2019 Agenda

Please note, this is subject to change at any time.


08:15 Registration and networking coffee
08:55 Chair’s opening remarks
09:00 Opening keynote presentation
The picture in 10 years

The Help to buy scheme is ending. The private rented sector is ballooning while homeownership drops. People’s lives are more mobile, more fragmented, and more unpredictable than ever, and the regulator is starting to sound the warning over what it sees as riskier lending. Take a spin in our DeLorean to find out what the mortgage market will look like in the next decade.
Darren Winder, Head of Economics & Strategy, The Lazarus Partnership​

Regulation - Mortgage Market Study

Vikki Jefferies, Proposition Director, PRIMIS in conversation with Robert Sinclair, Chief Executive, AMI & AF


A review of the BTL Market 3 years on – What are the true effects of the tax & regulatory changes
Dive into a review of the current BTL market and how the tax & regulatory changes in 2015 & 2017 have affected today's landlords. This presentation will provide an in depth look at the current market, how landlords are feeling and what may be in store for the future.

Emily Machin, Head of National Accounts, One Savings Bank


Making buy-to-let work for your clients
Regulatory and political pressure have made the BTL sector much more difficult to navigate profitably in recent years. However, with the private rented sector becoming so large, it’s clear that there is still money to be made. Ensure you’re ready for any questions a client may throw at you.

Moderated by: Gary Adams, Acting Editor, Mortgage Strategy

Lucy Barrett, Managing Director, Vantage Finance
Sarah Kelly,
Head of Private Office, Property Finance
Jeni Browne,
Sales Director, Mortgages for Business 
Adrian Moloney, Sales Director, One Savings Bank

10:50 Morning networking break

Much is being promised, but how much tech is really delivering in 2019?

Our market is one of the most dynamic in financial services and the regulatory, economic and self-created upheavals in recent years, plus those to come offer challenges and opportunities to brokers, lenders, suppliers and the end borrower. Our adoption of revolutionary technology in the mortgage market is slow however, so can it always be so and what effects could it have in the short to medium term?

Dale Jannels, Managing Director, One Mortgage System

11:40 Technology – how can it work for me?

After a frenzied few years of development there is now a plethora of platforms and solutions to choose from to suit businesses of all sizes. Find out which will work best for you. We will also take a look at the next steps in software that are being worked on by the boffins now.

Moderated by: Gary Adams, Acting Editor, Mortgage Strategy
Mark Graves, CEO, Auxilium Partnership
Nicola Firth,
CEO & Founder, Knowledge Bank
Conor Murphy,
CEO, Smart365

12:10 5 min changeover


Attendees have the opportunity to join one of four 30 minute workshops. After the first workshop, you will rotate and have the chance to participate in a second workshop.


Secure, Real-Time Affordability Solutions (with a secret ingredient)

Neil Robinson, Head of Sales, UK & Republic of Ireland, MOGOPLUS

Why property investors continue to turn to bridging finance

Gareth Lewis, Commercial Director, MT Finance


5-min changeover


Secure, Real-Time Affordability Solutions (with a secret ingredient)

Neil Robinson, Head of Sales, UK & Republic of Ireland, MOGOPLUS

Why property investors continue to turn to bridging finance 

Gareth Lewis, Commercial Director, MT Finance


Networking lunch break


What’s fuelling specialist lending and the demand for manual underwriting?

Explore how the homogenisation of the mainstream market, a rise in non-standard income streams and an increase in borrowers with adverse credit is fuelling specialist lending and the demand for lenders that take a manual approach to underwriting.

Paul Adams, Sales Director, Pepper Money


Complex clients
The UK’s working habits are becoming more complicated and lenders are becoming more open to servicing would-be borrowers who sport adverse credit histories. The mortgage sector is more intricate than ever and staying informed as it twists and turns is almost a full-time job in itself – but embracing this rapid growth can lead to gilt-edged opportunities for brokers. 

Moderated by: Gary Adams, Acting Editor, Mortgage Strategy

Kate Fuller, Business Principal, Mortgage Advice Bureau Crawley
Alan Cleary,
Managing Director, Precise Mortgages
Nicholas Morrey, Product Technical Manager, John Charcol


Aldermore Insight – our latest buy to let research findings

See the changes in the buy to let market and how this has impacted intermediaries, their customers and lenders. The research covers demand for properties, product accessibility, costs and returns and the case for using a broker.

Jon Cooper, Head of Omnichannel Distribution, Aldermore


Afternoon break


New blood – the biological future of the industry
We’re all here because we love this industry. It rewards application and vision. But to keep from going stale we need to both keep ourselves in prime condition and encourage a new intake of people, ensuring fresh ideas and novel approaches. Our panellists discuss their experiences in both these arenas.

Moderated by Jake Carter, Reporter, Mortgage Strategy

Martin Stewart, Founder & Director, The Money Group
Clare Jupp,
Director - People Development, Brightstar Financial Ltd
Dominic Basilea,
Director, Aqua Wealth Management


Chair’s closing remarks and close of conference.



Workshop Sponsor




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