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Welcome to the 10th year of Mortgage Vision

Identifying opportunities and exploring challenges within the mortgage market.

The must-attend intermediary roadshow featuring platform presentations from AMI, OneSavings Bank and Mortgage Brain followed by 10 round table sessions at 12 free events around the country.

Gain essential knowledge about our market place, current and incoming regulation, expand your business horizon and learnings from Lender and Partner presentations - all in one morning. Free event accredited by the CII for up to 3.5 hours plus lunch.

Book your place today! View all 12 venues

#MVision2019

Mortgage Vision 2019 countdown

Events start 25th Sept. 2019

#MVision2019

The reputation of Mortgage Vision speaks for itself. Now in its 10th year - it just gets bigger and better each year with at least 4 events on waiting list only in 2018, so don't delay book now!

In 2018, 98% of attendees rated the events as 'Excellent' or 'Very Good', 89% said the platform presentations and 90% said the roundtable presentations met their learning objectives and 99.8% would recommend the events to a colleague!

New Topics

Mortgages Market Review plus Senior Managers and Certification Regime. The current mortgage market climate, the true value of the adviser to the customer. How technological advancement serves the Adviser and their future Customer.... to name but a few!

Platform Speakers

Three platform presentations from industry leaders: AMI (Association of Mortgage Intermediaries), OneSavings Bank & Mortgage Brain

Roundtables

117 Roundtable sessions from 6 Lenders and 4 leading providers across all events (6 tables at Belfast)

Sponsors

AMI, Coventry for Intermediaries, Fluent for Advisers, Mortgage Brain, NatWest, OneSavingsBank, Progressive BS, Royal London, Santander for Intermediaries, Skipton Intermediaries and Together.

sponsors

The Coventry for intermediaries
Getting the most from the Coventry www.coventryforintermediaries.co.uk
Coventry for Intermediaries will cover recent changes to their lending policy. There will be a Residential update on self-employed policy, as well as an overview of Buy to Let improvements. They will also cover key areas to their proposition to help ensure that your clients get the best possible outcome.
Fluent for Advisers
Secured Loans - A viable option to raise capital www.fluentforadvisers.co.uk/
Changes within the second charge market, Dispel some of the myths associated with second charges, When a second may be the best option for a client, Basic criteria for second charges, Just how easy is it to refer an enquiry
Mortgage Brain
Customer Connections that Count www.mortgage-brain.co.uk
As we forge forward shaping and changing the mortgage process, we'll be demonstrating how increased functionality within technology enables Advisers to connect with customers. Through new features plus integrated solutions with Criteria Hub and other partners, there are unique opportunities for Advisers to forge closer and stronger relationships with your customers.
Mortgage Brain
Lender Connectivity Like Never Before www.mortgage-brain.co.uk
We'll be demonstrating how technology can deliver true and transparent advantages in the relationships between the Lender, the Adviser and their customer. How technology offers connectivity with Lenders on a scale never delivered before, enabling Advisers to receive responses in seconds whether through an integrated or standalone system.
NatWest
NatWest Intermediary Solutions www.intermediary.natwest.com
Service is our no.1 priority - that's why NWIS has a team over 50 BDMs covering the UK and a dedicated broker instant messaging service LiveTALK. Delivering a better everyday experience for brokers and customers is at the core of what we do
One
Experts in the Specialist mortgage market www.kentrelianceforintermediaries.co.uk
After this presentation you will understand all the brands that make up One Savings Bank and how each one can help you with different aspects of the specialist market. With the demands and needs of the consumer ever changing, it's important to understand the specialist mortgages available in the market and how Kent Reliance & Interbay can provide products and services to suit your client.
Progressive Builing Society
Building Relationships – benefits of a local lender (Belfast only) theprogressive.com/
Progressive Building Society - locally based lender. We put the broker first by a commitment to delivering a top class service, with easy and direct access to a dedicated team of experienced underwriters.
Royal London
Shining a light on income protection adviser.royallondon.com
We'll show you how to include an affordable, quality Income Protection solution in a menu plan, whilst keeping to your client's budget. We'll also give you the tools to highlight that relying solely on state benefits if they become too ill to work, may result in them being unable to maintain their current lifestyle.
Santander
Reasons why you should choose Santander for Intermediaries www.santanderforintermediaries.co.uk
The focus of Santander for Intermediaries round table presentation is to keep you up to date with what's changed, remind you of the reasons why you should choose Santander for Intermediaries and provide top tips on how you can get a quicker offer. We look forward to meeting you at the forthcoming road show events.
Skipton Intermediaries
Skipton Intermediaries, working with you www.skipton-intermediaries.co.uk
At Skipton Intermediaries brokers are their top priority, as the majority of their lending is done through the intermediary channel. That's why we're committed to delivering the right solutions for today's mortgage market, and understand that the way to help brokers deliver for their clients is through a personal, common-sense and flexible approach.
Together
Lending for the new norm togethermoney.com/partners/financial-intermediaries/
Established in 1974, Together has been bringing common sense to the UK specialist secured lending market for 45 years. Our expertise means we can look beyond mainstream criteria to take an individual view of customers' needs and treat each application on its own merits.
AMI

The Future of Success - Platform Presentation

AMI will be updating on the latest proposals from the FCA following their Mortgages Market Study and giving its view on the work all firms need to do to comply with the new Senior Managers and Certification Regime. These will have major and permanent impacts on firms and the market in 2020. AMI will also be sharing its opinion on the developing world of technology.

www.a-m-i.org.uk

The Coventry for intermediaries

Getting the most from the Coventry

Coventry for Intermediaries will cover recent changes to their lending policy. There will be a Residential update on self-employed policy, as well as an overview of Buy to Let improvements. They will also cover key areas to their proposition to help ensure that your clients get the best possible outcome.

www.coventryforintermediaries.co.uk

Fluent for Advisers

Secured Loans - A viable option to raise capital

Changes within the second charge market, Dispel some of the myths associated with second charges, When a second may be the best option for a client, Basic criteria for second charges, Just how easy is it to refer an enquiry

www.fluentforadvisers.co.uk/
Mortgage Brain

Customer Connections that Count

As we forge forward shaping and changing the mortgage process, we'll be demonstrating how increased functionality within technology enables Advisers to connect with customers. Through new features plus integrated solutions with Criteria Hub and other partners, there are unique opportunities for Advisers to forge closer and stronger relationships with your customers.

Lender Connectivity Like Never Before

We'll be demonstrating how technology can deliver true and transparent advantages in the relationships between the Lender, the Adviser and their customer. How technology offers connectivity with Lenders on a scale never delivered before, enabling Advisers to receive responses in seconds whether through an integrated or standalone system.

www.mortgage-brain.co.uk

NatWest

NatWest Intermediary Solutions

Service is our no.1 priority - that's why NWIS has a team over 50 BDMs covering the UK and a dedicated broker instant messaging service LiveTALK.
Delivering a better everyday experience for brokers and customers is at the core of what we do

www.intermediary.natwest.com

One

Experts in the Specialist mortgage market

After this presentation you will understand all the brands that make up One Savings Bank and how each one can help you with different aspects of the specialist market. With the demands and needs of the consumer ever changing, it's important to understand the specialist mortgages available in the market and how Kent Reliance & Interbay can provide products and services to suit your client.

www.kentrelianceforintermediaries.co.uk

Royal London

Building Relationships - benefits of a local lender (Belfast only)

Progressive Building Society - locally based lender. We put the broker first by a commitment to delivering a top class service, with easy and direct access to a dedicated team of experienced underwriters.

theprogressive.com/

Royal London

Shining a light on income protection

We'll show you how to include an affordable, quality Income Protection solution in a menu plan, whilst keeping to your client's budget. We'll also give you the tools to highlight that relying solely on state benefits if they become too ill to work, may result in them being unable to maintain their current lifestyle.

adviser.royallondon.com

Santander

Reasons why you should choose Santander for Intermediaries

The focus of Santander for Intermediaries round table presentation is to keep you up to date with what's changed, remind you of the reasons why you should choose Santander for Intermediaries and provide top tips on how you can get a quicker offer. We look forward to meeting you at the forthcoming road show events.

www.santanderforintermediaries.co.uk

Skipton Intermediaries

Skipton Intermediaries, working with you

At Skipton Intermediaries brokers are their top priority, as the majority of their lending is done through the intermediary channel. That's why we're committed to delivering the right solutions for today's mortgage market, and understand that the way to help brokers deliver for their clients is through a personal, common-sense and flexible approach.

www.skipton-intermediaries.co.uk

Together

Lending for the new norm

Established in 1974, Together has been bringing common sense to the UK specialist secured lending market for 45 years. Our expertise means we can look beyond mainstream criteria to take an individual view of customers' needs and treat each application on its own merits.

togethermoney.com/partners/financial-intermediaries/

platform speakers Click on the picture for more information

Emily Machin

Emily Machin

Head of National Accounts

OneSavings Bank

The Mortgage Market today

OneSavings Bank will be delivering a presentation which will focus on the current climate in the mortgage market and what the future looks like. We will discuss what's happening to the economy and how this directly affects us in the industry. We will also look at the value of the broker and how you can help more of your clients as the market leans towards specialist lending.

Robert Sinclair

Robert Sinclair

Chief Executive

AMI

The Future of Success

AMI will be updating on the latest proposals from the FCA following their Mortgages Market Study and giving its view on the work all firms need to do to comply with the new Senior Managers and Certification Regime. These will have major and permanent impacts on firms and the market in 2020. AMI will also be sharing its opinion on the developing world of technology.

Mark Lofthouse

Mark Lofthouse

CEO

Mortgage Brain

Impacting the Mortgage Process through Technology

It's not just advancements in technology but also the changing customer that an Adviser needs to plan for. We'll clarify how customers will change, and technology's part to play in meeting current and future expectations. With many Advisers claiming that there are no longer vanilla cases, technology can help give Advisers more time to do what they do best - advise.

Emily Machin

Emily Machin

Head of National Accounts, OneSavings Bank plc

Emily Machin is Head of National Accounts at OneSavings Bank (OSB). Managing corporate relationships across Kent Reliance for Intermediaries, InterBay Commercial and Prestige Finance, Emily ensures that strong relationships are maintained with OSB's key partners by overseeing strategic decision making to onboarding new corporate accounts, case progression, payment of procuration fees and the management of the broker support team.

Robert Sinclair

Robert Sinclair

Chief Executive, AMI and AFB

Robert helped establish the Association of Mortgage Intermediaries (AMI) as an independent entity on 1 February 2012. Robert joined the former parent trade body, AIFA, in October 2006, initially looking after the Association of Finance Brokers 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,

He brings a wealth of industry experience to the trade body having held a number of front line sales roles combined with experience in marketing, training and internal audit in HSBC and Santander.

Mark Lofthouse

Mark Lofthouse

CEO, Mortgage Brain

Mark joined Mortgage Brain as Chief Executive in 2002 and has over 31 years' experience in the application and delivery of technology based products and services across the financial services industry as a whole. He has been recognised by the Industry and has won the Technology Advocate award 4 times at the British Mortgage Awards. Formerly Managing Director of AssureWeb (now iPipeline), Managing Director of Insurance at CMG Computer Management Group and Associate Director at ACT Financial Systems.

agendas

08.45

Registration and Networking

09.30

Welcome and Platform Speakers: AMI, OneSavings Bank and Mortgage Brain

10.30

Refreshments and Networking

12.00

Refreshments and Networking

12.15

Roundtable Sessions continued

13.45

Lunch and Networking

Delegates participating in the accredited Mortgage Vision events can claim up to 3.5* hours towards the CII member CPD scheme. *excluding breaks

08.45

Registration and Networking

09.30

Welcome and Platform Speakers: AMI, OneSavings Bank and Mortgage Brain

10.30

Refreshments and Networking

11.45

Refreshments and Networking

12.05

Roundtable Sessions continued

12.50

Lunch and Networking

Delegates participating in the accredited Mortgage Vision events can claim up to 2.5* hours towards the CII member CPD scheme. *excluding breaks

12 venues to choose from

Newcastle

Gateshead Marriott Hotel

Wednesday, 25th September

NE11 9XF

book your place directions

Leeds

Leeds United FC

Thursday, 26th September

LS11 0ES

book your place directions

Southampton

Macdonald Botley Park Hotel

Thursday, 3rd October

SO32 2UA

book your place directions

London/Elstree

Holiday Inn London-Elstree M25

Tuesday, 8th October

WD6 5PU

Waiting list directions

Manchester

AJ Bell Stadium

Wednesday, 16th October

M30 7EY

book your place directions

Birmingham

Voco St John's Solihull

Thursday, 17th October

B91 1AT

book your place directions

London/Arsenal

Arsenal FC

Thursday, 31st October

N5 IBU

book your place directions

Belfast

Hilton Belfast Templepatrick

Wednesday, 6th November

BT39 0DD

book your place directions

Newport

Holiday Inn Newport

Wednesday, 13th November

NP18 2YG

book your place directions

Exeter

Exeter Racecourse

Thursday, 14th November

EX6 7XS

book your place directions

Maidstone

Tudor Park Marriott Hotel

Wednesday, 20th November

ME14 4NQ

book your place directions

Sunbury/Middx

Kempton Park Racecourse

Thursday, 21st November

TW16 5AQ

book your place directions

Mortgage Vision 2018 facts

Testimonials

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You can manage your account by logging the 'My Account' section of the website under the 'Products' section. This has facilities that, among other things, allow you to
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Security
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General Data Protection Regulation and Delegate Terms and Conditions
General Data Protection Regulation
Mortgage Brain complies with the new data regulation and we are committed to ensure that the content we are sending you is reasonable, desirable, and useful.
On agreeing to the terms and conditions of event attendance, we will use your data to send you relevant details about the operational delivery of the event. This includes, but is not limited to log in details, programme details, speaker information, and sponsor details. We will also be passing your details to each of the event sponsor companies, for the purposes of them contacting you to discuss your business requirements, and to inform you of their products and services relevant to your role.
We will also use your data to send you information about our other relevant intermediary events.
Our designated data controller at Mortgage Brain is Tarn Birha, Financial Director. Should you have an issue with how Mortgage Brain is processing your personal data, please email GDPR@mortgage-brain.co.uk
Delegate Terms and Conditions
  1. Delegate places are free of charge, subject to approval by the organisers based on job criteria.
  2. Registered delegates have access to the seminars where applicable. At an in-person event, you will be given an identification badge, which must be shown upon request.
  3. . Once you have registered and your application has been accepted, we will expect you to attend.
  4. We require at least 2 days' notice if you are unable to attend. Your place will allow another delegate to attend so please help us by cancelling your place if you are unable to attend.
  5. All cancellations must be received in writing to the Team at events@mortgage-brain.co.uk. You will receive confirmation of your cancellation. If you are unable to attend, subject to confirmation by the events team you may be able to send a substitute delegate.
  6. Mortgage Brain running the Mortgage Vision events reserves the right to change the programme, speakers, dates, or venue at any time, without notice. Should for any reason the venue or speakers change, or the event be cancelled due to an act of terrorism, extreme weather, disease control, industrial action, act of God or any eventuality beyond the control of Mortgage Brain, we shall endeavour to reschedule; but the delegate hereby indemnifies Mortgage Brain and holds Mortgage Brain harmless from and against any and all costs, damages and expenses, including legal fees, incurred by the delegate.
  7. Mortgage Brain will not be liable for damage, loss, injury, accident, annoyance, delay or irregularity, which occurs by reason of any act or default committed by any person or company.
  8. UK law shall apply to any claim against Mortgage Brain and all proceedings shall be within the exclusive domain of the UK Courts.
  9. The tick box of the delegate/visitor or his/her duly authorised agent on the registration form shall signify the delegate/visitor acceptance of the above conditions and the same shall bind both parties to this contract.
General Data Protection Regulation and Delegate Terms and Conditions
General Data Protection Regulation
Mortgage Brain complies with the new data regulation and we are committed to ensure that the content we are sending you is reasonable, desirable, and useful.
On agreeing to the terms and conditions of event attendance, we will use your data to send you relevant details about the operational delivery of the event. This includes, but is not limited to log in details, programme details, speaker information, and sponsor details. We will also be passing your details to each of the event sponsor companies, for the purposes of them contacting you to discuss your business requirements, and to inform you of their products and services relevant to your role.
We will also use your data to send you information about our other relevant intermediary events.
Our designated data controller at Mortgage Brain is Tarn Birha, Financial Director. Should you have an issue with how Mortgage Brain is processing your personal data, please email GDPR@mortgage-brain.co.uk
Delegate Terms and Conditions
  1. Delegate places are free of charge, subject to approval by the organisers based on job criteria.
  2. Registered delegates have access to the seminars where applicable. At an in-person event, you will be given an identification badge, which must be shown upon request.
  3. . Once you have registered and your application has been accepted, we will expect you to attend.
  4. We require at least 2 days' notice if you are unable to attend. Your place will allow another delegate to attend so please help us by cancelling your place if you are unable to attend.
  5. All cancellations must be received in writing to the Team at events@mortgage-brain.co.uk. You will receive confirmation of your cancellation. If you are unable to attend, subject to confirmation by the events team you may be able to send a substitute delegate.
  6. Mortgage Brain running the Mortgage Vision events reserves the right to change the programme, speakers, dates, or venue at any time, without notice. Should for any reason the venue or speakers change, or the event be cancelled due to an act of terrorism, extreme weather, disease control, industrial action, act of God or any eventuality beyond the control of Mortgage Brain, we shall endeavour to reschedule; but the delegate hereby indemnifies Mortgage Brain and holds Mortgage Brain harmless from and against any and all costs, damages and expenses, including legal fees, incurred by the delegate.
  7. Mortgage Brain will not be liable for damage, loss, injury, accident, annoyance, delay or irregularity, which occurs by reason of any act or default committed by any person or company.
  8. UK law shall apply to any claim against Mortgage Brain and all proceedings shall be within the exclusive domain of the UK Courts.
  9. The tick box of the delegate/visitor or his/her duly authorised agent on the registration form shall signify the delegate/visitor acceptance of the above conditions and the same shall bind both parties to this contract.
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