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Product transfer masterclass at next month’s TMPE

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  • 25/10/2019
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Product transfer masterclass at next month’s TMPE
This year’s Mortgage and Protection Event (TMPE) includes a focus on product transfers to equip advisers with all the knowledge they need to make the most of the sector.

 

Richard Merrett (pictured), managing director of largemortgageloans.com, will hold a seminar on the topic, discussing how advisers can ensure the best outcome for customers and what they need to do to appropriate and transact them efficiently. 

 

TMPE will take place from 6 to 13 November, and the programme also includes: 

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 advisers to tailor protection advice to every customer’s needs, every time. 

Q&A chaired by Kevin Roberts, director of Legal & General Mortgage Club 

Mark Graves, CEO, Auxilium Partnership 

Gareth Herbert, sales director, Mortgage Advice Bureau 

Martin Reynolds, chief executive, SimplyBiz Mortgages 

 

Lender panel 

Jonathan Buckle, national account manager, Lloyds Banking Group 

Andy Ingham, corporate account manager, NatWest Intermediary Solutions 

Jonathan Stinton, corporate relationship manager, Coventry for Intermediaries 

John Trusswell, head of intermediary mortgages, Newcastle Building Society 

 

Venue and dates:

The Mortgage and Protection Event will take place at: 

6 November – Etihad Stadium, Manchester 

7 November – Cranmore Park, Birmingham 

12 November – Allianz Park, London 

13 November – St. Mary’s Stadium, Southampton 

For more information visit: 

https://www.mortgagesolutions.co.uk/events/mortgage-protection-event/?pfat=39c68792ef044ee286cb61726f7e2ed3 

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