Seminar Theatre Agenda

Mortgage Showcase Wales

Our seminar theatre content is carefully crafted to bring you the latest information on a range of topics that are critical either for your client advice or generally to support your market understanding, to enable you to offer the latest thinking across the market in client/adviser conversations.

We look for broad representation under all topics, so you can hear a range of views from some of our sectors leading spokespeople.

Our speakers are in the process pf being confirmed for this region, but the following offers a broad overview of what to expect on the day.

 

9.35 – 10.05 AM

UK economy update with Bank of England

 

What we should expect in coming months and into 2025 and how that is likely to affect inflation and the ongoing cost of living debate.

Stephen Hicks – Agent for Wales, Bank of England

 

10.05 – 10.35 AM

UK housing panel debate

How the economy continues to affect the housing markets and what lenders are doing to support you and your clients.

Emma Graham, Director of Business Development, Hodge
James Chutter, National Account Manager, Leeds Building Society
Jonathan Stinton, Head of Intermediary Relationships, Coventry Building Society

 

10.35 – 11.05 AM

Mid-Morning Break

 

11.05 – 11.40 AM

The AMI and BSA views of the market

In this session, Robert and Paul take us through their relevant Association’s view of the current markets and the topics that they and their teams are working on in support of advisers across the industry. 

It’s a busy time and there have been many column inches offering specific opinion on changes, introductions, and general practice and here Robert and Paul will offer his ‘no holds barred’ thoughts on the elements they are passionate about.

 

Robert Sinclair, Chief Executive, Association for Mortgage intermediaries
Paul Broadhead, Head of Mortgage Policy, Building Societies Association

 

11.40 – 11.55 AM

Technology as an enabler for your business

AI and how the future is already here.

John Reynolds, Chief Financial Officer, Coadjute

 

11.55 – 12.25 PM

Opportunities to diversify your advice proposition

Meeting Consumer Duty expectations, supporting your clients’ growing requirements and all at a time where your advice has never been needed most. We examine how you can further support your business proposition by diversifying for future strength.

Eloise Hall, Head of National Accounts, Kensington Mortgages
Emily Hollands, Group Head of Distribution, OSB Group  
Louise Weiss, National Account Manager, Bank of Ireland

 

12.25 – 1.15 PM

Lunch

 

1.15  – 1.45 PM

Buy to Let Bites Back

After a turbulent tome for landlords where many may still be considering their position and looking to you for support and advice regarding how best to diversify and protect the value in their portfolios, through to how the market is returning to past strengths and most importantly, the opportunities available.

Louise Apollonio, Head of Corporate Accounts, The Mortgage Lender
Roger Morris, Group Distribution Director, Chetwood Financial

 

1.45 – 2.00 PM

How not to fall foul of the fraudsters

With fraud significantly on the increase from highly sophisticated individuals and even groups, hear how you can stay vigilant in spotting those whose intentions are not legitimate and ensure your firm stays safe and your reputation isn’t called into question.

Paul Smith, AVP Mortgage Fraud Strategy at Barclays

 

2.00 – 2.15 PM

Break and sweet treats

 

2.15 – 3.00 PM

Are you meeting the expectations of your clients over 50?

Find out how you can support your clients’ aspirations and strengthen their opportunities as they make their plans for the future. This interactive session features a number of insightful elements that might possibly have you thinking differently about your client bank and whether your business is maximising its opportunities in this strong segment of our community.

This will feature a panel and presentations from our sponsor and invited guests including:

Will Hale, Chief Executive Officer, Key Group
Alistair Morrison, Key Account Manager, Air
Nurlana Kerimli, Senior Business Development Consultant, Air

 

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