09.50 – 10.20
Presentation: the mortgage market outlook 2026 – 2027
- The outlook for interest rates, inflation and housing demand
- How lenders are responding to a more competitive market
- What advisers should prioritise to prepare for the future of their businesses
- Emerging trends set to reshape the mortgage market over the next 12 months
Speaker TBC
10.20 – 10.50
Panel poll discussion: the protection conversations advisers need to be having
An interactive panel poll discussion, featuring advisers and protection providers discussing five bold statements on-screen, while the audience get to vote on agree/disagree/unsure. The discussion will tackle client resistance and misconceptions, emerging protection trends and consumer needs, as well as building confidence in discussing difficult life events.
Moderated by Stephanie Charman, chief executive, AMI
11.20 – 11.50
Presentation: strengthening the modern mortgage adviser
- The rise of the adviser brand – why clients increasingly choose advisers based on trust, visibility and personal connection
- Social media and the adviser – how social media platforms are helping advisers engage new audiences
- Maintaining long-term relationships – creating ongoing client value through remortgage planning and long-term financial conversations
Iain Cunningham, strategic partnerships manager, Accord Mortgages
11.50 – 12.20
Panel discussion: The regulatory road ahead: risk, reform and opportunity
- What the FCA is focusing on now – FCA Mortgage Rule Review
- Areas where regulation could become less restrictive – Loan-to-income reform
- How Consumer Duty is changing adviser behaviour
Derek Adams, key relationship manager, Skipton
Simon Coward, regional manager, Halifax Intermediaries
Jonathan Stinton, head of intermediary relationships, Coventry for Intermediaries
12.20 – 12.50
Presentation: The adviser advantage: The skills that technology can’t replace, and the tools that free you up to use them
- How AI is already absorbing research, document processing, affordability and case admin, and what that means for where an adviser’s value sits.
- Your unfair advantage: the judgement, trust, coaching and context AI cannot manufacture, and why your client relationships and data are the asset to protect.
- Practical AI you can use immediately and safely in a regulated environment
Paul Brett, founder, BTD Consult and Coach, and MortgageLab.AI
12.50 – 13.10
Presentation: Beyond the mainstream: Where the next lending opportunities lie
- How limited company buy-to-let has evolved and where demand is growing
- Identifying the latest opportunities for clients rejected by mainstream lenders
- The impact of the Renters Rights Act and what we are seeing now
Speaker TBC
