Halifax Intermediaries - Halifax IPA

Standard Life Home Finance offers a later life lending solution designed to put you and your clients in control of a brighter financial future. Their lending approach is clear, competitive, and client-focused, making them the lender you can trust to put you and your clients first. They are providing the support and tools you can count on to recommend lifetime mortgage plans and submit your applications without any fuss. With competitive rates, a powerful brand name and a wide range of lending features, you'll have the confidence to deliver a better later life outcome for your clients.

Website: https://www.standardlifehomefinance.co.uk/

WorkSmart exists to serve the Financial Services community by providing leading edge regtech to help firms manage regulatory people and process obligations.

Founded in 1997 by one of the first regtech entrepreneurs, the vision was to build technology that was easy to use, streamlined processes and delivered transparency and oversight.

Through the provision of both ‘software as a service’ (SaaS) and bespoke implementations – hosted or on premise – WorkSmart caters to firms both large and of the more boutique variety.

All of WorkSmart’s solutions are built with one thing in mind – that is to help customers and their organisations drive business benefits from effectively embedding regulatory change.

Website: https://www.worksmart.co.uk

Having joined Legal & General in 2012 Nick works with existing and new Strategic Partners to development Retirement Lending distribution and advice opportunities and to help those businesses broaden their customer propositions.

He has a deep understanding of delivering advice to both Retirement Mortgage and Wealth Management customers having led National Advice Distribution networks at both L&G and Aviva.

In addition to significant IFA sector and Direct to Consumer experience, Nick has worked closely with Bank and Building Society partners and understands the challenges of meeting customer needs in these sectors. Prior to his time with L&G, Nick had 18 years with Aviva.

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Nic is highly experienced in implementing people centric compliance and performance management solutions focused on regulatory alignment, optimal business benefit and long term value.

Aside from his responsibilities within the marketing, sales and product strategy functions, Nic spends the good share of his time consulting on how to better manage regulatory based processes whilst improving capability, productivity and customer experience.

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Alison joined LiveMore early in its development and has been instrumental in delivering strategy, direction and oversight of the company’s intermediary distribution roll out plan.

A seasoned professional with over 35 years sector experience and market recognition in consumer and the B2B mortgage sector, Alison contributes a wealth of experience across multiple aspects of the UK mortgage market, from product and pricing to sales and distribution.

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Julie has been operating in the FS marketplace since the late 1980’s. She has held many senior roles in regulated firms across Operations, Compliance, Sales, Learning & Development and Training & Competence. Her practical application, enthusiasm and detailed knowledge of both regulation and the financial services markets allows her to support businesses in meeting their regulatory requirements.

For part of her career Julie has provided regulatory and training support on a consultancy basis to businesses across the whole financial services spectrum. Specialising in FCA regulation with a focus on Conduct Risk, Training & Competence, Approved Persons Responsibilities, Culture, SM&CR and Behavioural Economics.

For the last 6 years Julie been part of the Worksmart team, working with firms to help them embed and manage regulatory initiatives around people and processes. For much of this time the clear focus has been around the Senior Managers & Certification Regime in the UK both for Worksmart clients and in support of our Trade Body partners such as The Investment Association, UK Finance, PIMFA, CSA and the FLA.

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Alice was appointed Head of Marketing (Insurance) at Canada Life in January 2020, after more than ten years’ experience in financial services. She’s responsible for crafting the marketing strategy and plans that support the UK growth strategy for the Annuity, Home Finance and Protection business lines.

In her previous roles at Canada Life, Alice specialised in later-life lending, focusing on understanding customer needs, developing the customer proposition and improving the adviser experience.

Alice is a member of the Marketing Society and Chartered Institute of Marketing, holding both a Diploma in Professional Marketing (CIM) and a Diploma in Professional Digital Marketing (CAM). She’s also an active member of the Equity Release Council.

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Kay was integral to the launch of Standard Life Home Finance into the intermediary market in October 2021. Kay started her later life lending journey with Key Group but has worked in financial services for over 30 years. The majority of that time was at Lloyds Banking Group – setting up and managing the sales team for their Intermediary Broker Operation. She has also managed the Annuities Team at Prudential and the National Sales Team for part of Towergate Group before joining Key Group in 2018.

Stuart is an award-winning and experienced later life lending speaker. An entrepreneur at heart with a deep understanding of what drives advisers, Stuart has leveraged technology, knowledge, and people to meet the needs of the growing later life lending sector. Since forming in 2007, Air has grown to add a range of complementary brands to aid advisers in gaining skills and knowledge to help their clients. 

An award-winning and popular speaker, Stuart regularly speaks at industry events including the Later Life Lending Event and the National Later Life Adviser Conference and pens regular, thought-provoking articles across many trade publications.

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