The Finance Planning Group

Networking interaction with 29 partners, including mortgage lenders, 2nd charge lenders, conveyancing, valuations, protection, GI, wealth and wills/trusts.

Short elevator pitches by 17 different partners, and networking opportunities all 29 partners, to help our understanding around their USPs and criteria.

State of the Nation, by AMI chairman

An insight into the challenges faced by our industry and how our Trade Body is representing us and our interests around the likes of later life lending, the Mortgages Market Study, theSenior Managers & Certification Regime and how AMI have influenced financial reductions around our regulatory levies.

Fraud Prevention, by HSBC

A reminder of the importance of checking all client paperwork, with the broker being the first line of defence against fraud. The lender also provided a refresher of what common errors to look for on bank statements and payslips.

Product Transfers, by Santander

An insight into the retention processes deployed by lenders and a discussion around the importance of maintaining regular client contact to ensure a lasting relationship with all clients.

Buy To Let Opportunities, by TMW & BMS

These sessions looked at how the BTL market has changed with the differing taxation routes to purchase, and also an overview of lending criteria.

Offset Opportunities, by Scottish Widows Bank

A criteria based walk through the opportunities and benefits of an offset mortgage for professional persons.

L&G Mortgage Club benefits

A look at the technology to enable the “frictionless mortgage”, and how this will benefit customers, advisers and lenders. The evolution of technology was explored with specific discussion around Smartr Criteria which could save the brokers hours when sourcing complex cases.

Economic Outlook, by Halifax

Holistically looking at the outlook for the UK economy and then drilling down to the housing market, the rental market, first time buyers, technology and opportunities.

Protection Needs, by L&G

A reminder of how we have a duty of care to our clients to discuss the events which lead to understanding their protection needs, and some of the ways in which L&G are looking at enhancing the client journey.

Steps to Success, by Finance Planning

An overview of the customer-centric DNA that is shared between the top performing advisers and how their focus on the needs of the client gains continual repeat business and referrals.