Delegates participating in Mortgage Vision can claim up to 3.75 CPD hours towards the CII/Personal Finance Society member CPD scheme. You can find our CPD Learning Objectives below.
Closing the protection gap: turning insight into action
AMI’s Protection Viewpoint research highlights a clear gap between adviser intent and client understanding.
While protection is often discussed, this information is not always retained by clients. Drawing on AMI research alongside insights from the FCA’s Pure Protection Market Study, this session will examine the scale of the protection gap, what it reveals about both adviser and consumer behaviour and explore how protection can be more effectively integrated into the mortgage advice journey.
AMI will outline the practical steps they take to support advisers in addressing this challenge, alongside how they are continuing to support its members as evolving regulation, advancing technology and changing consumer expectations continue to reshape the mortgage landscape.
Learning outcomes
By attending this session, delegates will:
All together better
Coventry’s session will explore how lenders and intermediaries can strengthen collaboration to deliver better outcomes for clients in an evolving mortgage market.
The session revisits the purpose and structure of building societies, highlighting how their ownership model and funding approach differentiate them from banks, and why this matters to brokers and customers. It reinforces the value chain between lenders, intermediaries, and clients, underlining the importance of advice and trust.
They will examine changing customer expectations, the role of technology such as AI and execution-only models, and the ongoing debate around what problems these innovations are solving. As well as the impact of pricing strategies, including dual pricing, and the balance between efficiency and risk.
Finally, the presentation will explore how intermediaries can stand out in a competitive market, demonstrate value beyond rate, and prepare for future opportunities, particularly in remortgage and product transfer activity.
Learning outcomes
By attending this session, delegates will:
The evolving mortgage market: diversification, opportunity and the future of advice
The UK mortgage market is undergoing a period of significant transformation. Against a backdrop of economic uncertainty, changing borrower needs and regulatory evolution, mortgage brokers are increasingly expanding beyond traditional residential lending into more complex sectors including buy-to-let, bridging finance and commercial mortgages.
This presentation will explore the current state of the UK mortgage market, highlighting key trends, challenges and opportunities shaping the intermediary sector. It will examine how brokers are diversifying their propositions to meet changing customer demand and create new revenue streams, whilst navigating an increasingly complex lending landscape.
Looking ahead, the session will consider the future role of the mortgage adviser and the growing influence of technology, data and management information (MI). From enhanced customer journeys and operational efficiency to smarter decision-making and deeper market insights, we’ll explore how technology-enabled businesses are positioning themselves for future success whilst retaining the value of trusted human advice.
Learning outcomes
By attending this session, delegates will:
People, performance and pressure: what do the latest stats tell us?
The mortgage industry faces evolving customer expectations, economic uncertainty and increasing performance demands. Yet behind every application, completion and business target are people.
In this engaging session, a representative from Mortgage Industry Mental Health Charter (MIMHC) will unveil the findings of its 2026 Mortgage Industry Wellbeing Survey, providing an insight into the experiences, challenges and aspirations of professionals working across the sector.
Drawing on responses from advisers, lenders, distributors, networks and support teams, the presentation will highlight the latest trends in mental health, wellbeing, resilience, leadership and workplace culture. Delegates will gain an understanding of how the industry’s wellbeing landscape has evolved, where progress has been made and where further action is required.
Importantly, attendees will leave with practical, evidence-based ideas that can be implemented immediately to improve wellbeing, strengthen engagement and support sustainable business performance.
Learning objectives
By attending this session, delegates will:
Overcoming affordability barriers
This session explores the Bank of Ireland’s comprehensive product range designed to support mortgage brokers and their clients in overcoming affordability barriers. The lender will showcase innovative solutions and practical tools that help address complex income scenarios, improve client outcomes, and unlock more lending opportunities. Whether you’re navigating tighter budgets or supporting underserved segments, this session will provide valuable insights and strategies to help you deliver smarter, more inclusive mortgage advice in today’s challenging affordability landscape.
Learning outcomes:
By the end of the session, delegates will be able to:
Crafting solutions for first-time buyers and customers with challenging credit histories
The session will be split into two parts; the first is aimed at how parents can help their children onto the housing ladder without handing over large cash gifts, and the second part focuses on rebuilding after a big life event and supporting your client’s homeownership journey. We will be covering:
Learning outcomes:
By the end of the session, delegates will be able to:
Simplifying options for landlords and opportunities for growth
The session will focus on how the buy-to-let market continues to evolve, and the options now available for landlords to invest in property. It will include a summary of the opportunities available to intermediaries for the rest of this year and into next, and how lenders are supporting advisers to grow their business. We will be covering:
Learning outcomes:
By the end of the session, delegates will be able to:
Embracing the distinct needs of later life borrowers: how flexible criteria can address multiple circumstances
This presentation looks at how the industry can better support the growing number of older borrowers with flexible mortgage options that suit their unique needs. It covers key trends like the rise of intergenerational lending through the “bank of family” and how people are borrowing well into retirement. You’ll learn how manual underwriting and a common-sense approach can make a real difference, especially for clients with varied income sources. With real-life case studies and practical tips, the session shows how advisers can build confidence, clear up common myths, and help clients find the right solutions later in life.
Learning outcomes:
By the end of the session, delegates will be able to:
The buy-to-let landscape in 2025
As with any mortgage lending sector, there are both challenges and opportunities in the current buy-to-let space. This session will briefly run through the last 12 months and discuss some of the changes we have seen impact the buy-to-let market during this time. Then it will focus on the current landscape and the opportunities for both investors and advisers.
Learning outcomes:
By the end of the session, delegates will be able to:
Having better protection conversations
Make your conversations with customers easier, more natural, and more impactful – so that you can protect more families and deliver the best possible outcomes
Learning objectives:
A guide to HMO lending
With the ever-changing landscape of the buy-to-let market, landlords are diversifying their portfolios to include higher-yielding properties such as HMOs.
Keystone’s experienced business development manager will help brokers understand how to support landlord clients in navigating licensing and planning requirements.
Learning outcomes:
By the end of the session, you will:
Supporting first-time buyers with Newcastle for Intermediaries
This session will cover Newcastle’s proposition, criteria and service to support your first-time buyers, highlighting the following areas:
Learning outcomes:
By the end of the session, delegates will be able to:
Alternative specialist lending opportunities from Precise and Kent Reliance for Intermediaries
When lending is broadly down, there are alternative opportunities in the specialist mortgage market. Not only can they offer solutions for your clients, they also allow you to diversify your business.
As leading specialist lenders, Precise and Kent Reliance for Intermediaries aim to provide solutions for complex cases. They will demonstrate how they can help and provide information on complex lending, so you can say yes to more clients.
By offering a diverse range of award-winning products and dynamic solutions, the lenders aim to help where others can’t, supporting your customers to get the loan they need as quickly as possible.
Learning outcomes:
By the end of the session, delegates will:
Just-off-high-street customers? Why Pepper Money should be your first choice
Pepper Money will uncover the opportunities of the growing cohort of customers who are just-off-high-street. Credit scoring models of mainstream lenders can often see customers declined, but their journey doesn’t have to stop there. Pepper will uncover the customers you could help by utilising specialist lending, and in turn provide business growth opportunities for you. The lender will break down long-held misconceptions of the market, including how difficult it is (or isn’t) to submit a specialist application, and the breadth of dedicated support available to you.
Learning outcomes:
By the end of the session, delegates will be able to:
Helping first-time buyers get on the property ladder
Skipton Building Society has been helping people have their own home since 1853, and as a modern mutual, continues to support intermediaries in finding lending solutions for their clients. First-time buyers are finding it tougher than ever to get on the property ladder, and the lender expects this challenge to increase as customer needs become more complex and the market continues to evolve.
Learning outcomes:
By the end of our session, delegates will:
Expanding your reach: new opportunities in underserved and overlooked segments
Join The Exeter as it explores the untapped potential of underserved markets – segments often overlooked yet rich with opportunity. This session will provide you with the insights and tools needed to better understand these segments, build trust, and grow your client base through inclusive and impactful strategies. The Exeter will also look to challenge the normal protection narrative to help support changing demographics and behaviours.
Learning outcomes:
By the end of this session, you will:
Navigating specialist mortgages in today’s market
The session will focus on the Residential and BTL specialist mortgage markets, in addition to an overall update and providing solutions to help home ownership
Learning Outcomes:
By the end of the session, delegates will be able to:
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