Bolton Stadium Hotel, Bolton (now known as Toughsheet Community Stadium)

De Havilland Way, Bolton, BL6 6SF

National Conference Centre, Birmingham

Coventry Road, Bickenhill, Solihull, West Midlands B92 0EJ

The event programme for this year will soon be published. In the meantime, please see the programme for 2022:

08.30 – 09.30  Registration and networking breakfast

09.30 – 09.35 welcome from Mortgage Solutions
Jamie Hurst
, publishing director, Mortgage Solutions

 09.35   - 09.50 Chair’s opening remarks

  • Understanding the foundations of success for 2022 and beyond
  • Creating lasting value and deeper customer relationships in an ever-changing world
  • Spotlighting opportunities in the market and future-proofing your business

Clare Beardmore, director, Legal & General Mortgage Club

09.50 – 10.20  Fireside chat: analysing the current shape of the market and assessing the future outlook

  • Economic forecast and subsequent impact on the housing market and mortgage lending
  • Trends and future outlook for the UK’s property and mortgage markets
  • Unpicking the challenges and opportunities for lenders, distributors, and the wider marketplace

Lee Hopley, Director, economic insight and research, UK Finance
Moderated by: Clare Beardmore, director, Legal & General Mortgage Club

10.20 – 11.05  Panel discussion: in the mind of a lender

  • How have lenders adapted their processes during and post-pandemic and why will some changes be permanent
  • What impact will the current macroeconomic environment have on lending decisions?
  • The current state of high loan-to-value lending and its impact on affordability

Amanda Bryden, head of Halifax Intermediaries and Scottish Widows Bank
Mark Hollands
, head of sales & distribution, Bluestone Mortgages
Ben Williams, corporate relationship manager, Coventry for Intermediaries
Moderated by: Abi Greenhalgh
, director, Nest Financial Services (UK)

11.05 – 11.25  Preparing for new consumer duty rules

  • what’s new?
  • How will the distribution landscape change?
  • What challenges will arise for the broker and how will these be overcome?

Chloe Timperley, senior policy adviser, AMI

11.25 – 11.55  Networking coffee break

11.55 – 12.50  Opportunity Knocks: identifying business prospects within the protection market

Quickfire presentation 1: understanding the implications of changing customer attitudes towards health, wellbeing, and mortality in a post pandemic environment

  • Analysing the links between good mental and physical wellbeing and financial fitness
  • Enhancing distribution opportunities
  • Improving the advisor journey and customer experience of buying life insurance

Mike Furniss, head of HSBC Life distribution, HSBC Life

Quickfire presentation 2: how advising on protection could be made easier

  • Reviewing protection on remortgage and product transfer
  • Dispelling common myths and misconceptions around the need for protection
  • Reframing the mortgage protection conversation
  • Understanding how to better communicate the value of the products
  • Recognising how to positively position income protection to overcome objections

Judith Brandrick, key account manager, The Exeter

Quickfire presentation 3: delivering value in a digital world

  • Understanding how to serve your customer and deliver an exceptional experience in the “now economy”
  • Adoption and integration of technology to deliver better outcomes

Stuwart Skett, business development manager, Uinsure

12.40 – 12.50  Questions and answers


12.50 – 13.20  Fireside chat: green agenda - adapting to changing circumstances

  • Recognising your role in the green revolution and the opportunity to forge better relationships with your customers
  • Supporting landlords whilst navigating existing and future EPC changes
  • Advising homeowners seeking to invest in improving the energy efficiency of their properties
  • Understanding the value difference between high and low-energy homes

Cerys Williams, finance partnerships manager, Sero
Moderated by:
Andy Mason, head of strategic partnerships & housing, Lloyds Banking Group 

13.20    Closing remarks followed by networking lunch
Jamie Hurst, publishing director, Mortgage Solutions

14.20    Conference close

 

Click here for our digital programme

Hilton at the Ageas Bowl, Southampton

Botley Rd, West End, Southampton SO30 3XH
023 8202 0900

 

 

 

StoneX Stadium, London

Greenlands Lanes, Hendon, London NW4 1RL
+44 (0)20 8202 6478

Contact Us

For event queries
Head of events
For event queries
+44 7933 403130
victori
For programme enquiries
Senior Conference Producer
For programme enquiries
+44 (0)7788617026
Adunni.Adeleke@ae3media.co.uk
For marketing & registration queries
Marketing Manager
For marketing & registration queries
+44 (0)20 3815 3683
lorraine.francisco@ae3media.co.uk
For sponsorship queries
Account Manager
For sponsorship queries
+44 (0)203 8153684
andrew.morris@ae3media.co.uk
@AndyMorrisMS
For sponsorship queries
Commercial Director
For sponsorship queries
+44 (0)20 3815 3681
jamie.hurst@ae3media.co.uk
@jimmychicken
For event queries
+44 7933 403130
victori
For programme enquiries
+44 (0)7788617026
Adunni.Adeleke@ae3media.co.uk
For marketing & registration queries
+44 (0)20 3815 3683
lorraine.francisco@ae3media.co.uk
For sponsorship queries
+44 (0)203 8153684
andrew.morris@ae3media.co.uk
@AndyMorrisMS
For sponsorship queries
+44 (0)20 3815 3681
jamie.hurst@ae3media.co.uk
@jimmychicken

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