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Our seminar theatre content is carefully crafted to bring you the latest information on a range of topics that are critical either for the further development of your advice provision or in support of your market understanding, enabling you to offer the latest thinking across the market during your client conversations.
We look for broad representation under all topics, so you can hear a range of views from some of our sector’s leading spokespeople.
Our speakers have been selected to offer you the widest views and to further expand the opportunity available to your firm.
Your educational opportunity throughout the day
Specialist is a much-used term in the mortgage industry and me might go as far as to say overused, to the point that you ask what actually is specialist? There are varying definitions from everything the High Street doesn’t do – all the way through to Specialist Property Finance and the commercial elements that brings – with everything else in between. In this session we look to define just what the term means – and more importantly – why.
Speakers:
David Whittaker - CEO, Keystone Property Finance
Tony Hall - Head of Business Development, Saffron for intermediaries
Eloise Hall - Head of National Accounts, Kensington Mortgages
There are more and more borrowers needing the support of specialist lending and as advisers you are perfectly positioned to be able to meet their needs.
Estimations seen in industry press from IMLA have suggested that since the global financial crisis, 3.1 million households who would have been expected to enter homeownership based on previous trends, for one reason or another, have failed to do so. Other research shows that many of those in that category believe their specific situations inhibit them from owning a home when in reality, specialist lending may be able to provide the solution they need.
In this session, we look at the opportunity the market offers advisers to support a significant underserved segment of the UK home owning population.
Presenter:
Emily Hollands - Group Head of Distribution, OSB Group
When markets are changeable and you’re flat-out busy meeting the needs of your clients it can be hard to stay on top of change and the research and assessment taking place across the industry to actually see the opportunity you can harness and therefore, meet more client demand and support your business profitability. This panel discusses just a few of the ways you might make change in your approach and even in your wider business.
Panel Members include:
Russel Anderson - Commercial Director, Paragon Bank
David Rabee - Director, Factored
Hiten Ganatra - Managing Director, Visionary Finance
If failure to prepare is preparing to fail, then having a good understanding of the research undertaken by some of our bigger financial institutions can do a lot of the leg work for you when assessing areas of development and future profitable growth.
Under the newly restructured entity of Shawbrook, now incorporating the brands of The Mortgage Lender and Bluestone Mortgages. The team there has undertaken significant research into their markets and in this session will share their findings across some key areas.
Presenter:
Louise Apollonio - Head of Corporate Accounts, Retail Mortgages, Shawbrook
Presenter:
David Whitaker - CEO, Keystone Property Finance
Presenter:
Nationwide
While the last few years have proved changeable for the mortgage industry in general, none more so than in Buy to Let that has seen change in relation to so many areas that there has been much debate about the future of this segment due to the significant requirements of landlords on many fronts, from the profitability and yield, all the way through to sustainability and EPC changes.
In this session, we explore what today’s landlord looks like, what’s needed to support their future and how portfolio landlords are adapting to survive and thrive. We also look at the other side of the relationship and assess what today’s tenant looks like and what their expectations of the future are.
Speakers:
Jonathan Stinton - Head of Intermediary Relationships
Harsha Dahyea - Chief Commercial Officer, Quantum Mortgages
Louise Ritchie - Key Account Manager, Fleet Mortgages
So, you know the size of the markets in both Buy to Let and the specialist lending market, you could already be supporting your clients in this area or could be just getting started in one, other or both. The success of your time spent in these areas should be measurable, and that time should turn into a tangible growth strategy for you and or your team – but how do you start?
In this final session of the day, we bring you the solutions you need to really make your client support effective and profitable with advice from two highly experienced firms in this area, delivered by two highly experienced and engaging educators in our sector.
Speakers:
Andrew Calder - Corporate Account Manager, Accord Mortgages
Roger Morris - Group Distribution Director, Chetwood Bank
Brought to you through: Simply Biz Mortgages Limited. Registered in England and Wales under company number 04829609, Registered Office. Fintel House, St Andrew's Road, Huddersfield HD1 6NA.
