The Mortgage & Protection Event 2015 - Warwick
Time and date:
16 November 2015
8.45 AM to 16 November 2015
2.35 PM
Location: Warwick
Organiser: Mortgage Solutions
Website: Click here
The programme is designed to help you understand the key dynamics of the market, identify ways of increasing your income and to build greater value in your business.
08:45-09:45
Registration opens: breakfast and networking
09:45-10:00
Chairman's welcome address
10:00-10:40
Plenary session one: Back to basics - client management
How do you better engage with your clients? Top tips on how you can help more customers, whether that be with:
- Remortgaging to the most suitable product
- Ensuring they have adequate insurance
- Exploring their options if they have an interest-only mortgage
- Helping their kids to become first-time buyers
- Using the Help to Buy scheme
Gareth Herbert, sales director, Mortgage Advice Bureau
10:40-11:15
Plenary session two: Growth areas - opportunities in the specialist sector
A raft of new lenders are joining a handful of existing players in bringing to market products aimed at a range of long-neglected borrowers, from the self-employed to second charge, credit averse and older borrowers, as well as buy-to-let. Most of these types of borrowers need guidance from an adviser. Who are these lenders and what are they offering your potential clients that’s unavailable on the high street?
Chris Bramham, director of mortgages and buy to let, Brightstar Financial
11:15-11:50
Coffee break and networking
11:55-12:20
Plenary session three: Protection: The Jamie Oliver approach - looking after your clients made easy
How to close the protection gap in 15 mins, with minimum effort, maximum simplicity and multiple benefit to you and, more importantly, your clients. Here’s how you do it.
David Smith, UK distribution sales, iPipeline
12:20-13:00
Plenary sessions four: The European Mortgage Credit Directive - everything you need to know
Presentation - speaker to be confirmed (20 minutes)
Panel discussion (20 minutes)
13:00-13:30
Plenary session five: Lender panel
Your chance to grill the lenders
13:30-13:35
Chairman's closing summary
13:35-14:35
Lunch and networking
