Agenda. SMP Mortgage & Protection Roadshow Q1, Birmingham 3:35. Venue: Date:

Transcription

1 Agenda SMP Mortgage & Protection Roadshow Q1, Birmingham Venue: Ramada Sutton Coldfield, Penns Lake Rd, Sutton Coldfield, Birmingham, B76 1LH Date: Thursday 07 Mar :35

2 In association with our Partners in Professionalism: 7-Mar :45-09:30 Delegate Registration 09:30-09:40 Chair s Welcome Lee Travis, Personal Finance Society 09:40-10:10 and Introduction Mortgage Market Update & Delivering the Frictionless Mortgage Develop a greater understanding of the Mortgage market from a distributor s perspective. Understand some of the effects the economy is having on the market. Learn how technology will influence this sector of the market. Craig Hall, Legal and General Mortgage Club 10:10-10:40 Bridging and Development Finance In this session you will also learn: Bridging and Development finance: 101

3 How you can provide additional support to your existing client bank How to help your clients become a property developer How to arrange bridging and development finance Paul Huxter, Enterprise Finance 10:40-11:05 11:05-11:35 Morning Break Later Life Lending: opportunities for growth Understanding later life lending and the equity release market opportunity The different types of customers who could benefit from equity release Practical applications for your client base Gillian Roberts, Key Retirement 11:35-12:05 Financial Crime Overview During this session you will have an understanding of: Common and emerging themes. Lender controls. The overview of fraud types, to help intermediaries better identify concerns and protect themselves. Ben Williams, Coventry Building Society 12:05-12:40 Better Protection Conversations At the end of this session you will be able to:

4 Describe the importance of making a good first impression Explain the importance of advice using a simple opening premise Demonstrate the true benefits of Professional Advice vs non-advice Position protection risks and probability using the Royal London Marketing Studio Reports Describe why a discussion around lifestyle expenditure can help you manage the objection about affordability and budget Build a cost-effective menu-based protection solution Shelley Read, Royal London 12:40-13:30 Lunch 13:30-14:00 Buy-To-Let It s specialist time! Following this session, you ll have a greater understanding of: The complexity and structure of ownership and the implications for not choosing the right structure Buying without needing to save for a deposit Equity acceleration Property conversion Understanding HMOs Tenants in Common Limited Companies and SPVs Incorporation tax relief Stamp duty and its implications Roger Morris, Precise Mortgages 14:00-14:30 Wills, Estate Planning and Lasting Powers of Attorney Following this session, you will know:

5 When a client should make a Will, when it should be reviewed and what are the relevant considerations when making a Will The application of the newly introduced residence nil rate band A general understanding of inheritance tax How to understand the different types of Lasting Powers of Attorney and when they can be used The ability of the attorneys to make gifts Annie Beaumont, Blacks Solicitors LLP 14:30-14:35 Chair's Close

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.