(ALL) Vulnerability - How do we help?

When: Wednesday 16^th November 8.00am – 11.30 am

Where: Marriott Hotel, Grove Park, Smith Way, Leicester LE19 1SW

Recognising Vulnerability/How Powers of Attorney operate/Society of Later Life Advisers/Can Equity Release help with the cost of living increase?

We are well aware that Cost of Living Crisis will result in more people becoming vulnerable, whether that is due to financial constraints, age, health or personal circumstances.

The Insurance Institute of Leicester has brought together a group of experts touching on current themes which will guide us as to how to indentify vulnerabilities (on both a personal and professional level) and recommend actions to put in place safeguards.

8.00 - 8.30am – Registration and Refreshments.

8.30 - 9.15 am – Recognising Vulnerability, Malcolm Tyrell – Equity Release Specialist, Just

Synopsis: For some time, it has been vitally important to recognise vulnerability in people. That potentially includes everyone from every walk of life, including Clients, staff members, friends, colleagues and family. That would seem an impossible task and in reality, it probably is. But, trying to do your bit is nonetheless really important. During this session we will look at vulnerability with a view to making it more visible and easier to recognise and then, most importantly, doing something about it.

9.15 - 9.45 am - How Powers of Attorney operate. Katherine Beggs – Freeths Solicitors

We will look at the common mistakes made with Powers of Attorney and a practitioner’s perspective of the Office of the Public Guardian.

9.45 - 10.00 am - Coffee Break

10.00 - 10.30 am - The Accreditation Standards Society of Later Life Advisers – Sue Wilmot Rowe SOLLA

We will look at the different Awarding Bodies Recognition of SOLLA Syllabus, briefly cover ‘Know How’ Assessment and Preparation Support.

10.30 -11.30 am - Can Equity Release help with the cost of living crisis? Malcolm Tyrell – Equity Release Specialist, Just

Synopsis: Heating our houses, fueling the car, going to the supermarket and switching on anything electrical is now significantly more expensive. If you’re on a fixed income for the rest of your life and illness may be a real cause of concern and become a real worry. For the right people equity release could be a solution to help ease these fears, but how many of these retirees, over the age of 55, know what equity release is and how it could work for them?

This session will demonstrate how and where these products could make a difference and dispel some of the myths surrounding equity release.

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