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:
Benefits of attendance:
Learning objectivesSpeaker: Nick Birdseye, Legal & General Home Finance
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.
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
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.
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.
Truly Independent Ltd
Legal & General Home Finance
Company: Legal & General Home Finance
Having joined Legal & General in 2012 Nick works with existing and new Strategic Partners to develop Retirement Lending distribution and advice opportunities and to help those businesses broaden their customer propositions. He has a deep understanding of delivering advice to both Retirement Mortgage and Wealth Management customers having led National Advice Distribution networks at both L&G and Aviva. In addition to significant IFA sector and Direct to Consumer experience, Nick has worked closely with Bank and Building Society partners and understands the challenges of meeting customer needs in these sectors. Prior to L&G, Nick had 18 years with Aviva.
Coventry Building Society
Company: Coventry Building Society
As Corporate Relationship Manager, Ben manages relationships with Coventry’s Key Corporate Partners. Bringing a wealth of industry experience having worked in the industry since 1998, Ben joined the Coventry in 2012 as a BDM and has also managed one of their BDM teams.
Financial Conduct Authority
Company: Financial Conduct Authority
Since joining the FCA Communications Division, he has worked on the introduction of the MMR and has been writing and presenting the FCA external workshops such as Positive Compliance & Live & Local since they began 7 years ago. His work also includes external presentations to regulated firms, consultants and professional bodies.
The hotel is located in over ten acres of picturesque landscaped grounds, overlooking Dunblane and its 12th century cathedral with the Perthshire countryside in the distance. Set in a stunning location with breathtaking views, this elegant Victorian-style hotel is under 45 minutes’ drive from Glasgow and Edinburgh. We are situated just off the M9/M80 near Stirling and are less than a mile away from Dunblane train station.
Parking (100 spaces) and WiFi is complimentary for all guests.
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.
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 firstname.lastname@example.org to clarify this.
Please click here to view the schedule of forthcoming Conferences, regional events and what CPD sessions will be covered.
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).
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.
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 email@example.com.