Name: Sophie's Adviser Coffee Morning: How Tenet can Support Brokers
Start: 2022-09-30T10:00:00Z
End: 2022-09-30T10:36:32.000Z
Location: BrightTALK
Rating: 3.75

Your one-stop shop for all our lender webcasts, roundtables and educational videos. Also sign up for live webinars and search our archive of videos including footage of Mortgage Club events.

Our March coffee morning will welcome Danny Belton, Head of Lender Relationships for the Mortgage Club and Sundeep Jadeja, National Account Manager from Barclays Bank. This session will focus upon service levels and support for brokers from a prominent high-street lender. It will also give Barclays the opportunity to outline the reasons why service levels can fluctuate as they have in recent months, as well as highlighting how brokers and lenders can work together to mutually support each other, especially during busy periods of market activity.

Let’s Talk Service Levels

2022 was a big year for New Build, with Help to Buy ending and the emergence of new Government schemes. In this Sparks session, we'll be hosting a roundtable with Lenders offering their perspective on:
What's happening with New Build in 2023?
How can we support New Build borrowers?
What are the market trends in Residential and BTL?
Are there any advancements in Government schemes?

What's new with New Build?

Join Sophie Holloman, Key Relationship Manager at Legal & General Mortgage Club as she runs through the added benefits that we offer to help your business grow. From technology that saves you time to optional payments in advance, Sophie will be running through the benefits, exploring what they actually mean for you. So, whether you’re an existing member looking to grow your business, or an adviser looking to see what Legal & General Mortgage Club can offer, register today. Sophie will also be joined by her co-host Toby Miles, from the Club's Telephone Relationship Management team, as well as special guest Chloe Harrison from TriPlus Financial, who will speak firsthand about how the Club's member benefits have helped her business. 

By working together, we all get stronger. So, surround yourself with support and let our strength be yours

10 steps to get the most of your Mortgage Club Membership

Mortgage Tech is constantly evolving, from affordability calculators to e-docs, but how can you use tech in your business to help your clients?

In this Sparks session we're joined by Generation Home, Skipton for Intermediaries and ULS, to discuss what advances have been made in recent years, what further work can be done, and the benefits to advisers of using tech in the day-to-day running of your business.

How to make the most of technology in the Mortgage Market

Join Louise Apollonio, Head of Corporate Accounts at The Mortgage Lender, as she looks at the current mortgage tech landscape, she will look at what technology is available and how this can used to improve both the user and customer journeys.

What is Mortgage Tech?

The Mortgage review is a great opportunity to review a client’s needs and continue to build a long term relationship. There is intense activity in the re-mortgage and product transfer markets so it is important that, as your client’s advisers, mortgage & protection specialists, you are able to demonstrate to customers the added value that you provide. This involves ensuring they’re fully aware of the importance of protection at review time especially when they may have had a change in personal or financial circumstances since their previous review. Let's ensure they are fully protected. This session looks at the opportunity the review gives you, the importance of a positive mindset and promoting the value of your services. We provide a useful checklist to help ensure you and you clients are aware of the need and have a clear, practiced process in place to help customers to choose you to help them protect what’s most important to them. The areas covered and learning objectives are 

1. Consider the opportunity available to you from your clients Mortgage reviews and the need for them to include all aspects of protection 
2. Understand a simple approach to help you build on the mortgages you arrange for your clients leading to a long term relationship 
3. Identify how you can develop your Mortgage review advice process to ensure your clients are protected. 

It is CII accredited for structured CPD.

Making the most of the remortgage opportunity: Protection

In light of the economic climate in the latter half of 2022, it’s unsurprising that more customers than ever before will be leaning on the specialist mortgage market in 2023 to support their financial requirements. Recent studies suggest that more than 15% of the adult population are found to have adverse credit on their file and that number that is growing quickly as incomes are stretched across increasing energy bills, mortgage commitments, the cost of living, and the impact of inflation. 

However, it’s not just adverse credit that is fuelling the growth of the specialist lending sector. It’s the holistic approach adopted by specialist lenders to accommodate those that are underserved by the high street whether that be relating to affordability especially related to the self-employed or unusual property types and construction. Additional borrowing needs, home improvements, payments of the pending personal tax bills looming at the end of the financial year, and debt consolidation are set to be just a few areas of significant growth this year.

All of these factors mean that if you are not engaging with the specialist sector, you risk failing to meet the needs of your customers. Hannah Oades, Corporate Account Manager at United Trust Bank looks to examine the growing opportunities for mortgage intermediaries in the specialist market to help you to better support your customers and place those tricky cases.

Growing Opportunities in the Specialist Market

What's in store for BTL borrowers looking to re-mortgage or product transfer in 2023?

We're joined by speakers from Aldermore, Fleet Mortgages and Santander to discuss the opportunities and challenges that are coming in the new year and how we can all support clients with the changing rates and products.

Join us live and ask your questions to our panel of experts!

Buy-To-Let Re-mortgage & Product Transfer in 2023

Our monthly coffee mornings are back again, hosted as usual by Sophie Holloman, Key Relationship Manager. We kick off the new year with an opportunity to hear from our new Director, Clare Beardmore, as she sets out her vision for the Mortgage Club across 2023. Sophie and Clare will also take a look back at 2022 and how the Club thrived and continued to innovate, whilst facing some tough market challenges.

2022 into 2023 – looking back so we can look forward

Now available on SmartrFit, Bespoke from Bank of Ireland offers advisers a personalised and flexible service for good quality complex cases.

To find out more about the product and how you can access it on SmartrFit, join Samm Piper and Rhys Powell, National Account Manager, for Bank of Ireland on 18th January at 11am.

Samm and Rhys will be taking a deep dive into what Bespoke is, how it works, the ideal case and demonstrating how it can be found on SmartrFit.

How 'Bespoke' from Bank of Ireland can help with your complex cases

Welcome to our first Sparks session of 2023! And what a way to start off this year's Sparks series, with a panel discussion on Re-mortgage & Product Transfer.

Samm Piper, Lender Account Executive at L&G Mortgage Club will be joined by lenders representing the market, from mainstream to specialist lending, focussing on Residential Re-mortgages & Product Transfers - a hot topic in 2023, with 1.8million mortgages estimated to need re-financing, it's sure to be a record year.

Hear from Darlington Building Society, Eligible.ai and Foundation Homeloans for their takes on the re-mortgage market for 2023, how they're planning to approach this surge and how they can support your clients.

Supporting your residential clients through their re-mortgage

Join Craig Flinter from Digital Mortgages by Atom bank, as he shares some of the key things to consider when dealing with mortgage applicants in a cost of living crisis and what you can do to help them with their application.

Please note, this webinar is only suitable for members of Digital Mortgages by Atom bank’s intermediary panel.

Helping mortgage applicants affected by the cost of living crisis

Join Tom Denman-Molloy of Mansfield Building Society as he explores why building societies focus on niche lending and don’t try to compete with high-street lenders.

The Evolution of Lending

Join the conversation as Will Rice, Founder and CEO at Generation Home meets with Danny Belton, Head of Lender Relationships at Legal & General Mortgage Club, to discuss the current market conditions and opportunities, and how they would tackle lending to clients who need an alternative approach.

Gen H encourage you to interact and ask questions throughout this live session.

Alternative approaches to lending with Gen H

This informative webinar from Bluestone Mortgages will cover the following topics:

1) Impact of SWAP rates on the Specialist Market 
2) What next for FTB's after the end of HTB 
3) Solving the affordability challenge 
4) The importance of Specialist Lending in 2023

Specialist Lending outlook and the importance of income diversification in 2023

Get back to basics with Hodge as they talk about market opportunity, RIO as an alternative to equity release and some of the unique features RIO can offer the right over 50s client. They’ll also have a broker who writes RIO business plus an Underwriter on hand to help you understand how to get the case over the line. If you’re a forward-thinking broker who wants to keep up with today’s older borrower, don’t miss this webinar.

Back to Basics with Hodge: RIO Masterclass

LiveMore create mortgages designed for life aged 50-90+.
We’re proud to take a fresh approach to affordability. We look beyond salary, considering pensions or rent income, investments, savings and more.
Our range of mortgages can be designed to suit your customer’s needs. We’ll lend up to 75% LTV, with terms they can flex over time, even on complex circumstances.
This webinar will be covering a brief overview of the later life/ RIO market, with an in depth look into our products suitable for customers aged 50+, with some case study examples to show just how we can help.
Our dedicated team is on hand to discuss individual case requirements and facilitate a fast, easy application process.
Help your customers keep living the life they love with LiveMore.

Mortgages designed for life aged 50-90+

At Bank of Ireland for Intermediaries, we believe having a complex or non-standard income shouldn’t stop your client from getting a competitive mortgage rate from a trusted mainstream mortgage lender. Join Bank of Ireland for Intermediaries for a master class on our Bespoke underwriting service.

How to find the sweet spot between mainstream and specialist lending.

Join Sophie Holloman, Key Relationship Manager in the Club's broker team, for her latest coffee morning where she will be joined by Chris McGreavey, Policy Manager at Tenet Group. They will be discussing the current challenges faced by clients and the potential opportunities to overcome them. They'll also talk about the new Consumer Duty regulations, and what is required from brokers.

Sophie's Adviser Coffee Morning: How Tenet can Support Brokers

mortgage market

mortgage adviser

financial adviser

consumer duty

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

Internal audit and compliance professionals are facing increasingly stringent regulatory requirements when it comes to compliance reporting and internal control procedures. Join the audit and compliance community to learn best practices from thought leaders on topics such as regulatory compliance, internal audit checklists and audit program strategies.

Audit and Compliance

Get powerful banking and treasury insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge on hot topics such as digital banking, payments disruption and non-bank competition. Learn how the latest treasury management strategies are helping to mitigate operational, financial and reputational risk.

Banking and Treasury

Get powerful financial planning and analytics insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge and drive optimal financial performance for your company.

Financial Planning and Analysis

Join this new, vibrant community to learn and connect with top thought leaders, startups and banks who are disrupting the financial services industry. Keep up with the latest news and trends in Fintech and take part in lively debates on topical issues and challenges.

Fintech

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Sophie's Adviser Coffee Morning: How Tenet can Support Brokers

Presented by

About this talk

More from this channel