09.55 – 10.25
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 & Coach, and MortgageLab.AI
10.25 – 11.00
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 Oliver Jordan, founder and director, Check Financial
Amy Wilson, propositions director, The Right Mortgage
David Mead, head of protection, employee benefits and GI, St. Jame’s Place Protection Planning
Dawood Patel, protection specialist, Meridian Mortgages
11.35 – 12.05
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
Moderated by: Christopher Hill, head of sales, Accord Mortgages
Francis Worman, director, New Mortgage Solutions Ltd
12.05 – 12.30
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
Ian Scarrott, key relationship manager, OSB Group
12.30 – 13.00
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
Aidan Walker, business development manager, Skipton
Simon Coward, regional manager, Halifax Intermediaries
Jonathan Stinton, head of intermediary relationships, Coventry for Intermediaries
Moderated by: Paul Adams, sales director, Pepper Money
