Agenda. Haydock Mortgage and Protection Roadshow Q hrs. Venue: Date: Haydock Park Racecourse, Newton-le- Willows, Merseyside, WA12 0HQ

Transcription

1 Agenda Haydock Mortgage and Protection Roadshow Q Venue: Haydock Park Racecourse, Newton-le- Willows, Merseyside, WA12 0HQ Date: Tuesday 04 Oct hrs

2 In association with out partners in Professionalism: 30-Nov :45-09:30 Delegate Registration 09:30-09:45 Welcome from Chairman Lee Travis, Personal Finance Society Lee Travis, Personal Finance Society Reasons to be Cheerful 09:45-10:20 Deeper knowledge of mortgage market Insight to be able to share with customers Ideas to write more business How to protect customer relationships The opportunities this market presents Jeremy Duncombe, Legal & General Jeremy Duncombe, Legal & General

3 The importance of new build and opportunities for brokers 10:20-10:35 Deeper knowledge of the new build market Outline of government support for home ownership Overview of available housing schemes Insight into the support available for mortgage brokers. Craig Hall, Legal and General Mortgage Club Craig Hall, Legal and General Mortgage Club Case studies with Paul Archer 10:35-11:20 In this session, Paul will go through an overview of the RQF Level 4 Certificate in Advanced Mortgage Advice that goes beyond the FCA's minimum exam standards and enables mortgage advisers to continue developing their advice capabilities. Paul will go on to explain the benefits of this qualification along with some technical case studies based on the new syllabus. Paul Archer, Archer Training Ltd Paul Archer, Archer Training Ltd 11:20-11:40 Morning break New Thinking - Making a Yes more likely 11:40-12:15 You will be familiar with the overall concept of behavioural science and how it can be utilised in both verbal and non-verbal communications. You will have the opportunity to use science to both plan and review your protection meetings and improve customer and adviser outcomes. You will be able to access further business planning tools via the Aviva for Advisers platform. Kevin Holloway, Aviva Kevin Holloway, Aviva

4 Get Complex BTL Tips and facts about specialist BTL products and how to provide advice to clients in complex areas 12:15-12:50 Have an understanding of the range of lender options available to help your clients in complex BTL areas. Be able to hold a knowledgeable initial conversation with clients with confidence. Direct the client to third parties keeping in mind the rules and regulations you need to be aware of. Understand how and where you can obtain more information and tools to help advise their clients. Kevin Thomson, Connect for Intermediaries Kevin Thomson, Connect for Intermediaries 12:50-13:40 Lunch Better off dead 13:40-14:15 Why protection should be an important part of long term financial planning. Understand the disconnect between actual risks and purchased solutions. Understand the state benefits available for the bereaved and those unable to work as a result of sickness/disability. Be aware that lump sum protection benefits may not suit all situations. Appreciate the differences that exist between providers in the way some benefits are paid. Robin Carr, Royal London Robin Carr, Royal London

5 The fully protected mortgage 14:15-14:50 Consider the ratio of Mortgages sold and the associated decline in protection advice. Identify & understand the 6 key areas of Protecting a Mortgage. Explain the potential risks a client may face and explore the simple insurance solutions that could soften their impact. Reflect on your advice model and explore steps you could take to include more protection conversations when advising on a mortgage. Steve Fallon, Legal & General Steve Fallon, Legal & General Regulatory & Communications Update 14:50-15:25 Answering the Society of Mortgage Professional s 2016 call for an encore, the FCA are back and will be providing a high level overview of the FCA s supervision strategy for firms in the mortgage sector. As always this highly anticipated presentation that promises to be insightful at a vital time for the sector. Melwyn De Noronha, Financial Conduct Authority Melwyn De Noronha, Financial Conduct Authority 15:25-15:30 Chairman's closing remarks Lee Travis, Personal Finance Society Lee Travis, Personal Finance Society

6 The content in each session has been carefully selected and can be considered for both structured and unstructured CPD hours, depending how this activity addressed each individual's personal development needs. Structured CPD is the undertaking of any formal learning activity designed to meet a specific learning outcome (this is what an individual is expected to know, understand or do as a result of his or her learning). Unstructured CPD is any activity an individual considers has met a learning outcome, but which may not have been specifically designed to meet their development needs. Attendance at this event can be included as part of your CPD requirements should you consider it relevant to your professional development needs.