Hosted within a secure, online environment, on the 18 September, you will be able to access content and visit sponsor stands directly from your own desktop, laptop, or mobile device.
As with a face-to-face event, administrators will have access to:
- A series of first-class presentations, and panel discussions designed to improve their industry and product knowledge
- Lender sponsors who will demonstrate their fields of expertise, educate the audience on how to get applications ‘right first time’. Each sponsor will have a virtual exhibition booth which delegates will visit. Sponsors will be able to have BDMs available to interact with them online and instant message them. Delegates will also be able to download exclusive factsheets, product information and other relevant literature from each exhibition booth
- A community of their peers. Share, collaborate and make new relationships to further their career
Fighting fraud and inter-generational lending
The 2019 event programme will be delivered via pre-recorded videos, and include a presentation from Aldermore’s national sales manager, Matt McCullough from 14.00 to 14.20 on the day about the changing lending into retirement market.
McCullough will explain that meeting the financial needs of older people is one of the most significant challenges facing the financial services industry today. This session will be an introduction to the sector and its potential challenges.
He will assess the client base and its potential vulnerability, the product options, the implications on tax credits and explore the changes we will expect to see in product availability and product innovation, or distribution.
Shortly afterwards, from 15.00 to 15.20, Phil Quinn, national account manager at Pepper Money will arm attendees with the tools to fight fraud with his five ‘golden rules’. From double-checking income figures against a stated profession to scrutinising partner businesses, including conveyancers and introducers, Quinn will help administrators on the frontline to protect their firms from fraud prosecutions.
Right first time
Other sessions will include Chris Pearson, head of intermediary mortgages at HSBC with his thoughts on the changing product and advice framework in the mortgage intermediary space, OneSavings Bank’s Dawn Mirfin offering the inside view from an experienced underwriter on how to get applications right first time.
Jeremy Duncombe, director of intermediary distribution at Accord Mortgages will be offering help on how to create a professional, memorable and valuable experience for the mortgage broker’s customer, instilling confidence that they are being looked after. His presentation will also offer help on effectively dealing with customers when the process hits delays, disappointments or frustrations.
And finally, in the 12.30 to 12.50pm slot Chris Croft from Chris Croft Training will outline a range of communication and time management skills to help keep control of your daily tasks, prioritise and have more effective meetings.
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