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St Mary’s Stadium, Southampton

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

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Commercial Director
For sponsorship queries
+44 (0)20 3815 3681
jamie.hurst@ae3media.co.uk
@jimmychicken
For event queries
+44 (0) 20 3815 3676
danielle.moore@ae3media.co.uk
@Dani017
For marketing & registration queries
+44 (0)20 3815 3683
lorraine.francisco@ae3media.co.uk
For programme enquiries
+44 (0)20 3815 3671
paula.john@ae3media.co.uk
@paulajohn1
FOR SPONSORSHIP QUERIES
+44 (0)203 815 3680
Oonagh.Sheehan@ae3media.co.uk
@oonagh44
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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