In this episode of Purely in Conversation, host Jane Mullan is joined by Carol Nuttall, Solicitor and Director at Adlington Law, to talk about what it really takes to get later life lending legal advice right. Carol shares candid insight into the legal pitfalls that catch clients out, why face-to-face appointments remain essential, how she supports vulnerable clients, and why treating people as human beings — not case files — is at the heart of everything she does. A warm, p...
10 Aug 2026
Episode Eleven - Inside Underwriting: The Thinking Behind the Decision
In this episode of Purely in Conversation, our host is joined by Gavin Hancock and Beth Lawson from Pure Retirement's underwriting department to lift the lid on what really happens behind the scenes of a case. Gavin and Beth share the process and thinking behind the decision, the property types and documentation that most commonly cause delays, how complex cases are assessed, and where AI fits (and doesn't) into the future of underwriting. A candid, practical conversation for any ...
14 Jul 2026
Episode Ten - If It Isn't Written Down, It Didn't Happen
In this episode of Purely in Conversation, our host Jane Mullan sits down with Phil Dockerill, Director at Equity Release Compliance, to unpack what good later life lending advice really looks like. Phil shares why equity release should be treated as holistic financial planning rather than a product sale, how firms can prepare for regulatory scrutiny, where AI fits (and where it doesn't) in the advice process, and why the humble suitability report might be the most important docum...
29 May 2026
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 conversatio...
23 Apr 2026
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 #LaterL...
27 Mar 2026
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 ...
6 Mar 2026
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 lendin...
27 Jan 2026
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 t...
20 Nov 2025
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 yea...
9 Sept 2025
Episode Three - Mystery Shopping with the Equity Release Council
8 Jul 2025
Episode Two - Our Guest's Journey to Success
Kelly Worthington, Director at Later Life Freedom, recounts her experiences in later life lending and the marketing strategies driving her success, providing insights into her future vision in this interview.
5 May 2025
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
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