A free event for FCA registered mortgage advisers
10 September
11 September
18 September
19 September
23 September
24 September
2 October
3 October
9 October
10 October
16 October
17 October
New venues added for 2024.
A free event for FCA registered mortgage advisers
10 September
11 September
18 September
19 September
23 September
24 September
2 October
3 October
9 October
10 October
16 October
17 October
New venues added for 2024.
A free event for FCA registered mortgage advisers
10 September
11 September
18 September
19 September
23 September
24 September
2 October
3 October
9 October
10 October
16 October
17 October
New venues added for 2024, click on any location for more information.
Our industry is rapidly changing, with an incredible line-up of mortgage experts we’ve got you covered.
Join us for the 16th year of Mortgage Vision – free events for FCA registered mortgage advisers – and discover why they’re a must-attend. Here’s what sets us apart:
Tackling Real Issues: We understand the challenges you face every day. Whether it’s staying current with compliance regulations, finding new business opportunities, or leveraging technology to streamline product research, client communication, and documentation, we’ve got you covered.
Earn CPD Hours: Boost your professional development by claiming up to 3.75 CPD hours towards the CII/Personal Finance Society member CPD scheme.
Knowledge and Networking: Walk away with actionable insights from industry thought leaders, engage in dynamic roundtable sessions, and network with top lenders. Our events are designed to equip you with the knowledge and connections you need to thrive.
More Accessible Than Ever: This year, we’ve added two new venues, including Scotland and Norwich, making it even easier for you to join our free mortgage broker roadshow events.
Don’t miss out on this incredible opportunity to enhance your skills and expand your network. Join us at a Mortgage Vision event and take your career to the next level with our free events for FCA registered Mortgage Advisers
If you’re wondering what to expect from Mortgage Vision events, these are some of the reactions from last year’s attendees.
The Partner Panel Discussion will explore potential new revenue streams for mortgage brokers to enhance your client offerings. Your panellists will include*:
Martin Reynolds
Chief Executive
SimplyBiz Mortgages
Philip Daffern
Head of Lender Relationships
SimplyBiz Mortgages
Samantha Cameron-Carruthers
Head of Marketing
SimplyBiz Mortgages
Stephanie Charman
Group Partners & Propositions Director
Bankhall and PMS
Travis Scholes
Commercial Director
LMS
Peter Williams
CEO
Propp
Paul Elliott
Managing Director
Propp
David Paton
Business Development Manager
Fluent Partners
Adrian Moloney
Group Intermediary Director
OSB Group
Simon Cockerill
Group Head of Intermediary Sales
OneSavings Bank plc
Martin Reynolds
Chief Executive
SimplyBiz Mortgages
Philip Daffern
Head of Lender Relationships
SimplyBiz Mortgages
Samantha Cameron-Carruthers
Head of Marketing
SimplyBiz Mortgages
Stephanie Charman
Group Partners & Propositions Director
Bankhall and PMS
Travis Scholes
Commercial Director
LMS
Peter Williams
CEO
Propp
Paul Elliott
Managing Director
Propp
David Paton
Business Development Manager
Fluent Partners
Adrian Moloney
Group Intermediary Director
OSB Group
David Paton
Business Development Manager
Fluent Partners
Thank you to all our sponsors who are supporting Mortgage Vision this year:
And to our Panel Partners:
Our expert speakers share their knowledge and valuable insight. Yet again this year we have an impressive line-up of the best industry thought leaders.
Robert helped establish the Association of Mortgage Intermediaries (AMI) as an independent entity on 1st February 2012.
Robert joined the former parent trade body, AIFA, in October 2006, initially looking after the Association of Finance Brokers (AFB) and, since 2008, AMI.
He looks after the day-to-day running of AMI and AFB by delivering member information and services, lobbying regulators and policy-makers and developing press relations.
Rachel worked in financial services for eight years in a variety of roles, primarily for mortgage lenders, before joining AMI in 2023 as a senior policy adviser.
A key part of her role is focused on leading Working in Mortgages, the joint AMI/IMLA careers and diversity and inclusivity initiative.
Other areas she covers include the Financial Ombudsman Scheme and the Appointed Representatives regime.
Emily Hollands is group head of distribution at OSB Group. She leads a team of key relationship managers overseeing the corporate accounts, specialist distributors and key firms. She‘s also responsible for the high-net-worth client team and intermediary-focused retention team.
Emily joined OSB Group, originally OneSavings Bank, in 2016 as a national account manager before moving into the role of head of national accounts. She became head of specialist finance in 2021 and more recently group head of distribution.
There’s nothing Jonathan relishes more than sharing his knowledge and helping find the perfect solution.
Specialist lending is Jonathan’s passion and, as a corporate account manager, he’s responsible for not only supporting our advisers, key networks and mortgage clubs, but also establishing long-lasting relationships from individual to corporate level.
He has a flair for educating brokers on how OSB Group (Precise, Kent Reliance for Intermediaries and InterBay) can assist their clients, identify new opportunities and, in turn, grow their businesses.
Jonathan’s career began at Kiwi Bank in New Zealand. After discovering he had a passion for mortgages, he put himself through the CeMAP qualification on his return to the UK, which helped him become a mortgage adviser and he’s never looked back.
He’s worked in other roles, including business development manager positions, which helped him hone his skills, before joining Precise Mortgages in 2019 as key account manager and progressing to corporate account manager for the OSB Group brands.
After 20 years working in the financial services sector, Ian brings a wealth of experience to the role.
Ian uses the extensive market knowledge he has gained, as well as his cross-brand expertise of Precise, Kent Reliance for Intermediaries and InterBay Commercial, to find tailored solutions, helping brokers grow their businesses.
Ian is responsible for delivering educational and thought-leadership presentations. A natural communicator, Ian is never happier than when standing in front of a room full of brokers. He is passionate about passing on what he’s learnt after two decades in the industry to make sure they’re armed with the knowledge they need.
After starting his career as a corporate relationship manager with Abbey National in 2002, Ian moved to a well-renowned packager where he worked his way up from a business development manager role to head of sales. He joined Precise Mortgages in 2017 as BDM for the North West, before moving across to the key accounts team within a year, where he progressed to senior corporate account manager for OSB Group. He was named Best Account Manager of the Year at the Dynamo Annual Awards in 2020 and 2021.
With a wealth of knowledge built up over nearly 30 years, Andy is perfectly placed to support key accounts and networks, no matter how challenging or unusual a case.
Andy began his career as a telemarketer for Mortgage Trust in 1995 before moving into a business development manager role, a position he held at several different companies, including Standard Life, SPML and Nationwide.
He joined Kent Reliance for Intermediaries as a BDM in 2015 and became a member of the Key Relationship Team in early 2022. As key relationship manager, he’s responsible for maintaining and developing relationships with the Group’s corporate account partners and presenting at events and conferences around the UK.
Andy enjoys promoting the solutions offered by OSB Group’s three brands and explaining the wide variety of different scenarios and types of business they can help with.
Neil Wyatt has worked in the mortgage industry for 25 years, gaining experience in developing growth strategy for business. As Sales & Marketing Director at Mortgage Brain, Neil is driven by a mission to make the home ownership process connected, seamless and intuitive for all, and is best known for inspiring the sales and marketing proposition.
Most recently, Neil held the position of Head of Distribution at Platform (The Co-operative Bank) for six years. His previous experience includes Sales Director at Connect Mortgage Group and Head of Corporate Accounts at Mortgages Plc, where he was responsible for creating strategic relationships.
Neil recognises the huge opportunities that technology brings to the mortgage market, and was previously named Development & Innovation Advocate at the 2021 British Mortgage Awards.
As the Sales Director for Intermediaries at Mortgage Brain, Sharon plays a pivotal role in championing Mortgage Brain’s innovative products. She recognises the benefit of providing solutions that streamline the mortgage process for advisers and works closely with corporate customers to understand each company’s specific needs.
Sharon’s passion for the mortgage industry can be traced back to her time at Santander for Intermediaries, where she worked for 23 years rising to the position of National Account Manager. She also worked at Countrywide as Head of Insurance Services before joining Mortgage Brain.
Sharon truly puts the customer at the heart of Mortgage Brain, which is essential to the business’ growth and innovation, helping to further refine and develop solutions to support the work of advisers.
Our expert speakers share their knowledge and valuable insight. Yet again this year we have an impressive line-up of the best industry thought leaders.
Chief Executive,
Association of Mortgage Intermediaries (AMI)
Robert helped establish the Association of Mortgage Intermediaries (AMI) as an independent entity on 1st February 2012.
Robert joined the former parent trade body, AIFA, in October 2006, initially looking after the Association of Finance Brokers (AFB) and, since 2008, AMI.
He looks after the day-to-day running of AMI and AFB by delivering member information and services, lobbying regulators and policy-makers and developing press relations.
Senior Policy Adviser,
Association of Mortgage Intermediaries (AMI)
Rachel worked in financial services for eight years in a variety of roles, primarily for mortgage lenders, before joining AMI in 2023 as a senior policy adviser.
A key part of her role is focused on leading Working in Mortgages, the joint AMI/IMLA careers and diversity and inclusivity initiative.
Other areas she covers include the Financial Ombudsman Scheme and the Appointed Representatives regime.
Group Head of Distribution,
OSB Group
Emily Hollands is group head of distribution at OSB Group. She leads a team of key relationship managers overseeing the corporate accounts, specialist distributors and key firms. She‘s also responsible for the high-net-worth client team and intermediary-focused retention team.
Emily joined OSB Group, originally OneSavings Bank, in 2016 as a national account manager before moving into the role of head of national accounts. She became head of specialist finance in 2021 and more recently group head of distribution.
Key Relationship Manager
OSB Group
There’s nothing Jonathan relishes more than sharing his knowledge and helping find the perfect solution.
Specialist lending is Jonathan’s passion and, as a corporate account manager, he’s responsible for not only supporting our advisers, key networks and mortgage clubs, but also establishing long-lasting relationships from individual to corporate level.
He has a flair for educating brokers on how OSB Group (Precise, Kent Reliance for Intermediaries and InterBay) can assist their clients, identify new opportunities and, in turn, grow their businesses.
Jonathan’s career began at Kiwi Bank in New Zealand. After discovering he had a passion for mortgages, he put himself through the CeMAP qualification on his return to the UK, which helped him become a mortgage adviser and he’s never looked back.
He’s worked in other roles, including business development manager positions, which helped him hone his skills, before joining Precise Mortgages in 2019 as key account manager and progressing to corporate account manager for the OSB Group brands.
Key Relationship Manager
OSB Group
After 20 years working in the financial services sector, Ian brings a wealth of experience to the role.
Ian uses the extensive market knowledge he has gained, as well as his cross-brand expertise of Precise, Kent Reliance for Intermediaries and InterBay Commercial, to find tailored solutions, helping brokers grow their businesses.
Ian is responsible for delivering educational and thought-leadership presentations. A natural communicator, Ian is never happier than when standing in front of a room full of brokers. He is passionate about passing on what he’s learnt after two decades in the industry to make sure they’re armed with the knowledge they need.
After starting his career as a corporate relationship manager with Abbey National in 2002, Ian moved to a well-renowned packager where he worked his way up from a business development manager role to head of sales. He joined Precise Mortgages in 2017 as BDM for the North West, before moving across to the key accounts team within a year, where he progressed to senior corporate account manager for OSB Group. He was named Best Account Manager of the Year at the Dynamo Annual Awards in 2020 and 2021.
Sales and Marketing Director,
Mortgage Brain
Neil Wyatt has worked in the mortgage industry for 25 years, gaining experience in developing growth strategy for business. As Sales & Marketing Director at Mortgage Brain, Neil is driven by a mission to make the home ownership process connected, seamless and intuitive for all, and is best known for inspiring the sales and marketing proposition.
Most recently, Neil held the position of Head of Distribution at Platform (The Co-operative Bank) for six years. His previous experience includes Sales Director at Connect Mortgage Group and Head of Corporate Accounts at Mortgages Plc, where he was responsible for creating strategic relationships.
Neil recognises the huge opportunities that technology brings to the mortgage market, and was previously named Development & Innovation Advocate at the 2021 British Mortgage Awards.
Sales Director Intermediaries
Mortgage Brain
As the Sales Director for Intermediaries at Mortgage Brain, Sharon plays a pivotal role in championing Mortgage Brain’s innovative products. She recognises the benefit of providing solutions that streamline the mortgage process for advisers and works closely with corporate customers to understand each company’s specific needs.
Sharon’s passion for the mortgage industry can be traced back to her time at Santander for Intermediaries, where she worked for 23 years rising to the position of National Account Manager. She also worked at Countrywide as Head of Insurance Services before joining Mortgage Brain.
Sharon truly puts the customer at the heart of Mortgage Brain, which is essential to the business’ growth and innovation, helping to further refine and develop solutions to support the work of advisers.
Join us at one of our free events for FCA registered mortgage advisers to find out what factors are influencing our marketplace right now, what new growth opportunities are opening for you, and how you can stay ahead of the market with leading technology.
08:45am – 09:00am
Registration
09:00am – 09:30am
Lender and Business Partner networking
09:30am – 09:40am
Welcome address
09:40am – 10:05am
UK Mortgage Market 2024 – OSB Group
10:05am – 11:10am
Roundtable discussions
11:10am – 11:40am
Coffee & networking
11:40am – 12:05pm
What has Consumer Duty changed and what comes next? – Association of Mortgage Intermediaries
12:05pm – 1:10pm
Roundtable discussions
1:10pm – 1:15pm
Comfort break
1:15pm – 1:45pm
Key Partner Panel
Opportunities abound – exploring potential new revenue streams and improving your offering
1:45pm – 1:50pm
Closing remarks
1:50pm – 2:30pm
Lunch and networking
08:45am – 09:00am
Registration
09:00am – 09:30am
Lender and Business Partner networking
09:30am – 09:40am
Welcome address
09:40am – 10:05am
UK mortgage market 2024
OSB Group
10:05am – 11:10am
Roundtable discussions
11:10am – 11:40am
Coffee & networking
11:40am – 12:05pm
What has Consumer Duty changed and what comes next?
Association of Mortgage Intermediaries
12:05pm – 1:10pm
Roundtable discussions
1:10pm – 1:15pm
Comfort break
1:15pm – 1:45pm
Key Partner Panel
Opportunities abound – exploring potential new revenue streams and improving your offering
1:45pm – 1:50pm
Closing remarks
1:50pm – 2:30pm
Lunch and networking
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