COVID-19: Accessing Government financial support

Amy Mulvey, Head of Lifetime Products at Legal & General Home Finance explains Legal & General's new Energy Saver Cashback offer and how it can help your clients make energy efficient home improvements using a lifetime mortgage.

Legal & General’s offer is not associated with the Government’s Green Homes Grant scheme. Both offers have different qualifying criteria and will be suitable for different customers. Both can be considered when advising your client.

For advisers only.

Take a closer look at the role lifetime mortgages could play in your client’s retirement and estate planning. Supported by independent analysis from Technical Connection, this session features their Managing Director, Tony Wickenden, who will be presenting his thoughts and leading a live Q&A to discuss:

-- How lifetime mortgages could play a part in your client’s estate planning
-- Options for tax effective drawdown using a lifetime mortgage
-- The tax implications and potential advantages of taking a lifetime mortgage
Register now to secure your free place.

For advisers only.

Building a culture of resilience and thriving in uncertain times is more important than ever - for yourself, your business and your clients. The last few months have brought significant change and additional stresses into our lives. We don’t know what the lasting impacts of this pandemic will be but we do know that change will continue to be constant in the world. Therefore systemically building resilience within your business and setting yourself up to thrive no matter the environment, is likely a good investment of your time and efforts.
Join us for 45 minutes as we bring together Legal & General experts to talk about the some of the biggest challenges facing businesses in this area, to share practical resources that can be used by your business and clients and to show the value of investment in this area.

The last three months have ushered in a significant period of change, as well as uncertainty. Markets have fluctuated, more than a quarter of the UK workers are currently furloughed, the newspapers carry stories of retirements being delayed and house prices dropping at the fastest rate since the financial crisis in February 2009. Only time will tell what the lasting impacts of this pandemic may be.

Join us for a 45-minute live stream with our host Andy Powell, Strategic Account Manager, Retirement Income, Legal & General and a panel of experts as we’ll be asking:

• What emerging trends are surfacing as a result of the pandemic?

• How does increased market uncertainty trigger behavioural biases? And what can you do about it?

• How will COVID-19 shape the future of retirement planning?

Uncertainty may result in a call for greater security and we’ll explore the increasing need for certainty of income in retirement portfolios and the importance of financial advice.

We are delighted to be joined by Dan Russell, Managing Director, SimplyBiz Investment Services, John Roe, Head of Multi-Asset Funds, Legal & General Investment Management (LGIM) and Jon Scannell, Distribution Director, Retirement Income, Legal & General.

For advisers only.

With the mortgage market beginning to open back up, things are starting to look up for brokers across the UK. However, the last 12 weeks have been a stark reminder of the importance of business resilience. While you may just be getting back to your core business, now may be the time to consider additional revenue streams for your business.

Join us for a 45-minute live stream with Marie Catch, Head of Mortgage Sales at Legal & General Home Finance, to discuss how this new and evolving environment is highlighting client needs and potentially creating new opportunities in the later life lending space for mortgage brokers.

The session will be hosted by Dave Stratton, Distribution Director, Legal & General Home Finance. Marie will be joined by Paul Hopton, Legal & General Mortgage Club and guests. Our panel will be sharing insights on current market trends, real-life examples, discussing the opportunities later life lending advice could provide to your business and what you’ll need to consider when getting started. We’ll also give attendees free access to our new CPD equity release online study portal (RRP: £200).

For advisers only.

The full and long-lasting impacts of COVID-19 on the care sector are yet to be realised, but it is clear that the issues surrounding social care in the UK are at the forefront of the public's mind now more than ever before. 

We’ll be in conversation with a panel of care experts as we discuss the challenges and opportunities facing the later life social care sector today, the importance of financial advice during this period of uncertainty and the support that is available to help both consumers and advisers navigate through the ‘social care maze’.

The session will be hosted by John Power, Care Proposition Director, Legal & General Retirement Living Solutions and we are delighted to be able to welcome Andrew Parfery, CEO and co-founder of Care Sourcer, Tish Hanifan, Founder and Joint Chair of the Society of Later Life Advisers (SOLLA) and Phil Bayliss, CEO of Later Living, Legal & General to hear their views on the impact of COVID-19 and the future of social care.

This is not a consumer advertisement. It is intended for professional financial advisers and should not be relied upon by private customers or any other persons.

Digital connections and interactions are more important than ever – and it looks like it’s one of the trends that’s set to continue. Join us for a 45 minute live stream with Sarah Cook, Group Head of Social Media & Content Strategy, Legal & General, as we discuss the business benefits of using digital insights to inform your business and how you can leverage social media to create new and nurture existing relationships.

We’ll also be joined by members of the Legal & General Retail Retirement team, including Cecilia Furner, Strategic Account Director, Millie Hyde-Smith, Head of PR & Thought Leadership and Sean Philip, Head of Digital Marketing. They will be sharing their experiences and insights on some of the emerging social and digital trends. We'll be shedding light on what consumers are searching for and talking about and showing you simple ways to use digital to provide you with the insights you may be missing in this new virtual world. We’ll also be providing you with practical tips around using LinkedIn to promote your business, develop professional connections and client relationships.

It’s undeniable that this global pandemic has had a huge impact on our daily lives. You would need more than a crystal ball to foresee what the longer-term impact might be. However, we are already starting to see shifts in the over 50’s sentiment, attitudes and behaviours in response – from feelings of ageism to a greater concern about their family rather than themselves. What shifts are we seeing and what does this actually mean for financial advice?

Join Chris Knight, CEO of Legal & General Retail Retirement, as he talks to Millie Hyde-Smith, Head of PR & Thought Leadership LGRR, and Tony Mattson, Head of Strategy at Havas Media Group. We’ll be discussing the latest consumer insights from the UK’s over 50 population – how COVID-19 is changing their sentiment, attitudes and behaviours and what this might mean for your business and your clients.

Changes over the last few weeks have required us to significantly change the way we work and find new ways to run our businesses. We’ll be in conversation with Sally Clayton, Chief Risk Officer Legal & General Home Finance, and guests.

Running an advice business remotely isn’t as simple as getting people set up to work from home. We’ll be discussing FCA expectations, client interactions and the importance of continuing supervision and oversight. We’ll be talking about how we can modify our businesses to work in this new environment without losing the important processes and controls we have in place to protect our clients, staff and businesses. Alongside Sally Clayton, we are delighted to be able to welcome Aaron Conlon from Fluent Lifetime and Lisa Francis from Legal & General Financial Advice to talk about their own experiences of a remote advice model.

COVID-19: Accessing Government financial support (In conversation with Tony Wickenden, Managing Director, Technical Connection)

The Government recently set out a package of temporary and targeted measures to support public services, people and businesses through this period of disruption caused by COVID-19. Join us for a 45 minute live stream with Tony Wickenden, Managing Director of Technical Connection, as we discuss what’s available for both you and your clients and take your questions. In particular, we will be focusing on the Job Retention Scheme and Self-Employment Income Support Scheme.

Events over the last few weeks have shocked the global markets, forced companies to re-think the way we work and have significantly impacted our daily lives.

Join us for our new live stream series, bringing a range of topical experts and insights to your front room.

This episode, we welcome Justin Onuekwusi, Head of Retail Multi-Asset Funds Legal & General Investment Management, to talk about ‘Navigating today’s market volatility’.

We’ll also be joined by Chris Knight, CEO of Legal & General Retail Retirement, and members of his senior leadership team to provide an update on how we’re responding to the current situation. We’ll also have a live Q&A where you’ll have the opportunity to ask questions.

This is not a consumer advertisement. It is intended for professional financial advisers and should not be relied upon by private customers or any other persons.

This is not a consumer advertisement. It is intended for professional financial advisers and should not be relied upon by private customers or any other persons.

The world of retirement has radically changed – a carriage clock retirement no longer exists and a one product approach is no longer relevant. Retirement is far from the ‘colourless’ label that we appear to have given it.

As client expectations, aspirations and needs continually evolve, the retirement plans and solutions we build need to provide greater flexibility and security.

In this presentation Cecilia Furner, Strategic Account Director at Legal & General, will assess how retirement has changed, what this means for retirement planning and how a multitude of solutions can be layered together to help achieve your clients’ objectives.

By the end of the webinar:
- You will have a greater understanding of how evolving macro and socio-economic factors are impacting and radically changing retirement norms
- You will have a greater understanding of how these changes call for more tailored and flexible retirement plans
- You will be able to better evidence how a range of solutions can be layered to provide clients with security, flexibility and control
- You will be able to identify the changing role of advice in modern day retirement planning and the shifting focus towards ‘life planning’

Get useful tips for creating a strong LinkedIn profile to help build your business.

Hosted by Sarah Cook, Group Social Media Manager at Legal & General, our webinar can help you:

-- Understand the benefits of LinkedIn to your business
-- Produce a strong personal profile to help you stand out from the crowd
-- Increase your connections by making it easier for your clients to find you
-- Promote yourself and your business to boost engagement
-- Take your profile further – how to keep up-to-date and continually increase your networking opportunities

Our CPD accredited LinkedIn webinar, will provide useful tips for creating a strong LinkedIn profile to help promote your business.

Hosted by Sarah Cook, Group Social Media Manager at Legal & General, our webinar can help you:
•Understand the benefits of LinkedIn to your business
•Produce a strong personal profile to help you stand out from the crowd
•Increase your connections by making it easier for your clients to find you
•Promote yourself and your business to boost engagement
•Take your profile further – how to keep up-to-date and continually increase your networking opportunities