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

Transcription

1 Agenda South Wales Mortgage and Protection Roadshow Q Venue: Hensol Castle, Hensol Castle Park, Hensol, CF72 8JX Date: Wednesday 01 Nov hrs

2 In association with our Partners in Professionalism: 1-Nov :45-09:30 Delegate Registration 09:30-09:45 Welcome from Chairperson Vishal Pandya, Chartered Insurance Institute Vishal Pandya, Chartered Insurance Institute Together we re building society, one home at a time 09:45-10:20 Support for brokers and their first time buyer clients Learn about our five point Brexit support plan Understanding our commitment to portfolio landlords after the PRA changes Learn about Broker Chat - a quick, easy and reliable way to get pre-lending criteria advice Jeremy Cook, Nationwide Jeremy Cook, Nationwide

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 Debra Hale, Zurich Financial services Debra Hale, Zurich Financial services 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 Liz Syms, Connect for Intermediaries Liz Syms, 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 Marie Catch, Legal and General Marie Catch, Legal and General Nicholas David Birdseye, 53 Station Road Nicholas David Birdseye, 53 Station Road Trevor Hanson, Age Partnership Trevor Hanson, Age Partnership 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 Gordon Findlay, Financial Conduct Authority Gordon Findlay, Financial Conduct Authority 15:45-15:55 Chairperson Close Vishal Pandya, Chartered Insurance Institute Vishal Pandya, Chartered Insurance Institute

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.