Sponsored by
and 
Our agenda for the day covers a range of topical matters, identified by advisers as the subject matter they would like to know more about, in support of their business as well as help it to develop to the next level.
There has been much change in the markets over the last twelve months and doubtless more to come in the next, and in all of today’s sessions, we look to explore the here and now, as well as looking towards the future, to identify what might be coming down the tracks, how you can avoid the pitfalls and make the most of opportunity as it presents itself.
Supported by a cast of industry leaders, we feel sure your time will be well spent in listening to what’s discussed across each session – obviously with the opportunity of asking your pertinent questions of those offering their views.
This session looks at all the data and detail the Rightmove platform and the mechanics behind it, are currently offering, to give a strong understanding of the current markets and equally importantly, client behaviour in the search for and ultimate purchase of properties in the region.
Daniel Morgan, Enterprise Accounts Director at Rightmove Data Services,
We gather senior lender specialists to assess quite where we are after much optimism that 2026 would be a much steadier year, for it only to take quite a different turn following military action in The Gulf.
We will ask our panel members to review their own organisations approach and to offer their expectation of where they see products and rates moving in coming months generally but specifically how they intend to support the intermediary market in meeting client requirements.
Siobhan Moran, Corporate Account Manager, HSBC
Peter Caldicott, Key Account Manager, Principality Building Society
Ben Williams, Corporate Account Manager, Coventry for intermediaries
Andrew Calder, Strategic Partnerships and Propositions Manager, Accord Mortgages
First-time buyers remain central to the health of the housing market, yet many still don’t believe homeownership is within reach. Paul Broadhead (Building Societies Association) and Steph Charman (Association of Mortgage Intermediaries) draw on the latest Think Again! research and wider sector insights to explore how brokers can play a pivotal role in changing that perception.
It highlights the breadth of building society lending solutions, which are often overlooked, the critical value of advice in navigating increasingly complex products and how advisers can bridge awareness gaps and help unlock the next generation of homeowners. It also looks at the evolving role of government support in the post Help-to-Buy landscape, alongside wider industry work to modernise the homebuying process.
Paul Broadhead, Head of Mortgage & Housing Policy, Building Societies Association
Steph Charman, Chief Executive, Association of Mortgage Intermediaries
Your key to developing client relationships at a whole other level with GI (Sponsor Presentation with LV=)
GI used correctly can really change the relationship you have with your clients, build a solid foundation for regular contact, as well as that all important trust. This session looks at some of the change you can make to build this into your approach and reap the benefits for years to come.
Lesley Wright, Strategic Account Manager, LV=
BTL is a resilient area of the industry and has taken on board many a change in the last few years. In this presentation, Keystone assesses the BTL market overview alongside the interest rate landscape, looks at BTL product trends and the inevitable and all-important regulatory updates and upcoming changes
Steve Griffiths, Commercial Director, Keystone Property Finance
Being a landlord today has its challenges, but also significant opportunities. The support of a trusted adviser, whether that’s for one or two properties, all the way through to an entire portfolio, can prove to be a highly valuable relationship. However, as that adviser, what’s next on the horizon for clients and how do you stay abreast of all the information that comes with each change or introduction. We assess advice post-Renters Rights introduction and touch on the topic in the distance – Meeting Minimum Energy Efficiency Standards (MEES).
Hosted by: Steve Griffiths, Commercial Director, Keystone Property Finance
Wesley Regis, Key Account Manager, Fleet Mortgages
Chris Green, Regional Manager, BM Solutions
Helen Cawthra, Head of National Accounts, Kensington Mortgages
Some might argue that ‘specialist’ lending is more prevalent in an adviser’s daily discussions than traditional high street – but the definition of what specialist lending really is – is the broadest in the industry. For an advice firm, understanding the depth of the topic is essential and it might be that there are areas that you need to tackle and others you might save for another day – but in this session we look at the growth and opportunity in specialist lending – and how you can find support
Chris Blewitt, Head of Intermediary Distribution, Darlington Building Society
Paul Huxter, Head of Intermediary Sales & Distribution, West One
Steve Hewitt, National Key Account Manager, Aldermore
Alistair Morrison, Strategic Account Manager, Key Group /Air
Brought to you through: Simply Biz Mortgages Limited. Registered in England and Wales under company number 04829609, Registered Office. Fintel House, St Andrew's Road, Huddersfield HD1 6NA.
