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Georgina Oxton: Shaping the future of later life lending

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Manage episode 520474416 series 3594406
Content provided by Will Hale. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Will Hale or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us your feedback!

In this Comprehensive conversation, our CEO Will Hale sits down with Georgina Oxton, Divisional Manager for Equity Release at LV=, this episode explores how LV= is broadening its proposition, supporting customers beyond completion, and equipping advisers with the tools to deliver lasting value and build long-term client relationships.

View our manifesto.
Follow us on Linkedin.

  continue reading

Chapters

1. Setting The Scene At Silverstone (00:00:00)

2. George’s Role And LV Strategy (00:00:41)

3. Products That Support Changing Needs (00:02:08)

4. Rate Volatility And Advisor Guidance (00:03:33)

5. Educating Clients On The New Normal (00:05:18)

6. Innovation: Portals And Service Design (00:06:24)

7. End‑To‑End Process Review And AI (00:08:05)

8. Market Outlook And Recovery Signals (00:09:16)

9. Regulator Mood And Fairer Finance (00:10:35)

10. Building Customer Awareness Together (00:11:44)

11. Practical Support And Upskilling For Advisors (00:13:04)

12. Reducing Cancellations With Pre‑Checks (00:14:17)

13. Closing Thoughts And Key Takeaways (00:16:25)

27 episodes

Artwork
iconShare
 
Manage episode 520474416 series 3594406
Content provided by Will Hale. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Will Hale or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us your feedback!

In this Comprehensive conversation, our CEO Will Hale sits down with Georgina Oxton, Divisional Manager for Equity Release at LV=, this episode explores how LV= is broadening its proposition, supporting customers beyond completion, and equipping advisers with the tools to deliver lasting value and build long-term client relationships.

View our manifesto.
Follow us on Linkedin.

  continue reading

Chapters

1. Setting The Scene At Silverstone (00:00:00)

2. George’s Role And LV Strategy (00:00:41)

3. Products That Support Changing Needs (00:02:08)

4. Rate Volatility And Advisor Guidance (00:03:33)

5. Educating Clients On The New Normal (00:05:18)

6. Innovation: Portals And Service Design (00:06:24)

7. End‑To‑End Process Review And AI (00:08:05)

8. Market Outlook And Recovery Signals (00:09:16)

9. Regulator Mood And Fairer Finance (00:10:35)

10. Building Customer Awareness Together (00:11:44)

11. Practical Support And Upskilling For Advisors (00:13:04)

12. Reducing Cancellations With Pre‑Checks (00:14:17)

13. Closing Thoughts And Key Takeaways (00:16:25)

27 episodes

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