Event programme

London

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Seminar Theatre

Supported by:

Square 1 Media
9:30AM-10:00AM
Keynote address from the AMI

In this session you will learn:


Mortgage Adviser Event is delighted to welcome Stephanie Charman, the newly appointed Chair of the Association of Mortgage Intermediaries (AMI), to deliver the keynote address at this year’s Mortgage Adviser Event in London. This will be Stephanie’s first keynote address in her new role, offering brokers a unique opportunity to hear her view of our industry and how the AMI plans to support advisers through the next chapter of change.


This session will explore the current state of the mortgage market and what lies ahead for brokers, with a look at how inflation, interest rates, and the cost-of-living crisis are shaping consumer behaviour and remortgage activity. It will also examine how brokers can evolve their value proposition - identifying overlooked demographics such as self-employed and later-life borrowers and expanding the scope of advice brokers offer through products like protection.


The session will also cover the shifting regulatory landscape, including reflections on the first year of Consumer Duty and anticipated policy developments affecting landlords and the BTL sector. With AMI playing a key role in championing brokers’ interests, the keynote will highlight how the association is supporting advisers through change. Finally, Stephanie will look ahead to the future of the profession -addressing how we attract new talent, improve diversity and inclusion, and position mortgage advice as a career of choice.

Stephanie Charman - AMI

10:20AM-10:50AM
From tax changes to tenant demands: how BTL is adapting to meet landlord needs

In this session you will learn:

This session explores the evolving buy-to-let (BTL) landscape, focusing on how landlords and the mortgage industry are adjusting to shifting financial and regulatory pressures - including the implications of recent tax changes, changing tenant expectations, and opportunities for advisers to guide clients through restructuring portfolios.

Roger Morris - Chetwood Financial

David Whittaker - Keystone Property Finance

Steve Cox - Fleet Mortgages

Adrian Moloney - OSB Group

11:00AM-11:30AM
The role of building societies in today's mortgage market

In this session you will learn:

This session highlights how building societies are maintaining relevance and adding value in a competitive lending environment. Our expert panel will look at how building societies work with under-served markets and drive product innovation, and how brokers can work together for better long-term client outcomes.

Christopher Blewitt - Darlington Building Society

Claire Askham - Buckinghamshire Building Society

Tom Denman-Molloy - Mansfield Building Society

Jeremy Duncombe - Accord Mortgages

Paul Broadhead - Building Society Association

12:45PM-1:15PM
Tackling the first-time buyer affordability squeeze

In this session you will learn:

With rising house prices and interest rates, first-time buyers are feeling the pinch. This session examines practical solutions such as lending schemes and innovative products and explores the adviser's role in helping FTBs achieve homeownership.

Louise Weiss - Bank of Ireland

James Briffitt - The Mortgage Works

Andy Dean - Lloyds Banking Group

Futures Theatre

Supported by:

Square 1 Media
10:00AM-10:30AM
Beyond the High Street - How Specialist lenders serve complex clients

In this session you will learn:

As the mortgage landscape grows increasingly diverse, specialist lenders are stepping in where traditional High Street banks often fall short. This panel explores how these lenders are addressing the needs of complex clients - from self-employed professionals to those with adverse credit histories - and how brokers can best support them.

Chris Kirkby - Shawbrook Retail Mortgages

Zahira Fayyaz - Market Financial Solutions

Rob Barnard - Pepper Money

Tanya Elmaz - Together

Sonia Mann - Roma Finance

11:30AM-12:00PM
Retrofit - is there a solution?

In this session you will learn:

With energy efficiency targets tightening and the retrofitting of homes becoming increasingly urgent, this panel asks the big question: is there a scalable, affordable solution that works for landlords? Hear from our expert panel on the challenges and opportunities in funding and implementing green home improvements to meet future EPC requirements.

Laura Sneddon - Hinckley & Rugby Building Society

Colin Calder - Digital Buildings

Jonathan Shaw - Countrywide Surveying Services/Harvey, Donaldson & Gibson

12:30PM-1:00PM
Evolving alongside borrowers: The broker's blueprint for the future

In this session you will learn:

As borrower needs and behaviours evolve, so must brokers. This session delves into how brokers can futureproof their businesses, remain relevant in a tech-driven world, and continue to offer real value through personalised service and a real understanding of what borrowers want.

Sam Kirtikar - The Mortgage Broker

Matthew McCall - London & Country

To be confirmed - Stonebridge

To be confirmed - Sesame Bankhall Group

To be confirmed - HSBC Life

1:25PM-1:55PM
The future of technology, AI, and the home buying process

In this session you will learn:

From chatbots to robo-underwriting, the mortgage journey is being transformed by technology and AI. This panel will unpack how automation and other forms of new mortgageg tech are reshaping everything from applications to completions - and what this means for brokers, lenders, and buyers alike.

John McCurry - Counrywide Surveying Services

Adrian Richardson - Mortgage Wallet

David de Souza - Twenty7tec

To be confirmed - Acre Software

CPD hours will only be awarded if you scan in and attend a seminar session

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