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Planning for 2026: Business Model Optimisation, Wealth Integration & Client Outcomes
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Our CEO Will Hale sits down with Paul Glynn, Managing Director of B2B Marketing & Distribution at more2life, and Alan Ritchie, CEO at Royal London Equity Release. They explore how to build 2026 ready business models, use wealth triggers to start better later life conversations, and tap into tactical support from lender and provider BDMs.
Chapters
1. Setting The Agenda: Property In Planning (00:00:00)
2. Market Forces Shaping 2026 (00:01:04)
3. From Budget To Decumulation Complexity (00:03:06)
4. Closing The Advice Gap (00:06:32)
5. Referral Models And Business Readiness (00:09:10)
6. Data Triggers In Wealth And Mortgages (00:12:16)
7. Breaking Silos Under Consumer Duty (00:15:18)
8. Intergenerational Gifting And Tax (00:17:28)
9. FCA Signals And Distribution Challenge (00:20:20)
10. 2026 Priorities: Innovation And Scale (00:24:15)
11. Closing Thoughts And Outlook (00:30:20)
29 episodes
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