10.00 – 10.50 Registration sponsored by OneSavings Bank
10.50 Welcome from Mortgage Solutions
Iain Cartlidge, managing director, Mortgage Solutions
11am – 11.25 Chairman's introduction
Danny Belton, head of lender relationships, Legal & General Mortgage Club
11.25 – 11.55 Competing in a changing market
How to make your business model sustainable in an uncertain market, maintaining income and engagement while embracing digitalisation.
Jeremy Duncombe, director of intermediaries, Accord Mortgages
11.55 – 12.15 Demystifying the digital
How digital demand is evolving in the banking sector. How big is ‘big data’ and how is this being harnessed? How are banks responding to ensure such data is used responsibly and ethically? What are we likely to see in the mortgage intermediary space in the short /medium term?
Chris Pearson, head of intermediary mortgages, HSBC UK for Intermediaries
12.15 – 12.45 Protection: a new perspective
This question and answer session aims to change the way advisers look at protection, and explore an alternative protection sales process that will allow you to tailor your protection advice to every customer's needs, every time.
Q&A chaired by Danny Belton, head of lender relationships, Legal & General Mortgage Club
Mark Graves, CEO, Auxilium Partnership
Gemma Harle, managing director, financial planning and mortgage network, Quilter Financial Planning
Gareth Herbert, sales director, Mortgage Advice Bureau
12.45 – 1.45 Lunch and networking
1.45 – 2.15 Product transfers – what every adviser should know
What can brokers do to fully embrace PTs where appropriate and transact them as efficiently as possible? How can you ensure the best outcome for consumers? What strategies can you put in place to ensure your overall business volumes don’t drop off?
Greg Cunnington, director of lender relationships, Alexander Hall Associates
2.15pm – 2.55 Lender panel:
Graham Felstead, head of intermediary mortgages, NatWest Intermediary Solutions
Julian Marlow, national account manager, Lloyds Banking Group
Jonathan Stinton, corporate relationship manager, Coventry Building Society
John Trusswell, head of intermediary mortgages, Newcastle Building Society
2.55-3.30 – Networking coffee break