Episode Ten - If It Isn't Written Down, It Didn't Happen

In this episode, we're joined by Phil Dockerill, Director at Equity Release Compliance, for a deep dive into what compliance really means in later life lending. Phil draws on years of experience training and supporting equity release advisers to talk through: Why equity release advice needs to be treated as broad financial planning The most common compliance pitfalls advisers fall into How firms can prepare for regulatory scrutiny and stay ahead of FCA expectations Where AI genuinely helps the advice process — and where it becomes risky Why the suitability report is the single most important document in a client file How to assess risk across "need" vs "lifestyle" client profiles What it really means to embed compliance into day-to-day advice Whether you're an adviser, compliance professional, or just interested in the later life lending space, this episode is packed with practical, experience-led insight. 🎧 Subscribe to Purely in Conversation for more conversations on later life lending with Pure Retirement. #EquityRelease #LaterLifeLending #Compliance #FinancialAdvice #PureRetirement