Delegates participating in Mortgage Vision can claim up to 3.5 CPD hours towards the CII/Personal Finance Society member CPD scheme. You can find our CPD Learning Objectives below.
Session Title: What has Consumer Duty changed and what comes next?
Overview: The Association of Mortgage Intermediaries (AMI) is a regulatory and lobbying trade body that represents mortgage intermediary firms. AMI exists to represent member firms’ interests and to deliver a better business environment for them. Our main objective is to promote the provision of good advice as an essential part of a healthy market for mortgages.
Learning Outcomes
By the end of the session, delegates will be able to:
Session title: The real value of client data
Overview: This session will focus on ensuring your office systems and client banks are supporting a genuine single use of data, enabling better use of mortgage research tools and how various provider/supplier integrations play a key role in maximising efficiencies and opportunities for mortgage advisers. The discussion will include how mortgage research tools – such as criteria and product sourcing systems – are evolving across product pricing, affordability, criteria and property research. It will dispel the myths around the benefit and value integrations with mortgage lenders and look at how to maximise the use of data to get real operational efficiencies across the entire customer journey. And is ChatGPT the answer to everything?
Learning Outcomes
By the end of the session, delegates will be able to:
Session title: UK mortgage market 2023: headwinds and tailwinds
Overview: OneSavings Bank Group will deliver this presentation on behalf of Kent Reliance for Intermediaries and Precise Mortgages.
The UK mortgage market and wider economy present challenges but also huge opportunities. This presentation will provide an overview of the mortgage market and how the current challenges in this economy are impacting the industry. It will also give an update on the wider current economic situation and what the future may hold.
Brokers are the centre of OSB’s business and in this diverse and challenging landscape are more vital now than ever before. This presentation will discuss how the economy and mortgage market are impacting brokers but also how they can maximise opportunities by working alongside specialist lenders.
Learning outcomes
By the end of the session, delegates will be able to:
Alternative options for first-time buyers
Buckinghamshire Building Society will be taking a look at the range of options available for first-time buyers to get a foothold on the property ladder.
Right now, saving a deposit for a first home is harder than ever, so what schemes are available for purchasers with a small deposit – or even no deposit at all?
Learning outcomes
By the end of the session, delegates will be able to:
Supporting intermediaries in 2023 and beyond
Coventry will explain how brokers can overcome the various challenges in the market, through the value of quality advice and clear regular communication tailored to their client base.
The lender will discuss how it can support challenges around affordability by highlighting the changes made to its first-time buyer proposition and other clients impacted by this including those with upcoming rates that are maturing. Coventry will also discuss how brokers can look to increase their conversion rates with existing clients
Learning outcomes
Following the session, attendees should be able to:
Later life lending and alternatives to equity release
In this session, Family Building Society will look at later life lending and how it can help clients utilise their pensions, SIPPs, SSAS and investments to increase their borrowing ability.
This may be to move home, carry out home improvements, or remain in their current home amongst other scenarios. Discover how The Family Building Society can provide an alternative to equity release.
Learning outcomes
By the end of the session, delegates will be able to:
How a specialist packager can help brokers with their problematic cases
Fluent Partners, part of the Fluent Money Group, is the UK’s largest specialist broker and a multi-award winning business.
Its range of products includes secured loans, mortgages (both residential and buy to let), equity release and bridging.
Fluent has an excellent reputation and relationships with lenders which it uses to deliver the best possible outcome for brokers and their clients.
It delivers a strong message to the intermediary sector via field-based account managers and its team of internal business development officers, championing the use of specialist lending products.
Learning outcomes
By the end of the session, delegates will be able to:
Complex income solutions from employment to retirement
Hodge Bank has been a key lender for over 50 years and in recent years has developed its specialist propositions to include holiday lets and professional mortgage products in addition to its residential mortgages for the 50+.
Hodge supports customers with complex income from employment through to retirement and offers innovation to its key markets.
Learning outcomes
By the end of the session, delegates will be able to:
Adverse and affordability solutions
Whatever lending challenges you’re facing, Precise Mortgages and Kent Reliance for Intermediaries (part of the OSB Group) have a range of solutions that can help.
The lenders understand the challenges and complexities of cases that fall outside of mainstream lenders’ criteria and are focused on delivering solutions. Not only for complex residential cases but also for buy to let. As the demand for specialist lending is growing day-by-day, Precise and Kent Reliance are here to help.
This educational session will give an overview of how both lenders can provide answers in an increasingly complex market, alongside the challenges that the cost of living rises and aftermath of the pandemic have presented many customers with.
The lenders will demonstrate how to identify solutions for a number of customer profiles, such as:
By offering a diverse range of award-winning products and dynamic solutions, Precise and Kent Reliance can help where other high street lenders can’t, supporting your customers in getting the loan they need as quickly as possible.
Learning outcomes
Delegates will take away:
Integrating general insurance into your business
Exploring the world of general insurance and how it can seamlessly integrate into a broker’s practice, embedding value into the business whilst protecting clients’ interests.
Paymentshield will also demonstrate how its partnership with CRM Brain can support brokers by using cutting-edge technology.
Learning outcomes
By the end of the session, delegates will be able to:
Protection hot topics
Join Royal London as they look at some of the hottest protection topics and share some practical tips to help you deliver good outcomes for customers.
Learning outcomes:
Supporting you and your clients
Santander’s purpose is to help people and businesses prosper. Through the Santander for Intermediaries brand, we’ve supported mortgage intermediaries for over 30 years.
Learning outcomes:
The challenges facing first-time buyers in today’s housing market
Skipton Building Society has been helping people get into homes since 1853 and today the majority of its lending is done through intermediaries.
Its core focus is helping people save money and providing finance to help them achieve their aspiration of owning their own home.
Learning outcomes
By the end of the session, delegates will be able to:
Protection: Why do I have to jump through hurdles to stay on track?
Do you give clients an idea of the cost of protection before getting their full health details?
Do you spend time speaking to underwriting helplines to try to source cover?
This session will help advisers have realistic conversations with clients who have health issues, and in line with Consumer Duty, demonstrate extensive research whilst also saving time.
Learning outcomes
By the end of the session delegates will be able to:
Delegates participating in Mortgage Vision can claim up to 3.5 CPD hours towards the CII/Personal Finance Society member CPD scheme. You can find our CPD Learning Objectives below.
Session Title: What has Consumer Duty changed and what comes next?
Overview: The Association of Mortgage Intermediaries (AMI) is a regulatory and lobbying trade body that represents mortgage intermediary firms. AMI exists to represent member firms’ interests and to deliver a better business environment for them. Our main objective is to promote the provision of good advice as an essential part of a healthy market for mortgages.
Learning Outcomes
By the end of the session, delegates will be able to:
Session title: The real value of client data
Overview: This session will focus on how ensuring your office systems and client banks are supporting a genuine single use of data, enabling better use of mortgage research tools like product and criteria sourcing and various provider/supplier integrations – all which will play a key role in maximising efficiencies and opportunities for mortgage advisers. Discussion will include how mortgage research tools are evolving across product pricing, affordability, criteria and property research. Dispelling the myths around the benefit and value integrations with mortgage lenders. How to maximise the use of data to get real operational efficiencies across the entire customer journey. And is ChatGPT the answer to everything?
Learning Outcomes
By the end of the session, delegates will be able to:
Session title: UK mortgage market 2023: headwinds and tailwinds
Overview: OneSavings Bank Group will deliver this presentation on behalf of Kent Reliance for Intermediaries and Precise Mortgages.
The UK mortgage market and wider economy present challenges but also huge opportunities. This presentation will provide an overview of the mortgage market and how the current challenges in this economy are impacting the industry. It will also give an update on the wider current economic situation and what the future may hold.
Brokers are the centre of OSB’s business and in this diverse and challenging landscape are more vital now than ever before. This presentation will discuss how the economy and mortgage market are impacting brokers but also how they can maximise opportunities by working alongside specialist lenders.
Learning outcomes:
By the end of the session, delegates will be able to:
Alternative options for first-time buyers
Buckinghamshire Building Society will be taking a look at the range of options available for first-time buyers to get a foothold on the property ladder.
Right now, saving a deposit for a first home is harder than ever, so what schemes are available for purchasers with a small deposit – or even no deposit at all?
Learning outcomes
By the end of the session, delegates will be able to:
Supporting intermediaries in 2023 and beyond
Coventry will explain how brokers can overcome the various challenges in the market, through the value of quality advice and clear regular communication tailored to their client base.
The lender will discuss how it can support challenges around affordability by highlighting the changes made to its first-time buyer proposition and other clients impacted by this including those with upcoming rates that are maturing. Coventry will also discuss how brokers can look to increase their conversion rates with existing clients.
Learning outcomes
Following the session, attendees should be able to:
Later life lending and alternatives to equity release
In this session, Family Building Society will look at later life lending and how it can help clients utilise their pensions, SIPPs, SSAS and investments to increase their borrowing ability.
This may be to move home, carry out home improvements, or remain in their current home amongst other scenarios. Discover how The Family Building Society can provide an alternative to equity release.
Learning outcomes
By the end of the session, delegates will be able to:
How a specialist packager can help brokers with their problematic cases
Fluent Partners, part of the Fluent Money Group, is the UK’s largest specialist broker and a multi-award winning business.
Its range of products includes secured loans, mortgages (both residential and buy to let), equity release and bridging.
Fluent has an excellent reputation and relationships with lenders which it uses to deliver the best possible outcome for brokers and their clients.
It delivers a strong message to the intermediary sector via field-based account managers and its team of internal business development officers, championing the use of specialist lending products.
Learning outcomes
By the end of the session, delegates will be able to:
Complex income solutions from employment to retirement
Hodge Bank has been a key lender for over 50 years and in recent years has developed its specialist propositions to include holiday lets and professional mortgage products in addition to its residential mortgages for the 50+.
Hodge supports customers with complex income from employment through to retirement and offers innovation to its key markets.
Learning outcomes
By the end of the session, delegates will be able to:
Adverse and affordability solutions
Whatever lending challenges you’re facing, Precise Mortgages and Kent Reliance for Intermediaries (part of the OSB Group) have a range of solutions that can help.
The lenders understand the challenges and complexities of cases that fall outside of mainstream lenders’ criteria and are focused on delivering solutions. Not only for complex residential cases but also for buy to let. As the demand for specialist lending is growing day-by-day, Precise and Kent Reliance are here to help.
This educational session will give an overview of how both lenders can provide answers in an increasingly complex market, alongside the challenges that the cost of living rises and aftermath of the pandemic have presented many customers with.
The lenders will demonstrate how to identify solutions for a number of customer profiles, such as:
By offering a diverse range of award-winning products and dynamic solutions, Precise and Kent Reliance can help where other high street lenders can’t, supporting your customers in getting the loan they need as quickly as possible.
Learning outcomes
Delegates will take away:
Integrating general insurance into your business
Exploring the world of general insurance and how it can seamlessly integrate into a broker’s practice, embedding value into the business whilst protecting clients’ interests.
Paymentshield will also demonstrate how its partnership with CRM Brain can support brokers by using cutting-edge technology.
Learning outcomes
By the end of the session, delegates will be able to:
Protection hot topics
Join Royal London as they look at some of the hottest protection topics and share some practical tips to help you deliver good outcomes for customers.
Learning outcomes:
Supporting you and your clients
Santander’s purpose is to help people and businesses prosper. Through the Santander for Intermediaries brand, we’ve supported mortgage intermediaries for over 30 years.
Learning outcomes:
The challenges facing first-time buyers in today’s housing market
Skipton Building Society has been helping people get into homes since 1853 and today the majority of its lending is done through intermediaries.
Its core focus is helping people save money and providing finance to help them achieve their aspiration of owning their own home.
Learning outcomes
By the end of the session, delegates will be able to:
Protection: Why do I have to jump through hurdles to stay on track?
Do you give clients an idea of the cost of protection before getting their full health details?
Do you spend time speaking to underwriting helplines to try to source cover?
This session will help advisers have realistic conversations with clients who have health issues, and in line with Consumer Duty, demonstrate extensive research whilst also saving time.
Learning outcomes
By the end of the session delegates will be able to:
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