Agenda. Yorkshire Mortgage and Protection Roadshow Q hrs. Venue: Date:

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Agenda Yorkshire Mortgage and Protection Roadshow Q4 2017 Venue: Cedar Court Hotel

1 Agenda Yorkshire Mortgage and Protection Roadshow Q Venue: Cedar Court Hotel Wakefield, Denby Dale Rd, Calder Grove, Wakefield, Yorkshire, WF4 3QZ Date: Thursday 12 Oct hrs

In association with our Partners in Professionalism: 12-Oct-2017

Chairperson Vishal Pandya, Chartered Insurance Institute Vishal

09:45-10:20 Deeper knowledge of mortgage market.

2 In association with our Partners in Professionalism: 12-Oct :45-09:30 Delegate Registration 09:30-09:45 Welcome from Chairperson Vishal Pandya, Chartered Insurance Institute Vishal Pandya, Chartered Insurance Institute Mortgage market update 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 We re in the business to pay claims 10:20-10:55 Understand the claims process and that claims involve more than just financial pay-outs Demonstrate the different reasons for critical illness and protection claims and the need for complementary cover Understand the importance of added value benefits Kevin Holloway, Aviva Kevin Holloway, Aviva Making the most of trusts 10:55-11:30 To understand the rules of intestacy To understand why policies should be written into trust To be aware of the implications of not writing a policy into trust To be able to select the most appropriate trust To be able to complete the trust correctly To understand the importance of trustees and who might be considered as appropriate trustees Richard Smith, Zurich Richard Smith, Zurich 11:30-11:50 Morning break and access to exhibitors

4 Navigating specialist 11:50-12:25 Understand the range of specialist lender options available Have new ideas on how to deal with a raft of complex client requirements Hold a knowledgeable initial conversation with clients with confidence Understand how and where they can obtain more information and tools to help them advise their clients Kevin Thomson, Connect for Intermediaries Kevin Thomson, Connect for Intermediaries Later life lending 12:25-13:15 Understand how the changing demographics are causing a surge in later life lending Learn about new developments in the later life lending market Understand the support available from different players in the market Adam Carnall, Age Partnership Adam Carnall, Age Partnership Nicholas David Birdseye, 53 Station Road Nicholas David Birdseye, 53 Station Road Paul Hopton, Legal and General Mortgage Club Paul Hopton, Legal and General Mortgage Club 13:15-14:00 Lunch break and access to exhibitors How we need to stop treating tech like our microwave 14:00-14:35 Understand how new legislation in 2018 will affect advisers in the intermediary sector Awareness of new technological trends in financial services Recognise how system integration delivers benefits for both advisers and their clients Mark Dryden, 360 Mark Dryden, 360

5 Generation rent 14:35-15:10 Understand the changing demographics in the property rental sector and the resulting opportunities for protection advice Understand the solutions available to cover the needs of those in the rental sector Recognise different ways to engage with this important marketplace assisted by the use of products and tools available from providers Robin Carr, Royal London Robin Carr, Royal London 15:10-15:45 Regulatory update Melwyn De Noronha, Financial Conduct Authority Melwyn De Noronha, Financial Conduct Authority 15:45-15:55 Chairperson Close Vishal Pandya, Chartered Insurance Institute Vishal Pandya, Chartered Insurance Institute

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

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.

Agenda. South Wales Mortgage and Protection Roadshow Q hrs. Venue: Date: Hensol Castle, Hensol Castle Park, Hensol, CF72 8JX

Agenda. South Wales Mortgage and Protection Roadshow Q hrs. Venue: Date: Hensol Castle, Hensol Castle Park, Hensol, CF72 8JX Agenda South Wales Mortgage and Protection Roadshow Q4 2017 Venue: Hensol Castle, Hensol Castle Park, Hensol, CF72 8JX Date: Wednesday 01 Nov 2017 4hrs In association with our Partners in Professionalism: