnerability strategies support firms in improving customer journeys

#lifetimemortgage #equityrelease #laterlifelending #financialplanning #retirementplanning #knowledgesharing #marketingresources #inclusivity #vulnerable #circumstances #customers

]]> Pure Retirement Buzzsprout-18576677 Tue, 27 Jan 2026 09:00:00 +0000 1672 1 5 full false Episode Four - Insights from the Surveying Specialists Episode Four - Insights from the Surveying Specialists In the fourth episode of Purely in Conversation we went behind the scenes with Andrew Peters, Director of Technical Services at Countrywide Surveying Services and Lucy Bourn, Technical Surveying Manager at e.surv Chartered Surveyors, to delve into current topics in the world of surveying, including:

- Expert insights on lifetime mortgage valuations

- The future of AI in surveying and what it means for advisers and clients

- How the demand for lifetime mortgages has evolved over the last 5 years and the regional variations shaping today's market


#lifetimemortgage #equityrelease #laterlifelending #financialplanning #retirementplanning #knowledgesharing #marketingresources #AI #surveying

]]> In the fourth episode of Purely in Conversation we went behind the scenes with Andrew Peters, Director of Technical Services at Countrywide Surveying Services and Lucy Bourn, Technical Surveying Manager at e.surv Chartered Surveyors, to delve into current topics in the world of surveying, including:

- Expert insights on lifetime mortgage valuations

- The future of AI in surveying and what it means for advisers and clients

- How the demand for lifetime mortgages has evolved over the last 5 years and the regional variations shaping today's market


#lifetimemortgage #equityrelease #laterlifelending #financialplanning #retirementplanning #knowledgesharing #marketingresources #AI #surveying

]]> Pure Retirement Buzzsprout-18223359 Thu, 20 Nov 2025 12:00:00 +0000 2895 1 4 full false Episode Three - Mystery Shopping with the Equity Release Council Episode Three - Mystery Shopping with the Equity Release Council In this episode of Purely in Conversation, we were joined on the sofa by Kelly Melville-Kelly, Director of Risk, Policy and Compliance at the Equity Release Council, where we discussed the later life lending sector's current pressing topics including:

- The findings and surprises from the ERC's mystery shop of adviser firms

- Tips for new and established equity release advisers

- Latest news and updates from the Council, including new member forums, white papers and what to expect at the upcoming November summit.


#lifetimemortgage #equityrelease #laterlifelending #financialplanning #retirementplanning #knowledgesharing #marketingresources

]]> In this episode of Purely in Conversation, we were joined on the sofa by Kelly Melville-Kelly, Director of Risk, Policy and Compliance at the Equity Release Council, where we discussed the later life lending sector's current pressing topics including:

- The findings and surprises from the ERC's mystery shop of adviser firms

- Tips for new and established equity release advisers

- Latest news and updates from the Council, including new member forums, white papers and what to expect at the upcoming November summit.


#lifetimemortgage #equityrelease #laterlifelending #financialplanning #retirementplanning #knowledgesharing #marketingresources

]]> Pure Retirement Buzzsprout-17780184 Tue, 09 Sep 2025 13:00:00 +0100 1129 1 3 full false Episode Two - Our Guest's Journey to Success Episode Two - Our Guest's Journey to Success In the second episode of Purely in Conversation, Later Life Lending with Pure Retirement, we sit down with Kelly Worthington, Director at Later Life Freedom.

Kelly shares her journey through the later life lending sector, revealing the marketing strategies that have shaped her success, and offers a glimpse into her vision for the future.

#lifetimemortgage #equityrelease #laterlifelending #financialplanning #retirementplanning #marketingtips

]]> In the second episode of Purely in Conversation, Later Life Lending with Pure Retirement, we sit down with Kelly Worthington, Director at Later Life Freedom.

Kelly shares her journey through the later life lending sector, revealing the marketing strategies that have shaped her success, and offers a glimpse into her vision for the future.

#lifetimemortgage #equityrelease #laterlifelending #financialplanning #retirementplanning #marketingtips

]]> Pure Retirement Buzzsprout-17448260 Tue, 08 Jul 2025 15:00:00 +0100 1377 1 2 full false Episode One - Award Winning Guests Episode One - Award Winning Guests Join us for our first ever podcast episode - Purely in Conversation, Later Life Lending with Pure Retirement, where we're joined by special guests Sara Robinson from Equity Release Associates and Matthew Taylor from Equilaw. 

We'll be discussing their 2025 award wins, top tips for entering industry awards and delving into their experiences in the later life market.

#lifetimemortgage #equityrelease #laterlifelending #financialplanning #retirementplanning

]]> Join us for our first ever podcast episode - Purely in Conversation, Later Life Lending with Pure Retirement, where we're joined by special guests Sara Robinson from Equity Release Associates and Matthew Taylor from Equilaw. 

We'll be discussing their 2025 award wins, top tips for entering industry awards and delving into their experiences in the later life market.

#lifetimemortgage #equityrelease #laterlifelending #financialplanning #retirementplanning

]]> Pure Retirement Buzzsprout-17095533 Mon, 05 May 2025 07:00:00 +0100 1626 1 1 full false