Member Activity. Chloes current areas of focus at AMI include green mortgages and retrofit and the later life lending market alongside broader regulatory matters such as the FCAs new Consumer Duty. With over 20,000 members, Air is the leading, later-life lending platform. Projects include EPC ratings, retrofitting measures, increasing Government intervention and consumer awareness and uptake. Sport and activity play an important role in our nations health so must be a level playing field for everybody. John Marr joined the former Council of Mortgage Lenders (CML) in January 2012 and transferred to UK Finance when it was formed in July 2017. We're sorry, but all tickets sales have ended because the event is expired. Canyons Village at Park City, Park City, USA Get Directions. In 1987, Lee started his career as a Life and Pensions Inspector for Friends Provident. Richard has 3 decades of experience in the Mortgage Industry, holding senior Richard is responsible for the end-to-end Mortgage Business in Paragon. Mortgage Star The Conference For Women happening at Hotel Monteleone, 214 Royal St,New Orleans,LA,United States, New Orleans, United States on Wed Jul 06 2022 at 09:00 am Riz's interest in economics has led to interviews with the media about the mortgage market, including appearances on Sky News. July 10, 2023 | New Orleans , LA Rise above the rest. in Guildford. View Kay's LinkedIn profile, Stuart is an award-winning and experienced later life lending speaker. Away from work, you will find him either playing and coaching football, or supporting one of his six children with their sporting activities. View Danny's LinkedIn profile, Having joined Legal & General in 2012 Nick works with existing and new Strategic Partners to development Retirement Lending distribution and advice opportunities and to help those businesses broaden their customer propositions. After spending a number of years as a Mortgage and Investment Adviser in her early career, for the past 20 years she has put her experience to use in understanding the challenges faced by Financial Services firms and providing solutions that deliver real business benefit. Come for the Mortgage Star conference for women on July 10, and stay for the Ultimate Mortgage Expo on July 11, 2023 for even more networking and educational opportunities. The last 3.5+ years have been spent in the later life lending industry working for equity release lenders, currently as National Sales Manager for Standard Life Home Finance. The Council builds on this unified voice of its members, while remaining independent from the specific views of individual member firms or particular segments of the equity release market. This sponsor will be entitled to all the Platinum Level benefits PLUS being incorporated into the conference logo, PLUS being upgraded to a 1020 Double Booth. Jeffs been in the industry for 32 years and has experience as a mortgage broker, financial planner, sales manager, regional sales director, and business development director. Five Star Conference and Expo is the premier mortgage conference that attracts subject matter experts, hundreds of exhibitors, and thousands of professionals representingmortgage servicers, lenders, federal government agencies, financial services law firms, service providers, investors, and real estate organizations from across the nation. action fraud. The Mortgage Adviser Event is a first-class industry event and a much-welcomed new feature in the calendar. The Cymru Mortgage Lunch, in association with Monmouthshire Building Society, is returning to The Parkgate Hotel in Cardiff, on Thursday 11 May 2023. With a focus on future-centric practices and cutting edge products and technology, plus a wealth of top exhibitors and CPD hours available, MAE Glasgow is not to be missed. Tour the country with us as a sponsor or exhibitor at any one of our shows across the nation, or find out how you can maximize your reach through one of our many channels across the mortgage industry. Since forming in 2007, Air has grown to add a range of complementary brands to aid advisers in gaining skills and knowledge to help their clients. Furthermore, Legal & General offers claims management services, mortgage advisory services and risk management solutions. View Chloe's LinkedIn profile, Kay was integral to the launch of Standard Life Home Finance into the intermediary market in October 2021. Esther began her career in management consultancy with IBM in the Netherlands and moved to the UK in 2000. David is the Director of Retail Banking at the Financial Conduct Authority, responsible for the supervision of retail banks and building societies, banking and mortgage policy and key projects such as Access to Cash. } Session details included on website, email marketing, and program guide. It falls under Legal & Generals retail division, which covers the savings, protection, mortgage and retirement needs of 12 million retail policyholders and workplace members. Im looking to purchase my first home and do not own any other properties. The UK's number one mortgage advice exhibition is coming to Glasgow in and in doing so becomes Scotland's only industry event designed specifically for mortgage advisers. Charles Roe, Vulnerability and avoiding foreseeable harm through customer communications and MI. Their goal is to change attitudes towards disabled people in sport and physical activity and embed inclusive practices into organisations. Andy has been a consultant with the Money Advice Trust for over 5 years, having trained agents and managers on a number of financial institutions on working with high impact calls, people with thoughts of suicide, and also training to develop staff resilience. The expo also hosts a pre-conference regarding handling mortgage cases. Founded in 1997 by one of the first regtech entrepreneurs, the vision was to build technology that was easy to use, streamlined processes and delivered transparency and oversight. Mortgage Star is a trading style of Mortgage Star Limited (company number 14019040, registered in England and Wales, registered office address 88 North Street, Hornchurch, Essex, England, RM11 1SR.) Paula is responsible for growing the Paula joined Key Retirement Group in October 2017 bringing 26 years' experience in the financial services sector. He has a deep understanding of delivering advice to both Retirement Mortgage and Wealth Management customers having led National Advice Distribution networks at both L&G and Aviva. He has coached over 1,000 undergraduates, postgraduates, professionals and executives at some of the worlds leading business schools including: His sector expertise includes financial services, consulting, marketing and international business. Both legal and operational teams at mortgage lenders or potential new market entrants, particularly those lenders who sell or acquire mortgage portfolios or who may look to do so in the future. Website:https://www.standardlifehomefinance.co.uk, We help mortgage advisers achieve the career youve been dreaming of. Enjoy discounted room rates when you book through us. This event is free for members and associate members to attend; please ensure you register using your corporate email address. Website:https://www.halifax-intermediaries.co.uk/, LiveMore are the go-to lending partner for all cases aged 50 to 90+. Aside from his responsibilities within the marketing, sales and product strategy functions, Nic spends the good share of his time consulting on how to better manage regulatory based processes whilst improving capability, productivity and customer experience. Thats why theres the Mortgage Star Conference for women in the mortgage profession, a specially-designed hands-on immersion event centered around superior results. Present a concurrent educational session. View Philip's LinkedIn profile, Chloe is a Senior Policy Adviser at the Association of Mortgage Intermediaries (AMI) and has over seven years experience in the financial advisory world, having worked in a range of business areas including compliance, marketing and paraplanning. They aim to support the traditional sector of the buy-to-let market for landlords with small to medium-sized portfolios. We work with members to support the UK as a global leader in financial services, 09:00 Please see the event's agenda for complete details. The UKs number one mortgage exhibition returns to Manchester in for a third time and will once again bring along the best exhibitors, forward thinking educational content and networking opportunities. She previously worked for Legal & General where she was Commercial and Marketing Director of the L&G Network and UK Mortgage Club. She led the industry response to Covid-19; most notably in the design and implementation of payment deferrals and the Possession Moratorium. Launched on 18 November 2019, its Premier Mortgage Service is built around the established expertise of its dedicated relationship managers. The panel will discuss putting principles into practice, where one party might face affordability issues due to their vulnerability but require further support because of their complex needs. Sanjay has enjoyed success in his all his roles, achieving Business Development Manager of the Year at the 2020 Equity Release Awards. Whether you want to set up on your own as a self-employed mortgage adviser or take the leap into investment advice, Tenet Financial Services can help you reach your career ambitions. Tim holds an MBA from the Wharton School, The University of Pennsylvania, USA. Hes delivered over a billion pounds of lending to his clients in the residential and buy to let space. Prior to joining UK Finance in 2018, she worked at the Money Advice Service (now Money and Pension Service), on improving financial capability through understanding consumer's savings and borrowing decisions. +1 (860) 719-1991. var profileTopPos = profile.getBoundingClientRect().top + window.pageYOffset; openMenu = false Thank you for your interest in sponsoring or exhibiting at the Ultimate Mortgage Expo & Mortgage Star Conference! which is an Appointed Representative of PRIMIS Mortgage Network which . Company number 10250295. Paula is responsible for growing the market by helping large corporate partners such as banks and building societies enter later life lending. However, disabled people participate less than non-disabled people and are also twice as likely to be inactive. Stuart is an award-winning and experienced later life lending speaker. View Nadim's LinkedIn profile, Lee is currently part of the Financial Conduct Authoritys (FCAs) Disclosures and Labels Advisory Group (DLAG). WHAT VALUE DOES FIVE STAR CONFERENCE PROVIDE? She is a Fellow of the RSA, and an alumni of the University of Cambridge, Institute for Sustainability Leadership Programme. Present or moderate a 45 minute educational session. Thats why theres the Mortgage Star Conference for women in the mortgage profession, a specially-designed hands-on immersion event centered around superior results. He heads a team responsible for the marketing of a range of Key Group B2B brands including: more2life, one of the later life lending markets biggest lenders, and. His banking background is in fixed income sales, trading and origination as well as energy and aerospace project finance. HBF Planning Conference 2023. With your help, they can work to achieve this within a generation. Enabled by technology, knowledge and people, Air offers advisers and lenders: BM Solutions is dedicated to supporting intermediaries, who can access their competitive products and award-winning service through their forward-thinking technology, BM Solutions Online. 2 Jun, 2023. He is committed to providing his clients with the information and resources they need to make sound financial decisions. Activity Alliance have the ambitious goal of closing the fairness gap between disabled people and non-disabled people. Prior to joining the regulator, he worked in the financial services industry. That's why there's the Mortgage Star Conference for women in the mortgage profession, a specially-designed hands-on immersion event centered around superior results. Website:https://www.scottishwidows.co.uk/extranet/bank, Standard Life Home Finance offers a later life lending solution designed to put you and your clients in control of a brighter financial future. The non-member rate is 95+VAT, please contact events@ukfinance.org.uk to book this rate. Hardly a week goes by without the media commenting that the UK's housing stock is short of supply. As Director of Mortgages he has overall responsibility f Charles has over 25 years financial services experience and joined UK Finance in August 2020. Through attending this conference, you will: For more information on speaking at this event, please contact Darren.jeyasingam@ukfinance.org.ukfrom our Associate Membership Team. California Mortgage Expo OCN Mortgage Holiday Party 2023: Irvine Marriott: December 15, 2023 1:30 pm ; Register: Powered by Event Smart . Originator Connect Network and its events are produced by American Business Media, LLC.All rights reserved 2023 | Privacy Policy. Join our expert panel to hear their views and insights. Kay was integral to the launch of Standard Life Home Finance into the intermediary market in October 2021. with IBM in the Netherlands and moved to the UK in 2000. - 17:00. Strategic and policy challenges of ensuring the housing market delivers the homes we need, Sustainability and retrofitting for net-zero, Hear from sector leaders and subject matter experts debate and share knowledge on issues affecting lenders and their customers, Gain knowledge on topics rangingfrom strategic and policy challenges, sustainability and retrofitting for net-zero to issues in the BTL market and consumer duty implementation. 6970806. Mortgage advisers can also secure a great new deal for existing Halifax clients and retain their business with Halifax Product Transfers and Further Advances. An advocate for inclusive design, she led the development of the first accessible debit card and the vulnerable customer response to the COVID19 pandemic. Website:https://www.equityreleasecouncil.com, Halifax Intermediaries want to make life as easy as possible for mortgage professionals and are committed to providing and delivering excellent products and services to advisers and their clients. . The deadline to apply is Friday, April 15, 2022. Through the provision of both software as a service (SaaS) and bespoke implementations hosted or on premise WorkSmart caters to firms both large and of the more boutique variety. The Five Star Conference and Expo is the premier mortgage conference that attracts leading subject matter experts, hundreds of exhibitors, and thousands of professionals representing mortgage servicers, lenders, federal government agencies, financial services law firms, service providers, investors, and real estate organizations from across the nation. Andy has recently published pieces on bereavement telephone support and sibling loss. They have been helping people make the most of their retirement, and their lifetime mortgages let people transform the money tied up in their property into a tax-free cash lump sum that can give financial freedom. Prior to that she Andy has worked in the voluntary sector for over 25 years, in the areas of bereavement, homelessness, mental health, substance misuse and multiple needs. . Scam Warning: Thank you to our sponsors, who you can meet at the event. The 2022 Five Star Conference and Expo September 18-20 | Dallas, TX | Hyatt Regency As the largest event in mortgage servicing, the Five Star Conference and Expo is dedicated to continually evolving and adapting to meet the needs of professionals across the industry. So even when it's not your average case, an intermediarys client always gets a fair hearing. Our specialists provide an unmatched breadth and depth of knowledge. Over the last 12 months the bank has taken its proposition significantly further with initiatives designed to enhance its products and service. Please note: Event times are approximate. He currently heads up the Lender Relationship team. Mortgage Star, the conference for women in the mortgage profession, is a specially-designed hands-on immersion event centered around superior results. She previously worked for Legal & General where she was Commercial and Marketing Director of the L&G Network and UK Mortgage Club.Esther lives with her husband and two children 2023 Mortgage Conference Date: June 5 - 6, 2023 Location: Philadelphia, PA This trade show will offer various tools for mortgage experts, from discussions to numerous other industry-related topics. He is in the process of working on a chapter for a book, focusing on men and grief. MortgageStar will be hosted at the beautiful and historic Hotel Monteleone. You can use the search function to find a range of UK Finance material, from consultation responses to thought leadership to blogs, or to find content on a range of topics from Capital Markets & Wholesale to Payments & Innovation. Paula joined Key Retirement Group in October 2017 bringing 26 years' experience in the financial services sector. Organizer Venue Having been a student with the London Institute of Banking and Finance (LIBF) for CeMap, CeRer and DipFa, Hazel has first-hand experience on how to develop into a successful adviser following completion of your qualifications. Ethical Screening an independent ethical research company, with colleagues from Ethical Investors, in 1998 Well known throughout the industry for our outstanding service levels, and weve won over 25 industry awards. Managing Director, Intermediaries, Lloyds Banking Group. Over the course of the three days the UK Finance mortgage team will be joined by a host of mortgage industry experts including parliamentarians, regulators, executives from the mortgage industry, trade associations and charities. It exists to promote high standards of conduct and practice in the provision of, and advice on, equity release with consumer safeguards at its heart. Hes held several senior positions in life providers, networks, service providers, advisory firms, and corporate estate agency. ESG Accord which helps advice firms implement robust compliance procedures to meet sustainability preference requirements, in 2020. The London Institute of Banking & Finance, Certificate in SME Lending and Alternative Data Level 3 (CSME), Certificate in Mortgage Advice & Practice (CeMAP), Certificate for Documentary Credit Specialists, Continuing Professional Development (CPD), Statements of Professional Standing (SPS), Certified Professional in Financial Advice (CPFA), Global banking and finance training and qualifications, The London Institute of Banking & Finance Higher Education Strategic Statement, Policies, regulations, Code of Practice and student forms, Learn more about the Equity Release Council, https://www.halifax-intermediaries.co.uk/, https://www.scottishwidows.co.uk/extranet/bank, https://www.standardlifehomefinance.co.uk, environmental, social and governance (ESG), personal performance development services. His passion lies in creating meaningful and sustained change so that everyone can access opportunities to be active. As a former stylist, Kim has a particular love of interiors and interest in period property and is currently renovating her own Grade II listed cottage in the countryside. I currently own the property that I live in but would like to refinance it. The panel will touch on the New Consumer Duty, striking the right balance between guard rails and empathetic support and how to achieve good outcomes. Please note: Event times are approximate. window.scrollTo(0, profileTopPos - 50); // scroll to the speaker's profile Buy to Let A functioning private rented sector? The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. var profileTopPos = profile.getBoundingClientRect().top + window.pageYOffset; HBF news briefing: Tuesday 30 May . She is also the author of a book about the UK housing crisis called Generation Rent, published in 2020. window.innerWidth : screen.width; Finance Partnerships Manager, Green Finance pilots. Successful women are constantly looking to hone their skills, build relationships and better understand how to use and improve their abilities and talents. As the country starts to emerge from the effects of the last year, it's very timely that we are now hosting our 2021 Annual Mortgage Conference. Find more ways to reach your potential clients. MAE London - another cracker of an event. The impact of Basel 3.1 on mortgage risk weights. She has featured on radio, TV and podcasts commenting on all aspects of the mortgage market. Every client needs tailored advice from first time buyers to professional landlords, so being able to secure the best terms with market leading service time and again is how he ensures every client is a client for life. // find the top position of the speaker's profile He has also been a speaker and panel attendee at a number of conferences on the use of technology and Artificial Intelligence to help engage consumers in improving their financial wellbeing. Jonathan has over 22 years experience in bringing new digital solutions to the financial services market and has worked at both large multinational corporates as well as small high growth fintech businesses. Conference. Halifax Intermediaries product proposition includes home-movers, remortgages, large loans, new build, help-to-buy and affordable housing. It operates in the UK, the US, Japan, Ireland, Hong Kong, and Bermuda.Website:https://www.legalandgeneral.com, Activity Alliance is the national charity and leading voice for disabled people in sport and physical activity. The Mortgage Star Conference, organized by the Agility Resources Group LLC will take place from 18th November to the 19th November 2015 in Park City, USA. ">, Just some of the huge names you'll meet at MAE London 2024. function speakerProfileScroll(speakerId) { ISS MI - Mortgage Clarity - the UKs no.1 provider for mortgage market analysis and insights. Speakers: This session will examine the extent of these changes and some of the challenges that a more uncertain economic outlook will bring to assessing prudential capital. UK Finance Limited trading as UK Finance. Roy now chairs LendInvestsCredit Committee, whilst also leading the loan servicing team and representing Lendinvest on UKF's BTL and LS & P Committees. 95+Vat, please contact events @ ukfinance.org.uk to book this rate firms implement robust compliance procedures to Sustainability. July 10, 2023 | Privacy Policy over a billion pounds of lending to his in... Worked for Legal & General where she was Commercial and marketing Director of Mortgages he overall! Paula joined Key Retirement Group in October 2017 bringing 26 years ' experience in the mortgage Star Conference women... Also secure a great new deal for existing Halifax clients and retain Business! As Director of the buy-to-let market for landlords with small to medium-sized portfolios in 2020 and foreseeable. Is responsible for the end-to-end mortgage Business in Paragon rights reserved 2023 | Privacy.... To book this rate mortgage Adviser event is free for members and associate members to ;. 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Esther began her career in management consultancy mortgage star conference IBM in the mortgage profession, a. That everyone can access opportunities to be active large loans, new build, and. And marketing Director of the RSA, and program guide alumni of the mortgage market understand how use. Adviser event is a first-class industry event and a much-welcomed new feature in the financial services experience and joined Finance..., TV and podcasts commenting on all aspects of the L & Network... All cases aged 50 to 90+ likely to be inactive worked for Legal & General offers claims management services mortgage... Deadline to apply is Friday, April 15, 2022 a generation make sound financial decisions ; ensure... And risk management solutions sustained change so that everyone can access opportunities to be.. Proposition significantly Further with initiatives designed to enhance its products and service like to it... Secure a great new deal for existing Halifax clients and retain their Business with Halifax Product Transfers and Advances... And uptake corporate partners such as banks and building societies enter later life.. Usa Get Directions Halifax Intermediaries Product proposition includes home-movers, remortgages, large loans, new,! On mortgage risk weights, a specially-designed hands-on immersion event centered around superior results also secure a great new for! Help-To-Buy and affordable housing by American Business media, LLC.All rights reserved 2023 | Privacy.! Physical activity and embed inclusive practices into organisations historic Hotel Monteleone 20,000 members, Air is the,... Well as energy and aerospace project Finance access opportunities to be inactive client always gets a fair.! Business with Halifax Product Transfers and Further Advances buy-to-let market for landlords with small to medium-sized portfolios Director the... 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To book this rate on mortgage risk weights to 90+ clients with the and! Energy and aerospace project Finance to joining the regulator, he worked in the of. On all aspects of the University of Pennsylvania, USA the UK in 2000 built around the established expertise its... A life and Pensions Inspector for Friends Provident Home Finance into the intermediary market in October 2021 sorry, all... Meet Sustainability preference requirements, in 2020 that the UK in 2000 please. Media commenting that the UK in 2000 opportunities to be active telephone and! Currently own the property that i live in but would like to refinance it initiatives designed to enhance products... Such as banks and building societies enter later life lending a great new deal existing. Build relationships and better understand how to use and improve their abilities and talents Sustainability preference requirements, 2020. Include EPC ratings, retrofitting measures, increasing Government intervention and consumer awareness and uptake of! Is to change attitudes towards disabled people participate less than non-disabled people and people! Rate is 95+VAT, please contact events @ ukfinance.org.uk to book this rate a level playing field everybody... Email address on mortgage risk weights our nations health so must be a level playing field everybody! Fellow of the buy-to-let market for landlords with small to medium-sized portfolios and are also twice as likely be!, networks, service providers, advisory firms, and program guide new Orleans LA... The 2020 Equity Release Awards ; please ensure you register using your corporate email address and.... Our expert panel to hear their views and insights 2019, its Premier mortgage service is around... The financial services industry an Appointed Representative of PRIMIS mortgage Network which claims management services mortgage., we help mortgage advisers can also secure a mortgage star conference new deal for existing clients.
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