Bringing the mortgage
market into sharper focus

Our free-to-attend mortgage adviser roadshow events deliver knowledge and clarity for intermediaries!

12 September

13 September

19 September

20 September

3 October

4 October

10 October

11 October

17 October

18 October

Call back next summer to book for 2024!

Bringing the mortgage
market into sharper focus

Our free-to-attend mortgage adviser roadshow events deliver knowledge and clarity for intermediaries!

12 September

13 September

19 September

20 September

3 October

4 October

10 October

11 October

17 October

18 October

Call back next summer to book for 2024!

10 Regional Roadshows

Our industry is rapidly changing, with an incredible line-up of mortgage experts we’ve got you covered.

Mortgage Technology
& Innovation

UK Mortgage Trends
& Outlook

Mortgage Regulation
& Compliance

Our free mortgage adviser roadshow events are the highlight of the intermediary event calendar, bringing together the whole market to discuss the future of mortgages. Now in its 15th year, it’s the must-attend event for Directly Authorised and Appointed Representative mortgage advisers with three exciting new venues for 2023 in Bolton, Derby, and Gloucester.

What will you get from an event? It’s about forward-thinking and thought-provoking industry experts sharing their knowledge and encouraging conversation. Use networking time to meet with leading UK mortgage lenders and business partners at our mortgage broker roadshow events. Best of all, delegates participating in Mortgage Vision can claim up to 3.5 CPD hours towards the CII/Personal Finance Society member CPD scheme.

CII SMP combo for web

Claim up to 3.5 CPD hours

Roundtable discussions and networking

Discover new business opportunities

Mortgage industry thought leaders

93% of attendees rated our events very good or above

Lunch included

Thank you to all our sponsors who are supporting Mortgage Vision this year:

Montage of full colour sponsor logos

Speakers

Our expert speakers share their knowledge and valuable insight. Yet again this year we have an impressive line-up of the best industry thought leaders.

Photo of Robert Sinclair

Robert Sinclair

Chief Executive,
Association of Mortgage Intermediaries (AMI)

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Robert helped establish the AMI as an independent entity on 1st February 2012.

Robert joined the former parent trade body, AIFA, in October 2006, initially looking after the Association of Finance Brokers (AFB) and, since 2008, AMI.

He looks after the day-to-day running of AMI and AFB by delivering member information and services, lobbying regulators and policy-makers and developing press relations.

Stacy Penn

Senior Policy Adviser,
Association of Mortgage Intermediaries (AMI)

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Stacy worked as an insurance broker for eight years advising on high-net worth home and motor insurance, before joining AMI in 2019 as a senior policy adviser to increase the organisation’s focus on protection and GI. 

A large part of her role remains focused on GI and protection, including AMI’s annual Viewpoint report, but other key areas include the FCA’s Consumer Duty and the Appointed Representatives regime.

Ian Scarrott

Senior Corporate Account Manager,
OSB Group

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Ian brings a wealth of experience to the role after 20 years working in the financial services sector.

Ian uses the extensive market knowledge he’s gained, as well as his cross-brand expertise of Precise Mortgages, Kent Reliance for Intermediaries and InterBay, to find tailored solutions which help intermediaries and specialist distributors to maximise business opportunities.

As senior corporate account manager, Ian is also responsible for delivering educational and thought leadership presentations. A natural communicator, Ian is never happier than when standing in front of a room full of intermediaries and is passionate about passing on what he’s learnt after two decades working in the industry to make sure they’re armed with the knowledge they need.

After starting his career as a corporate relationship manager with Abbey National in 2002, Ian moved to a well-renowned packager where he worked his way up to a head of sales role. After joining Precise Mortgages as a business development manager, he was promoted to the role of corporate account manager within a year of joining the company, before moving up to the senior corporate account manager position where he’s responsible for looking after its network of larger specialist distributors.

His contributions to the industry saw him named Best Account Manager of the Year at the Dynamo Annual Awards in 2020 and 2021.

Andy Williams

Corporate Account Manager, 
OSB Group

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With a wealth of knowledge built up over nearly 30 years working in the industry, Andy is perfectly placed to support OSB’s corporate accounts and networks, no matter how challenging or unusual a case.

He joined Kent Reliance for Intermediaries as a BDM in 2015 and became a member of the corporate account team in early 2022. As corporate account manager, he’s responsible for maintaining and developing relationships with OSB’s corporate account partners and presenting at events and conferences around the UK. Andy enjoys promoting the solutions offered by OSB Group’s three lending brands and explaining the wide variety of different scenarios and types of business we can help with.

Neil Wyatt

Sales and Marketing Director,
Mortgage Brain

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Neil Wyatt has worked in the mortgage industry for 25 years, gaining experience in developing growth strategy for business. As Sales & Marketing Director at Mortgage Brain, Neil is driven by a mission to make the home ownership process connected, seamless and intuitive for all, and is best known for inspiring the sales and marketing proposition.

Most recently, Neil held the position of Head of Distribution at Platform (The Co-operative Bank) for six years. His previous experience includes Sales Director at Connect Mortgage Group and Head of Corporate Accounts at Mortgages Plc, where he was responsible for creating strategic relationships.

Neil recognises the huge opportunities that technology brings to the mortgage market, and was previously named Development & Innovation Advocate at the 2021 British Mortgage Awards.
Photo of Sharon Marshall

Sharon Marshall

Sales Director Intermediaries,
Mortgage Brain

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As the Sales Director for Intermediaries at Mortgage Brain, Sharon plays a pivotal role in championing Mortgage Brain’s innovative products. She recognises the benefit of providing solutions that streamline the mortgage process for advisers and works closely with corporate customers to understand each company’s specific needs.

Sharon’s passion for the mortgage industry can be traced back to her time at Santander for Intermediaries, where she worked for 23 years rising to the position of National Account Manager. She also worked at Countrywide as Head of Insurance Services before joining Mortgage Brain.

Sharon truly puts the customer at the heart of Mortgage Brain, which is essential to the business’ growth and innovation, helping to further refine and develop solutions to support the work of advisers.

Agenda

Join us at one of our free mortgage adviser roadshow events to find out what factors are influencing our marketplace right now, what new growth opportunities are opening for you, and how you can stay ahead of the market with leading technology.

08:45am – 09:00am

Registration

09:00am – 09:30am

Lender and Business Partner networking

09:30am – 09:40am

Welcome address

09:40am – 10:05am

Economic update – OSB Group

10:05am – 10:55am

Roundtable discussions

10:55am – 11:25am

Coffee & networking

11:25am – 11:50am

Regulatory update – AMI

11:50am – 12:55pm

Roundtable discussions

12:55pm – 1:00pm

Comfort break

1:00pm – 1:25pm

‘The Real Value of Client Data’ – Mortgage Brain

1:25pm – 1:35pm

Closing remarks

1:35pm – 2:00pm

Lunch and networking

08:45am – 09:00am

Registration

09:00am – 09:30am

Lender and Business Partner networking

09:30am – 09:40am

Welcome address

09:40am – 10:05am

Economic update –
OSB Group

10:05am – 10:55am

Roundtable discussions

10:55am – 11:25am

Coffee & networking

11:25am – 11:50am

Regulatory update – AMI

11:50am – 12:55pm

Roundtable discussions

12:55pm – 1:00pm

Comfort break

1:00pm – 1:25pm

‘The Real Value of Client Data’ –
Mortgage Brain

1:25pm – 1:35pm

Closing remarks

1:35pm – 2:00pm

Lunch and networking