Event Agenda

Join us at one of our free mortgage adviser roadshow events 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 2025

OSB Group

2025 has been badged the year of opportunity, and the wider economy appears more settled.

OSB Group will share its views on the UK mortgage market, provide you with insights into the UK economy and discuss what 2026 might look like.

Thanks to stability in the market, more and more clients are looking to mortgage brokers to understand their options, from buying their first home through to looking at how to diversify their investment portfolio.

OSB’s presentation will also cover where the opportunities are for your clients and how the mortgage market has evolved to meet your needs.

10:05am – 11:10am

Roundtable discussions

11:10am – 11:40am

Coffee & networking

11:40am – 12:05pm

Navigating the next chapter in mortgage advice

Association of Mortgage Intermediaries

In a mortgage market defined by economic pressure and regulatory evolution, the role of the adviser has never been more critical. This update from AMI offers advisers a timely perspective on the current state of the industry and what lies ahead, with a particular focus on how advisers can continue to thrive in a shifting landscape.

AMI will explore the changing regulatory environment, reflecting on the Consumer Duty, focus on the innovation and simplification within the mortgage sector and the anticipated developments that could reshape the buy-to-let and landlord space.

The session will also unpack AMI’s policy priorities, highlighting where the association is advocating for advisers and the future of the advice profession.

12:05pm – 1:10pm

Roundtable discussions

1:10pm – 1:15pm

Comfort break

1:15pm – 1:45pm

Key Partner Panel

The future of distribution: how will technology shape mortgage and protection advice, and the homeowner’s journey in 2026 and beyond

Technology is rapidly changing the way mortgage advisers support their customers — from how advice is delivered to how products are sourced, recommended, and completed. This forward-looking panel will explore how digital innovation will shape the future of mortgage distribution, and what that means for advisers and their clients in 2026 and beyond.

We’ll unpack the practical impact of emerging technologies like AI, open banking, and digital ID on the adviser-customer relationship, with a focus on how these tools can help deliver faster, smarter and more personalised advice.

What should advisers be doing now to prepare? How will customer expectations evolve? And how can technology empower you to deliver better outcomes, build stronger relationships and grow your business?

This panel debate is designed to help you stay ahead in a market where technology isn’t replacing advisers – it’s enhancing them.

1:45pm – 1:50pm

Closing remarks

1:50pm – 2:30pm

Lunch and networking

What to expect

Mortar Board Icon Pebble colour

Claim up to 3.75 CPD hours

Speech Bubbles icon Pebble colour

Roundtable discussions
& networking

Icon_idea Pebble

Discover new business opportunities

Microphone icon pebble coloured

Mortgage industry thought leaders

Like Icon Pebble colour

93% of attendees rated our events very good or above

Food icon pebble colour

Lunch included