SETTING THE STANDARD ONLINE – 28th January 2021 4.00-4.45pm

#ERAWARDS WELCOME TO THE VIRTUAL EQUITY RELEASE AWARDS 2020

We are delighted to welcome you to the 16th perhaps more relevant and necessary than annual Equity Release Awards. ever before. These awards take on greater significance We were delighted to receive just under every year, as the equity release market 3000 nominations this year, and heartfelt evolves and improves on every measure. congratulations go to all of those who made They recognise and celebrate the successes of the shortlists – and of course, to the winners those advisers and providers who have worked themselves. hard to transform the industry to better cater Mortgage Solutions is pleased and proud to for the needs of the growing older population. host the equity release sector’s only lender The equity release market has seen a true and advice-focused awards. Our social media renaissance in recent years. An influx of new coverage on twitter continues to build. This entrants, product proliferation and a softening year’s hashtag is #ERAWARDS. Why not share of rates have combined to offer customers your thoughts and photographs of the event more choice than ever before. from wherever you are this year? Since the pandemic struck last March, many Enjoy the awards and we look forward to advisers and providers have worked harder seeing you, hopefully in person, again next than ever, seeking alternative ways of working year. and harnessing technology in innovative ways, to keep doing business and transforming our industry to service the older borrowers. IAIN CARTLIDGE These awards exist to recognise and reward MANAGING DIRECTOR, that hard work, and hence this year are MORTGAGE SOLUTIONS

#ERAWARDS THANK YOU TO OUR SPONSORS

#ERAWARDS ENTERTAINMENTED GAMBLE Stand-up comedian Ed Gamble is known as a regular on Mock the Week and for being the co-creator and co-host of the hugely successful mega-hit podcast Off Menu with . He’s also the co-presenter of Radio X’s Sunday morning show with Matt Crosby. Ed has made stand-up appearances on Live at the Apollo, The Royal Variety Performance, The Russell Howard Hour and on the US TV show Conan. Other television credits include Taskmaster, 8 out of 10 Cats, Roast Battle and Hypothetical. On stage, Ed’s tour show Blizzard had a twice-extended sell-out UK run.

#ERAWARDS OUR JUDGES

NOEL ABBOTT SANDY AMEER-BEG CLAIRE BARKER PETER BARTON CHRIS BROWN DAVID BURROWES

MATT BURTON PAUL CARTER MARIE CATCH GEOFF CHARLES AARON CONLON PAUL GLYNN

#ERAWARDS OUR JUDGES

WILL HALE SARAH MORRIS-SIMPSON GEORGINA OXTON ALISON PALLETT LES PICK ANGELA ROBERTSON

PAUL SAROYA MATT SUTTON STUART WILSON DAVID WRIGHT JUSTIN WYSOCKI

#ERAWARDS CRITERIA AND METHODOLOGY

The nominations procedure is a two-tier process to ensure it is as robust and as transparent as possible

THE PROCESS

The first stage is to invite nominations from the industry for the companies (and, where appropriate, the individuals) you think are worthy of recognition for their achievements over the last 12 months. A shortlist is then drawn up in each category, based on the overall number of nominations with a weighting applied to the source of those nominations. More emphasis is placed on nominations received from outside of the nominated company. The number of nominations accepted from within a nominated company is capped at 20. Those businesses/individuals which make the shortlist in each category will be contacted and asked to submit a short testimonial based on the following criteria: 1. What are the key achievements your firm has delivered in the last 12 months? Please pay particular attention to the context of your category. We expect to see evidence of exceptional achievements prior to the pandemic but also a demonstration of how you have gone the extra mile to support your business partners and customers through the Covid disruption. Please also think about any positive contributions your business has made to the prosperity of the wider equity release market in the last 12 months beyond your own business performance.

#ERAWARDS CRITERIA AND METHODOLOGY

2. Please indicate your successful business performance over the last 12 months (Measured in transaction volumes and/or profit versus 2019) alongside any performance indicators relevant to your category-such as increase in positive feedback, referrals, or net promoter scores (whatever is appropriate)

3. Tell us why you should win the award. An industry panel will then gather to discuss the shortlist and use both their market knowledge and these testimonials to determine the winners. The judges are handpicked for their experience and knowledge of the market and are a representative sample of providers, distributors and supporting services who can give a reasoned and balanced view on each of the candidates on the shortlists. Where there is a business conflict of interest with one of the companies on a shortlist, this judge is precluded from casting a vote in this category. Please note that none of the judges are aware of the result of any category before the awards presentation.

#ERAWARDS OUR FINALISTS DISTRIBUTOR

BEST FINANCIAL ADVISER: 5 OR FEWER ADVISERS BEST FINANCIAL ADVISER: 6-19 ADVISERS

Fluent Lifetime Laterliving now! Lifetime Equity Release OneFamily Advice Step Change Viva Retirement Solutions

SPONSOR: LV= SPONSOR: JUST

BEST FINANCIAL ADVISER: 20+ ADVISERS BEST INDIVIDUAL ADVISER

Mike Hardy Equity Release Amanda Parsons Ron Radway Age Partnership Key The Equity Release Supermarket AAP Financial Solutions Essex Equity Release Experts

SPONSOR: CANADA LIFE SPONSOR: PURE RETIREMENT

BEST DISTRIBUTOR FOR DEVELOPMENT & SUPPORT

Premier Equity Advise Wise Air Group Release Club

SPONSOR: HODGE

#ERAWARDS OUR FINALISTS

BEST CONVEYANCER BEST SURVEYOR

Countrywide Surveying Adlington Law Equilaw Gilroy Steel Solicitors e.surv Gateway Surveyors Services

BEST BUSINESS DEVELOPMENT MANAGER

Esther Hobden Nakita Moss Sanjay Gadhia LV= Pure Retirement more2life

SPONSOR: MORTGAGE SOLUTIONS

#ERAWARDS OUR FINALISTS PROVIDER

BEST PROVIDER LIFETIME MORTGAGES BEST PROVIDER FOR DEVELOPMENT & SUPPORT

Legal & General Home Just more2life Canada Life Just Pure Retirement Finance

SPONSOR: EQUITY RELEASE COUNCIL SPONSOR: EQUILAW

BEST PROVIDER FOR PRODUCT INNOVATION

Just more2life Pure Retirement

SPONSOR: EQUITY RELEASE SUPERMARKET

OUTSTANDING CONTRIBUTION

There is no shortlist in this category. The winner will be announced at the event.

#ERAWARDS #ERAWARDS