Agenda
10.00 - 10.45 Fleet Mortgages Mark Whitear
Fleet Mortgages launched in December 2014 and currently focuses on the buy-to-let market offering mortgages to professional landlords, as well as limited companies and those seeking finance for Houses in Multiple Occupation (HMOs) – We will provide a short insight into who we are, how we can help your clients with buy-to-let and our plans for the future.
10.45 - 11.30 Source Insurance Ltd Lee Denton
Highlighting the opportunities and potential that exist within the buy to let market. Identify how, using general insurance products as a lever, you can maximise those opportunities, access a new and future client bank, and build a valuable long term income stream.
15 Minute Break
11.45 -12.30 Santander for Intermediaries Philip Heanly
An introduction to Santander for Intermediaries where we aim to give you hints and tips for service to allow your mortgage applications with us to go through smoothly. Topics will include affordability, submitting applications, top tips for service and Buy to Let.
12.30 – 13.15 Iress - Tri Gold Matt Harrison
IRESS- A hints and tips session on Trigold Prospector designed to help you make the most out of your mortgage sourcing tool. We will also be giving you a demo of the new online version as well as an insight into the very exciting roadmap we have planned.
Lunch
13.30 – 14.15 Schroders Investment Management Kourosh Eslami
We will be covering the Schroders Navigator, which aims to provide an economic and market review. The presentation is designed to help increase your understanding of a number of key issues relating to the global economy and market prospects:
- Progress since the global financial crisis
- Global divergence
- Impact of lower oil price
- Outlook for the US, Eurozone, UK, Japan and Emerging Markets
14.15 – 15.00 Royal London Pensions Carl Bradford (Scottish Life)
I’d like to take a look into the “At Retirement” market and an alternative to investing in Equity Income funds for clients taking an income. I’d also like to take a tour around our new online At Retirement cash flow planner and its varies sales and compliance usage. I’ll also cover the difference between Capped and the new Flexible access drawdown.
Attendance at these meetings counts towards your CPD.
- If you have any questions.
- If you cannot attend all or part of meeting.
- Wish to suggest extra subjects for discussion.
Please contact Peter Welsh on 07789 446798 or peter@julianharris.net
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