Society of Mortgage Professionals Breakfast 2022 - London


The Society of Mortgage Professionals are pleased to announce their 2022 breakfasts, starting in October. With a line-up of superb industry speakers and broad programme of highly topical key presentations, these events will contribute to your enhanced knowledge and annual CPD in our pursuit to drive professional standards in the mortgage sector.
There will also be plenty of opportunities to network with both your peers and speakers throughout the breakfast session.

Highlights of the agenda include: 

  • Mortgage Market Overview & Technology
  • Later Life Lending
  • FCA Regulatory Update
  • Income Protection
  • Client Retention

Benefits of attendance:

  • Gain essential and business relevant insight and ideas from industry experts
  • Benefit from the Society of Mortgage Professional’s professional development programme
  • Obtain accredited CPD
  • An opportunity to network with your peers and speakers to share good practice
  • Understand how your professional body is working to shape the profession.


08:00 - 08:30 Delegate Registration

08:30 - 08:35 Chair’s Welcome and Introduction

Speaker: Laura Gauden, Society of Mortgage Professionals

08:35 - 09:00 Vulnerability and the cost-of-living crisis: The impact on later life lending

Learning objectives

Speaker: Nick Birdseye, Legal & General Home Finance

09:00 - 09:20 Mortgage Market Update - Coventry for Intermediaries

Coventry’s presentation will review how the property market and mortgage industry have performed in recent years.  They will also touch on the challenges customers face regarding the cost of living and affordability, and present market insight to help advisors identify opportunities to develop their business. 

Coventry will also share some thoughts on the differentiators that could help promote the value of advice and the intermediaries important role in ensuring customers get access to holistic advice and the best possible outcomes.

The presentation will also give an update on the proposed EPC changes for Landlords and how advisors and lenders will play a key role in supporting the Buy to Let market.


Coventry for intermediaries is dedicated to providing brokers with award-winning service and products that give them the confidence to do business with us. Every broker has two Business Development Managers – one in the field and one on the phone. As well as calling us they can now use CFI chat, where our advisors are on hand to help quickly with product and policy information. We also respect that a brokers clients are their clients. At maturity, we’ll direct them back to the broker.


Learning Outcomes

  • Understand current mortgage market trends and be able to identify further opportunities to support customers and develop your business.
  • Gain ideas for providing and supporting access to holistic advice.
  • Understand proposed EPC changes in Buy to Let and the challenges faced in improving energy efficiency in homes.

Speaker: Ben Williams, Coventry Building Society

09:20 - 09:40 Regulatory Update

Join us to hear from Gordon about an overview of consumer duty and what this means for advisers, firms and their customers. This session will also cover an update on key topics relevant to the sector.

Speaker: Gordon Findlay, Financial Conduct Authority

09:40 - 10:00 The Mortgage Market – a panel discussion

This session will be an opportunity to hear from all of our speakers, in a topical panel discussion. It will be an interactive session, allowing delegates to have their questions answered by our expert speakers.

Speaker: Ben Williams, Coventry Building Society Speaker: Gordon Findlay, Financial Conduct Authority Speaker: Laura Gauden, Society of Mortgage Professionals Speaker: Nick Birdseye, Legal & General Home Finance

10:00 - 10:05 Chair's close


CPD CII Scheme
PFS Accredited 1h 25min

This event has been accredited by the Personal Finance Society and the CII and can be included as part of your CII CPD requirement should you consider it relevant to your professional development needs.


Laura Gauden

Society of Mortgage Professionals

Nick Birdseye

Legal & General Home Finance

Ben Williams

Coventry Building Society

Gordon Findlay

Financial Conduct Authority

Ben Williams

Coventry Building Society

Gordon Findlay

Financial Conduct Authority

Laura Gauden

Society of Mortgage Professionals

Nick Birdseye

Legal & General Home Finance


Grand Connaught Rooms

61-65 Great Queen St Holborn


Click on the ‘Book Now’ button above. Once you have logged into your PFS account you will be taken to the booking pages for this conference.

Yes. If the Conference or session you want to attend is full, there are often cancellations so if you go on the waiting list it is likely you will be able to attend. Click on the ‘Book Now’ button above to go onto the Waiting List.

You can amend your registration details by logging into your Events profile. Click on the ‘My Events’ button to do so now.

It could be that you have entered your email address incorrectly or that you have switched to a new email address, or that for some technical reason your registration failed. Please contact the Personal Finance Society Conference office at and we can check your records.

At the present we are not able to automatically upload the CPD records, but we hope to be able to offer that service in the near future.

Please also note that you MUST sign in at the Conference for all sessions you attend in order for the Conference Office to validate your attendance.

You will be able to download your CPD Certificate from the PFS website after the event, and will receive an email within 48 of the event with the link to download your CPD certificate.

If you are unable to download your CPD Certificate after 48 hours, please email to clarify this.

Please click here to view the schedule of forthcoming Conferences, regional events and what CPD sessions will be covered.

For general information and links about the CPD process, please click here.

To log-in and view your CPD records, please click here.

If you have any further queries about CPD, please contact the Personal Finance Society /CII on 020 8989 8464.

We will do our best to accommodate all dietary requirements. You can make us aware of this as part of the registration process, or update your Event Profile on the PFS website (click on My Events to login and then edit your requirements on your Event Profile).

Please email the Conference Office at after the Conference and we will send you the presentation slides.

The dress code is business attire.

We are delighted to be returning to face-to-face events and want to reassure you that the health and safety of our staff and members are our priority and we remain committed to making your experience as safe and enjoyable as possible.

Whilst restrictions have now been lifted, we will still be recommending important procedures and will be working together with the venues, to ensure a safe and successful return to physical events. We ask you to please follow these guidelines, where possible to ensure a safe environment for all attending.

  • Please do not attend events, if you have any COVID symptoms, please click here for up to date NHS information
  • Take a lateral flow test on the morning of the event, allowing at least 30 minutes for accurate results.  Please click here to order directly from the NHS website.
  • Please check in via the NHS track and trace app, on arrival
  • Encouragement of wearing facemasks in public areas (unless seated)

Whilst social distancing is not a government recommendation, we will be limiting capacity at events, to allow additional space around the venue.  Please book now to secure your place, these will be available on a first come, first served basis.

We look forward to seeing you soon and if you have any queries, please do not hesitate to contact the events team at