Seminar Programme
Day 1 |
AMI / IMLA Theatre |
10.30. The economy, housing and mortgage market - what happens next? Robert Gardner - Nationwide A view from a leading economist on what the likely impacts are on interest rates, government interventions, lender appetites and the regional variations in supply and demand. 11.45 Lender Panel Richard Tugwell - Virgin A panel of lenders will answer questions from the floor and debate issues such as, the impact of the new government schemes, what quality is really all about, why protection must remain at the front of adviser's minds even as we get busier, why DA or AR is about what works for you and what brokers need to do to win in 2014. 1.30 The Social Revolution Andrew Montlake - Coreco Two early adopters will explain to brokers the importance of and how to embrace the Facebook society. – How firms can apply social media and how to avoid falling foul of the regulators. 2.45 The FCA - MMR and how implementation will shape the new market. Linda Woodall - FCA What has been learned from the readiness tracking to date? What smaller firms need to do to be ready and the learning to date? |
IFA Centre Theatre |
10.30am – 11.30am How to think about and use Structured Investment Products Andrew Savill - Gilliat Financial Solutions It's easy to dismiss Structured Products when press coverage is so 'one sided'. We will look at exactly what they are, and how they can be used in client portfolios to great advantage. 11.45am – 12.45pm Outsourcing and Insourcing: making sense of the market Roger Perry - Defaqto What's the best route for my clients and my business, and what factors do I need to consider to make my choice work successfully and profitably?? 1.30pm – 2.30pm Equity Release: Field of Dreams or Nightmare on Elm St? Vicky McDaid - Just Retirement Often presented as an opportunity it is important to understand the relevant regulatory and local authority rules to ensure good outcomes for your clients 2.45pm – 3.45pm RDR: the first six months – how was it for you? Esrar Moitra - Optima RS The FCA has provided signposts for firms regarding status disclosure and adviser charging – learn from good and poor practice and improve your client communications. |
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MAB Protection & Specialist Lending Theatre |
10.30am – 11.30am Pride in protection David Bedlow - Mortgage Advice Bureau Mortgage Advice Bureau's Head of Learning & Development, David Bedlow, presents the most powerful hints and tips from the most successful protection sales advisers, and discusses the importance of ensuring protection remains a priority, especially with the mortgage market getting ever more buoyant 11.45am – 12.45pm Deadline To Breadline Legal & General's second Deadline to the Breadline Report shows that, on average, people in the UK could be on the breadline in just 18 days if they suffered a critical illness, injury or the death of the main breadwinner - worse than our 2012 findings. We can help you show your clients how long they have until they could be on the breadline so you can help them do something to change it now. 1.30pm – 2.30pm Price is what you pay, value is what you receive Jamie Page - Friends Life You and your customer deserve more when it matters. Jamie Page National Account Development Manager from Friends Life will highlight the benefits of menu based providers and the advantage of a fully protected mortgage for you, your customers and the discounts offered. The key USP to all products is you the adviser and having the ability to discuss the value added benefits and features is key for ongoing repeat business. Ever thought about Trust?? for that extra added value service, this session will also cover simple easy ways to write your business in Trust. 2.45pm – 3.45pm Trusts and the 'Good Parent Portfolio' Peter Fox - Bright Grey Interested in selling more protection and keeping your clients for longer? Bright Grey's Good Parent Portfolio may give you the ideas you need to do just that. The presentation will focus on a holistic approach to protection that opens up new and very relevant routes to protection through wills, trusts and guardianship agreements. It covers all the factors people should consider when protecting themselves and their families and allows the cover the client buys to do what it's intended to do, protect the family, with no nasty surprises. To help you implement this holistic approach we'll provide a range of support that makes it easy to do, we'll even guide you through a process that can help you make the most of the business opportunities trusts bring. Engaging clients and keeping them for longer has never been more important. The Good Parent Portfolio locks clients into your advice, opening up even more opportunities to sell additional financial products in the future. Interested? Then join Bright Grey at this year's Financial Service Expo. |
Day 2 |
AMI / IMLA Theatre |
10.30. Broker Panel John Cupis - Sesame PMS A panel of brokers will answer questions from the floor and debate issues such as, the impact of the new government schemes, what quality is really all about, why protection must remain at the front of adviser's minds even as we get busier, why DA or AR is about what works for you and what brokers need to do to win in 2014. 11.45 Technology Mark Lofthouse - MortgageBrain Two industry stalwarts will advise intermediaries on the most relevant modern marketing techniques and the need for the right profile with your customer base. "What technology can do for you?" – Looking at lead generation, web-site, sourcing, data mining and record keeping - how to match your IT solutions with your business. 1.30. Lender Panel David Finlay - Woolwich A group of the heads of business at the leading intermediary lenders will answer questions from the floor, together with responding to the Chairman's challenges on lending appetite, MMR changes, government initiatives, quality measures, panel removal and what 2014 might look like. 2.45. The FCA - The impacts of new regulation – The European Mortgage Directive and Consumer Credit Lynda Blackwell - FCA The policy team at the FCA will talk about the challenges facing them with the arrival of the European Mortgage Directive, the issues with meshing this with the transfer of consumer credit from the OFT, with the MMR still to reach implementation. What is their vision for the future of borrowing in the UK? |
IFA Centre Theatre |
10.30am – 11.30am Alpha: The Holy Grail and will we ever find it? Sam Liddle - Albemarle Street Partners Increasing emphasis on the role of index investing has challenged traditional approaches to active investing and fund selection – is it time for a re-think? 11.45am – 12.45pm Auto Enrolment: Am I Bovvered? Adrian Sims - NEST Whether you advise businesses or individuals on pensions, investments, protection or mortgages, almost every employee in the UK will want your advice on what to do – be prepared! 1.30pm – 2.30pm Buy to Let: What's in store for 2014? David Whittaker - Mortgages for Business 2013 has been a fantastic year for brokers placing buy to let mortgages but what will 2014 look like? David looks at the opportunities and pitfalls for brokers wishing to improve their knowledge and business in this growing sector. 2.45pm – 3.45pm RDR: what's that? Gill Cardy - IFA Centre Independent, Restricted, Adviser Charging and Professionalism – a review of recent research which offers priceless insight into the client's understanding of our world. |
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MAB Protection & Specialist Lending Theatre |
10.30am – 11.30am Pride in protection David Bedlow - Mortgage Advice Bureau Mortgage Advice Bureau's Head of Learning & Development, David Bedlow, presents the most powerful hints and tips from the most successful protection sales advisers, and discusses the importance of ensuring protection remains a priority, especially with the mortgage market getting ever more buoyant 11.45am – 12.45pm Specialist Lending in the UK and its importance to the recovery of the UK Housing Market Rob Jupp - Brightstar Financial Rob Jupp, Chief Executive of Brightstar will speak about the chronology of the rise, explosion, destruction and slow recovery of specialist lending political and social consequences of a 'vanilla only' mortgage market, the opportunities for intermediaries in 2013 from specialist lending and the likely 'growth' spots and challenges to the 'return to normality.' 1.30pm – 2.30pm Price is what you pay, value is what you receive Jamie Page - Friends Life You and your customer deserve more when it matters. Jamie Page National Account Development Manager from Friends Life will highlight the benefits of menu based providers and the advantage of a fully protected mortgage for you, your customers and the discounts offered. The key USP to all products is you the adviser and having the ability to discuss the value added benefits and features is key for ongoing repeat business. Ever thought about Trust?? for that extra added value service, this session will also cover simple easy ways to write your business in Trust. 2.45pm – 3.45pm Deadline To Breadline Legal & General's second Deadline to the Breadline Report shows that, on average, people in the UK could be on the breadline in just 18 days if they suffered a critical illness, injury or the death of the main breadwinner - worse than our 2012 findings. We can help you show your clients how long they have until they could be on the breadline so you can help them do something to change it now |
