Events

Join a host of key partners and industry experts at our leading educational and networking exhibition, Mortgage and Protection Live.

This year, with new lending on the decline, we’re looking at how you can drive maximum value from your existing customers through proactive refinance conversations and effective discussions about protection.

Designed specifically for our mortgage and protection firms, Mortgage and Protection Live gives you access to the latest insights and developments in the market, provides you with an opportunity to develop the services you offer, and ultimately help you to improve outcomes for your customers.

Plus, there’s even an opportunity to network with local advisers, share your experiences and deepen your knowledge on lender provider criteria.

Debt Consolidation is an area that the FCA have shown interest in over recent years.

Join us for an overview of what the regulator is interested in and the pitfalls you need to look out for on this topic.

Join Group Director of Mortgages & Protection, Alex Beavis, and Strategic Relationships Director, Stephanie Charman, as they explore the buy-to-let landscape, opportunities and challenges currently facing advisers and landlords.

On 30 March, Alex and Stephanie will be joined by two guest speakers, who will discuss:

• Buy-to-let affordability
• Diversification of portfolios
• Growth of limited company buy-to-let
• Trends around landlords looking to exit the market

Has your career developed to include responsibility for the training and oversight of others?

Hosted by our National Learning Manager, Dan Armitage, this Skills Workshop will provide you with the tools you need to thrive in your role as a supervisor, and to help get the most out of those around you.

This virtual workshop is designed to enhance your core skills when delivering support to your direct reports to strengthen employee performance and engagement.

The corporate DC pensions market has grown significantly since auto-enrolment was introduced with well over 15 million employees actively paying into their workplace pension arrangements and assets set to surpass 1.2 trillion by 2031.

Head of Workplace Sales at Aegon, Mark Robson, will be reviewing the corporate DC market in more detail and why employers are increasingly looking to review existing scheme arrangements and the opportunities that this presents for both corporate and private client advice.

Learning outcomes:

• To understand the size and scale of the workplace market
• To explore the challenges faced by employers and the role advice can play
• An overview of how advisers can maximise the opportunity, utilising the support of platform providers.

In this session, Guardian will explore how Multi-Benefit policies can help you build tailored protection policies for your client’s individual protection needs.

Plus, they’ll help you understand how Multi-Benefit policies can help you grow your business.

They’ll also show you how their enhanced quote and apply journey, Protection Builder 2.0 can make submitting Multi-Benefit applications with Guardian a faster and easier process.

This session will earn you up to 60 mins CPD.

Moving into 2023, many homeowners / prospective homeowners are facing numerous challenges.

A topic to consider is how can lenders offer solutions to assist these customers achieve their home buying ambitions, especially where they may not qualify for mainstream mortgages, while working closer with intermediaries to learn about these alternative mortgage solutions?

In our webinar session you will hear LendInvest discussing its new residential mortgage proposition, the current life events and trends affecting the residential market space and what LendInvest is doing to assist your customers while making the process simpler for yourself.

With every mortgage product designed and delivered by experts, while being powered by leading technology to make the front and back-end processes run more smoothly, the flexibility to provide the right solution is right there for you and your clients.

Despite becoming increasingly popular, bridging loans are one of the more misunderstood forms of finance – particularly if you’re new to the industry or haven’t turned your hand to bridging finance yet. The market is constantly changing, and so are the ways in which brokers can use bridging finance for their clients.

In this event, Together’s head of clubs and networks, Nick Parker and BDM, Tony Grillo explore the fundamentals of the short-term finance market to help you understand how a bridging loan works, differences between short-term and long-term finance, and situations where bridging finance might be a suitable option.

Together have recently partnered with The Financial Intermediary & Broker Association (FIBA), The Association of Short Term Lenders (ASTL) and The London Institute of Banking and Finance (LIBF) in contributing to a new “Certified Practitioner in Specialist Property Finance” programme and are delighted to bring this webinar broadly based on the learning module they have produced.

Join us for a short session looking at the responsibilities of a firm around signing of employees as competent advisers, looking at the regulatory requirements and what needs to be done to meet them.

Lou will discuss the funding model at Fleet Mortgages in a little more depth, now that Starling Bank have acquired the Lender – and are their sole funder.

The conversation will look at base rate and swap rates over recent months, the affect this has had, and what the future may look like.

With so much ‘noise’ in the markets around interest rates, recession, company earnings and global banking crisis how do we remind clients that they are investing for the long term and it’s about ‘time in the market not timing the market?’

Long term themes such as Digitalisation, Automation and Evolving Consumption will contain great businesses that investors can look to the future for knowing that they are benefitting from strong tailwinds to their economic growth prospects.

Sarasin are Global, Thematic investors which lends itself to long term investing in companies benefiting from inexorable trends, or themes, that will not be derailed by shorter term economic noise.

Our market leading Charity business has shown us a great deal about investing for the long term and how be good stewards of client capital.

Join us on 25th April to hear more about these themes and the opportunities to invest in the winners of the future.

The world of fixed income and investing in general has been a tricky space to navigate over the past 12 months in particular.

Andrew will showcase M&G’s expertise in the Fixed Income arena by providing a macro update.

He will discuss the current environment with a particular focus on inflation, while sharing his thoughts and outlook for the bond market.

Since 2008, the regulator has repeatedly raised concerns about the quality of advice on pension switching.

Although the regulator has changed, the suitability of advice issues has remained the same.

This presentation will look at what are the main regulatory concerns with pension switching and how you can overcome these.

The session will also include what the regulator considers are suitable reasons for your client to switch, what you need to consider with the ceding scheme, what research they expect you to carry out and where you can easily access the information.

Value for money is very much a hot topic for the FCA so we’ll consider questions we should ask ourselves before determining whether the switch should proceed or not.

We’ll finish by looking to the future and consider how recent announcements by the Regulator on their expectations when providing pension transfer and at retirement advice may impact on your pension switching procedures.

This session will earn you up to 60 mins CPD.

Learning outcomes

• Be able to document your advice process in line with the requirements of the regulator.
• Be able to identify the relevant risk factors associated with pension switching.
• Be able to identify current opportunities and potential future challenges for pension switch clients including the consumer duty.

Designed specifically for our wealth firms, our CII-accredited Wealth Development Days are here to bring you unmissable insights from across the world of investments and pensions.

Building on the success of our Q1 events, our Wealth Development Days comprise of a day-long seminar and exhibition, and includes in-depth discussions and sessions with market-leading experts.

Our Wealth Development Days also allow you to network with local advisers, share your experiences, and gain up to four hours of CPD.

With events all across the country, join us to gain a deeper understanding of what's on the regulatory horizon and the impact this will have on the advice you offer to your customers.

Don't forget, our events are free to attend for all intermediaries.

Designed specifically for our wealth firms, our CII-accredited Wealth Development Days are here to bring you unmissable insights from across the world of investments and pensions.

Building on the success of our Q1 events, our Wealth Development Days comprise of a day-long seminar and exhibition, and includes in-depth discussions and sessions with market-leading experts.

Our Wealth Development Days also allow you to network with local advisers, share your experiences, and gain up to four hours of CPD.

With events all across the country, join us to gain a deeper understanding of what's on the regulatory horizon and the impact this will have on the advice you offer to your customers.

Don't forget, our events are free to attend for all intermediaries.

Designed specifically for our wealth firms, our CII-accredited Wealth Development Days are here to bring you unmissable insights from across the world of investments and pensions.

Building on the success of our Q1 events, our Wealth Development Days comprise of a day-long seminar and exhibition, and includes in-depth discussions and sessions with market-leading experts.

Our Wealth Development Days also allow you to network with local advisers, share your experiences, and gain up to four hours of CPD.

With events all across the country, join us to gain a deeper understanding of what's on the regulatory horizon and the impact this will have on the advice you offer to your customers.

Don't forget, our events are free to attend for all intermediaries.

Designed specifically for our wealth firms, our CII-accredited Wealth Development Days are here to bring you unmissable insights from across the world of investments and pensions.

Building on the success of our Q1 events, our Wealth Development Days comprise of a day-long seminar and exhibition, and includes in-depth discussions and sessions with market-leading experts.

Our Wealth Development Days also allow you to network with local advisers, share your experiences, and gain up to four hours of CPD.

With events all across the country, join us to gain a deeper understanding of what's on the regulatory horizon and the impact this will have on the advice you offer to your customers.

Don't forget, our events are free to attend for all intermediaries.

Designed specifically for our wealth firms, our CII-accredited Wealth Development Days are here to bring you unmissable insights from across the world of investments and pensions.

Building on the success of our Q1 events, our Wealth Development Days comprise of a day-long seminar and exhibition, and includes in-depth discussions and sessions with market-leading experts.

Our Wealth Development Days also allow you to network with local advisers, share your experiences, and gain up to four hours of CPD.

With events all across the country, join us to gain a deeper understanding of what's on the regulatory horizon and the impact this will have on the advice you offer to your customers.

Don't forget, our events are free to attend for all intermediaries.

Designed specifically for our wealth firms, our CII-accredited Wealth Development Days are here to bring you unmissable insights from across the world of investments and pensions.

Building on the success of our Q1 events, our Wealth Development Days comprise of a day-long seminar and exhibition, and includes in-depth discussions and sessions with market-leading experts.

Our Wealth Development Days also allow you to network with local advisers, share your experiences, and gain up to four hours of CPD.

With events all across the country, join us to gain a deeper understanding of what's on the regulatory horizon and the impact this will have on the advice you offer to your customers.

Don't forget, our events are free to attend for all intermediaries.

Designed specifically for our wealth firms, our CII-accredited Wealth Development Days are here to bring you unmissable insights from across the world of investments and pensions.

Building on the success of our Q1 events, our Wealth Development Days comprise of a day-long seminar and exhibition, and includes in-depth discussions and sessions with market-leading experts.

Our Wealth Development Days also allow you to network with local advisers, share your experiences, and gain up to four hours of CPD.

With events all across the country, join us to gain a deeper understanding of what's on the regulatory horizon and the impact this will have on the advice you offer to your customers.

Don't forget, our events are free to attend for all intermediaries.

Designed specifically for our wealth firms, our CII-accredited Wealth Development Days are here to bring you unmissable insights from across the world of investments and pensions.

Building on the success of our Q1 events, our Wealth Development Days comprise of a day-long seminar and exhibition, and includes in-depth discussions and sessions with market-leading experts.

Our Wealth Development Days also allow you to network with local advisers, share your experiences, and gain up to four hours of CPD.

With events all across the country, join us to gain a deeper understanding of what's on the regulatory horizon and the impact this will have on the advice you offer to your customers.

Don't forget, our events are free to attend for all intermediaries.

Refreshed for 2023, join us at a Specialist Mortgage & Protection Live event near you!

Visiting five locations across the country, Specialist Mortgage & Protection Live will delve into the ever-changing landscape of the mortgage and protection markets.

These sessions will provide you with an opportunity to develop the services you offer, and ultimately help you to improve outcomes for your customers.

Refreshed for 2023, join us at a Specialist Mortgage & Protection Live event near you!

Visiting five locations across the country, Specialist Mortgage & Protection Live will delve into the ever-changing landscape of the mortgage and protection markets.

These sessions will provide you with an opportunity to develop the services you offer, and ultimately help you to improve outcomes for your customers.

Refreshed for 2023, join us at a Specialist Mortgage & Protection Live event near you!

Visiting five locations across the country, Specialist Mortgage & Protection Live will delve into the ever-changing landscape of the mortgage and protection markets.

These sessions will provide you with an opportunity to develop the services you offer, and ultimately help you to improve outcomes for your customers.

Refreshed for 2023, join us at a Specialist Mortgage & Protection Live event near you!

Visiting five locations across the country, Specialist Mortgage & Protection Live will delve into the ever-changing landscape of the mortgage and protection markets.

These sessions will provide you with an opportunity to develop the services you offer, and ultimately help you to improve outcomes for your customers.

Refreshed for 2023, join us at a Specialist Mortgage & Protection Live event near you!

Visiting five locations across the country, Specialist Mortgage & Protection Live will delve into the ever-changing landscape of the mortgage and protection markets.

These sessions will provide you with an opportunity to develop the services you offer, and ultimately help you to improve outcomes for your customers.