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Advise Wise unveils new Upskill series

by Kevin Rose
9 June 2020
Skipton unveils intermediary web chat pilot
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Following the Advise Wise Upskill live webinar sessions, which attracted over 500 participants, Advise Wise has introduced a new Upskill series to answer a selection of questions directly from advisers on the evolving later life market, especially in more recent times.

Advise Wise Upskill programme was launched during the lockdown to support advisers in adapting to remote working and product and criteria changes caused by Covid-19. Advise Wise Upskill provides useful and free resources to help them keep up to date with the latest changes, but also to refine their skills and learn new ones.

Over the past eight weeks, the Upskill programme has released new contents weekly across different channels. From free live webinars with guest speakers from across the later life lending market, to blog articles and access to Advise Wise Community, a dedicated LinkedIn group where advisers can share experiences and engage in meaningful discussions.

The newly launched Ask Jane series is run by Advise Wise mortgage club manager Jane Hanlon, who will answer adviser’s questions on the market, products, cases and much more.

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Advisers can send their questions to Hanlon and new episodes will be released weekly for advisers to watch as video or to listen to on the go via Advise Wise podcast.

The first Ask Jane episode is already available and it answers a popular question among the Mortgage Club members around the benefits of the new Pure Retirement Freedom 40 range. In the episode Hanlon gives advisers her view of the product and interviews Chris Flowers from Pure Retirement to get also the lender’s reasoning behind the product range.

Jonathan Thirkill, CEO at Advise Wise, said: ”As an online business, we felt it was our duty to give advisers further support during this unprecedented time, where everybody is forced to embrace many challenges, including remote working.

“We saw in this big change an opportunity to make our knowledge and resources available to help advisers adjust to the situation and make the most of the positive aspects. Working from home means we can schedule our days differently and we also have more time to dedicate to our learning and development.”

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