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St Mary’s Stadium, Southampton

10.00 – 10.55  Registration  sponsored by OneSavings Bank

10.55 Welcome from Mortgage Solutions

Paula John, editor-in-chief, Mortgage Solutions

11.00 – 11.25 Chairman's introduction

Kevin Roberts, director, 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 – 12.25 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

12.25 – 12.55 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 Kevin Roberts, director, 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

12.55 – 13.55 Lunch and networking

13.55 – 14.25 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

14.25 – 15.05  Lender panel:

Paul Kane, senior corporate account manager, NatWest Intermediary Solutions

Julian Marlow, national account manager, Lloyds Banking Group

Jonathan Stinton, corporate relationship manager, Coventry for Intermediaries

John Truswell, head of intermediary mortgages, Newcastle Building Society

15.05 – 15.35 – Networking coffee break

Contact Us

For event queries
Event manager
For event queries
+44 (0)20 3815 3677
danielle.dennis@ae3media.co.uk
@DanielleDennis9
For marketing & registration queries
Marketing Manager
For marketing & registration queries
+44 (0)20 3815 3683
lorraine.francisco@ae3media.co.uk
For programme enquiries
Editor in Chief
For programme enquiries
+44 (0)20 3815 3671
paula.john@ae3media.co.uk
@paulajohn1
FOR SPONSORSHIP QUERIES
Commercial Manager
FOR SPONSORSHIP QUERIES
+44 (0)203 815 3680
Oonagh.Sheehan@ae3media.co.uk
@oonagh44
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 (0)20 3815 3677
danielle.dennis@ae3media.co.uk
@DanielleDennis9
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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