Featuring industry leaders, experts and specialists, brought together to discuss the important issues affecting you and your business, Twenty7tec’s Elevate webinar series aims to inform, educate and inspire - helping you take your business to the next level.
Register today for the second episode in our Elevate webinar series.
In today’s rapidly evolving advice landscape, advisers face growing pressures — economic uncertainty, rate volatility, tighter regulation, time constraints, and rising client expectations.
Building on our previous webinar, this session explores how to turn these challenges into opportunities.
Join experts from Mabel Insights, Advise Wise and the Equity Release Council to discover how diversifying your product offering can unlock new revenue, enhance client outcomes, and strengthen long-term growth.
As clients demand more personalised, tech-driven, results-focused advice, adapting your approach is key to staying competitive.
The discussion explores:
Don’t miss this session — essential for advisers aiming to grow and adapt in today’s demanding environment.
Kelly brings over 25 years of specialist experience in the financial services industry, with a strong track record of leading regulatory, risk and compliance initiatives across both the equity release and wider lending sectors.
Since joining the Equity Release Council in 2021, she has worked closely with a broad range of industry stakeholders — including advisers, lenders, solicitors, and technology partners — to uphold and evolve the Council’s Standards.
Kelly plays a central role in promoting best practice, supporting member compliance, and helping to shape policy in line with the sector’s commitment to delivering good outcomes for customers in later life.
Lawrence has a financial service career spanning 40 years. Most recently as Managing Director of Verso Investment Management and previously Atomos and a board director at Thesis Asset Management.
His formative years in financial services were with Standard Life and then within Tilney's financial planning division in Bristol.
He joined Mabel as CEO in November 2023.
Meet Daniel Edmondson, a dynamic figure in later life and tech.
As Advise Wise's National Account Manager, Daniel is at the forefront of innovation in the free-to-use later life sourcing platform.
With a background in lending distribution, Daniel excels in leveraging technology to empower businesses and individuals.
Passionate about AI and emerging tech, he drives discussions on technology's role in enhancing customer outcomes.
Hosted by
Twenty7tec's David Wressell
Watch on demand here
With the government tasking industry regulators to cut red tape and introduce reforms as part of driving business growth, should mortgage advisers be concerned that less regulation could lead to unclear guidance and greater risk - or is now a time for opportunity and development?
Hosted by Twenty7tec’s David Wressell, this special panel discussion webinar features Kate Davies, Executive Director of the IMLA, Jennifer Lloyd, Head of Mortgage Products and Proposition, Skipton Building Society, and Chris Croft, Senior Consultant, Bellevue Law.
The discussion explores:
Kate studied German at Durham University and started her career in local government, following which she moved to the Building Societies Association/Council of Mortgage Lenders where she worked on a wide range of policy matters at both UK and European level.
When the BSA and CML split in 1996, she stayed with the CML as Senior Policy Adviser and became the CML’s specialist on mortgage regulation.
Since leaving the CML at the end of 2008, Kate has worked freelance for a number of trade associations, and served for six years as a non-executive Director at Darlington Building Society.
She succeeded Peter Williams as IMLA’s Executive Director in January 2018.
After studying politics and philosophy at Manchester University, Jen joined Skipton Building Society in 2009 - beginning her journey with the company as a Customer Adviser at the society’s branch in Colne, Lancashire.
Jen later progressed to roles within the company’s marketing department, as well as its strategy and product development teams.
Recognised for her ability to build strong relationships, intuitive leadership, and impassioned approach and commitment to driving results, Jen was promoted to the role of Skipton Building Society’s Head of Product and Propositions in 2023.
Chris is a solicitor and senior executive with deep expertise in the financial services sector, underpinned by a wealth of practical knowledge accumulated over a highly successful career spanning nearly four decades.
Most recently serving as a director of a building society, where his roles included General Counsel and the Senior Management Function for Compliance, Chris has profound, hands-on experience of dual FCA and PRA-regulated businesses.
He specialises in regulatory issues and the operational and business requirements of organisations in the financial services sector.
Most recently, Chris played a key role in overseeing the implementation of the PRA and FCA operational resilience requirements and building the plan to implement the new Consumer Duty regime.
Hosted by
Twenty7tec's David Wressell
"Register today and join me on Thursday, 17 April at 11am (GMT) and our specially invited guests for a discussion on Less regulation, more opportunity?"
About Twenty7tec
From a market leader in the provision of technology to mortgage advisers and lenders to a growing presence across wealth and protection advice, Twenty7tec is one of the leading B2B fintech businesses in the UK.