Archives: Events

Kensington Post Lockdown: The Future for brokers and customers

Online

Platform: GoTo Webinar  Content: Hosted by Craig McKinlay, our New Business Director. Craig McKinlay has 25 years of experience working in Commercially focused roles across Financial Services, Telecomms and FMCG in the UK, Europe and Africa.

Test Event for Network Members Only

Connect Academy 39 Station Lane, Hornchurch, Essex

This is a test event using the new "Network Members Only" category. Not a member?

Legal & General Specialist BTL Workshop 1 – Overview of BTL landscape & Legislative Changes

BrightTalk

Content: Topics include: BTL Time line of legislative changes & the effects on landlords Additional considerations for FTB v FTL An introduction to Section 21 Explaining SPV’s, Tenants in common What are the different types of tenant? Understanding background affordability stress Portfolio and portfolio diversification How can my landlord increase their yields?   Platform: BrightTalk

Lee Williams Zoom Meeting

Online

HOST: Lee Williams TIME: 11:00 - 11:30 PLATFORM: Zoom CONTENT: Proposed Agenda:- Refresh on products and criteria Update on Appetite in the current climate > REGISTER

Free

Legal & General Specialist Buy-to-Let Workshop 2 – Taxation & Structures of Ownership

Online

Platform: BrightTalk Content: Topics include: What expenses do landlords need to consider? Stamp Duty surcharge and final rules How can my Landlord increase their yield? Holiday lets overview, plus impact of Airbnbs An introduction to complex BTL ownership structures What are debentures and floating charges? Is selling a personally owned buy to let to a …

Legal & General Specialist Buy-to-Let Workshop 2 – Taxation & Structures of Ownership Read More »

Later Life Webinar with Legal & General Home Finance

Online

Later Life Webinar from Legal & General Home Finance with guest speaker Paul Hopton With the UK mortgage market beginning to open back up, the last 12 weeks have reinforced the importance of business resilience. While business hasn't necessarily stopped, many advisers have reflected on the changing needs of clients during this time and taken a …

Later Life Webinar with Legal & General Home Finance Read More »

Free

Fleximize Covid-19: Preparing Your Business for the ‘New Normal’

Platform: Zoom Content: As the UK economy begins to get moving again and businesses start to reopen, many are wondering what the 'new normal’ will look like. There are a multitude of considerations for businesses from all industries and we’d like to ease the burden. In partnership with Lawbite, Crunch, and Business Growth Coaches Network …

Fleximize Covid-19: Preparing Your Business for the ‘New Normal’ Read More »

Covid-19: Preparing Your Business for the ‘New Normal’

Online

Platform: Zoom   Content: As the UK economy begins to get moving again and businesses start to reopen, many are wondering what the 'new normal’ will look like. There are a multitude of considerations for businesses from all industries and we’d like to ease the burden. In partnership with Lawbite, Crunch, and Business Growth Coaches …

Covid-19: Preparing Your Business for the ‘New Normal’ Read More »

Paymentshield Launch and Training’

Online

Platform: GoTo Training   Content: This training session will help you understand the insurance offering from Paymentshield. The Training will be delivered in 2 parts with a short break between them 1st session is an Introduction to Paymentshield. This includes an overview of the proposition and our Home Insurance product and reasons to use Paymentshield. …

Paymentshield Launch and Training’ Read More »

Legal & General Specialist Buy-to-Let Workshop 3 – HMOs and Article 4

Online

Platform: BrightTalk Content: Topics include: > What expenses do landlords need to consider? > Stamp Duty surcharge and final rules > How can my Landlord increase their yield? > Holiday lets overview, plus impact of Airbnbs > An introduction to complex BTL ownership structures > What are debentures and floating charges? > Is selling a …

Legal & General Specialist Buy-to-Let Workshop 3 – HMOs and Article 4 Read More »

The Definitive Guide to Houses in Multiple Occupation (HMO)

Online

Platform: BrightTalk   Content: In a time of market uncertainty, HMOs are an attractive option for landlords looking to maximise their rental yields. In this third webinar, Roger Morris at Precise Mortgages considers some of the areas landlords need to be aware of before converting a property, the rules and regulations that could affect an …

The Definitive Guide to Houses in Multiple Occupation (HMO) Read More »

Cherry invites you to join OMS and partners in a Technology Webinar

Online

Platform: EventBrite   Content: The webinar will include a live demonstration of the OMS CRM solution, along with brief demonstrations from Knowledge Bank, Iress and iPipeline who have integrations with the OMS platform. The event will allow live interaction with questions from attendees answered live. The event will start at 10.30am and finish at 12pm. …

Cherry invites you to join OMS and partners in a Technology Webinar Read More »

Legal & General Specialist Buy-to-Let Workshop 4 – Landlord Engagement Strategy & BTL Summary

Online

Platform: BrightTalk Content: Topics include: > Summary of the BTL landscape > How to remove any confusion for the landlords > What new legislation and standards are coming in over the next 12-18 months > How you can help landlords diversify their portfolios where required > Landlord engagement strategies > What a landlord can offset …

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Landlord Engagement Strategy & BTL Summary

Online

Platform: BrightTalk   Content: This fourth and final Webinar in the series by Roger Morris at Precise Mortgages, will discuss why it’s never been more important to have an effective engagement strategy in place. With so much information for landlords to absorb, brokers that ensure they keep their landlords up-to-date with the latest developments will …

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Specialist Buy-to-Let Workshop 4 – Customer Engagement & Buy to Let Summary

Online

The fourth and final webinar in the series focuses on how you can add value to your landlords through providing exceptional service, including how to communicate the raft of new information to both new and existing customers/landlords when asked. This webinar looks into the best ways to keep in touch, some of the requirements being introduced in 2020/21 that they may not be aware of and discusses the importance of ongoing education.

Legal & General Relevant life plan webinar

Online

The webinar will cover full details of Legal & Generals Relevant Life Plan which is a term assurance plan available to employers to provide an individual death in service benefit for an employee. The policy is written in a tax efficient way leading to potential savings which will be covered in the webinar.

Legal & General – Business Protection Webinar – Share and partnership protection

Online

The webinar will cover Legal & General's research into the business protection market for share and partnership protection cover and also how the policies are written. This will include details of the most common structures for these arrangements, an overview of any legal agreements required and how the level of cover is identified.

Legal & General Insight into articles and accounts

Online

The structure of a limited company and its articles of association can give a great insight into the protection a business needs and how to ensure it’s written in the best way. Their accounts help an adviser to understand the potential amounts of protection a business may need. The webinar gives an overview of these valuable resources.

LV – Stepping into business protection

Online

This webinar will walk through the basics on what business protection is, who can benefit and what an LV= Business Protection policy could offer your clients. If you attend this webinar, we'll issue you with a 45 minute Continued Professional Development certificate

Legal & General Rental protection opportunities – London central area

Online

Currently around 5m households, or 21% of the total, are in private rented accommodation, a quarter of who are families with children and this is set to rise. Half the 25-34 population are renting and 81% have no cover. This is a hugely under developed market and one we can help you consider.

LV – Business Protection solutions – Relevant Life Cover

Online

This webinar Marcus Primhak, our Business Protection specialist, will walk through the detail of our business protection offering, focussing solely on our Relevant Life Product, who it is suitable for, and how your clients would benefit from having a Relevant Life policy in place.

Legal & General – Added value of your advice

Online

A back to basics session on the fact that now is the time to talk to our clients, offer a friendly voice, some reassurance and some simple information that may help them during the current circumstances and importantly also demonstrates that you are there for them now and in the future. Highlights the difference you make to the relationship and the real value of your advice.

The Source – A view of the Buy to Let horizon

Online

Coronavirus has deeply affected all industries especially the housing market. However, the financial impact felt across the UK is predicted to drive a surge in demand for rental properties. We’re taking a look at the Buy to Let horizon and exploring ways brokers can boost revenue and support clients.

Legal & General – Research into Business protection

Online

The research into the Business Protection market uncovers the different risks SMEs could face and highlights many lack vital cover for certain unforeseen events. Business protection could help financially secure a business in the event of a death or critical illness of a key person or owner which is why it's well worth talking about. This webinar will look at the research in more depth

LV Proactive Protection Conversations

Online

At LV= we understand that it may feel harder now to find new clients as we experience the ever changing impacts of COVID-19. That’s why we want to give you some ideas and practical tools to support you during this time.

Join us for our latest Vitality Speaker Series webinar.

Online

During the pandemic we have all found new ways of working but with the growth in digital options and changes to the wider environment we are all operating in, navigating this new landscape and growing your business can feel daunting.

Financial Reporter and The Mortgage Lender – Buy to Let, what’s new?

Online

Platform: Financial Reporter Event Site   Content: Steve Griffiths from The Mortgage Lender explores the recent changes to their buy-to-let range (including why TML are loved by landlords!), their latest criteria, and their no-stress application process.   REGISTER

Criteria Clinic LIVE with Knowledge Bank (First Time Buyers & Higher LTVs)

Online

Platform: EventBrite Content: Join us for our next LIVE Criteria Clinic at 12.30pm on Monday 13th July where we will be answering your questions on criteria relating to First Time Buyers and Higher LTVs and helping you place those cases. This Clinic will be hosted by our CEO and Founder, Nicola Firth and joining us to answer your questions and give you …

Criteria Clinic LIVE with Knowledge Bank (First Time Buyers & Higher LTVs) Read More »

LV – Parental webinar part 1 – The current parental pressure

Online

In this webinar, LV= will walk you through their latest position on the COVID-19 pandemic and what they're doing to support your advice process.
Lorraine Lee will then present the following webinar which provides tips to support both yourselves and your clients who are currently juggling the balance of working and childcare.

Roma Finance – Exclusive: Earn more with the Customer for Life Proposition

Online

Platform: GoTo Webinar Content: Join Adam Tyler, Executive Chairman, FIBA, and the team from Roma Finance to discover more about the unique Customer for Life Proposition, developed specifically for FIBA and SimplyBiz Mortgages members. Learn how to create value and security for your property investment clients by providing them with a complete end-to-end solution with …

Roma Finance – Exclusive: Earn more with the Customer for Life Proposition Read More »

Kensington – Technology in the mortgage market post-covid

Platform: GoTo Webinar Content: We're pleased to invite you to join our next webinar on Tuesday 28th July at 11am, where we'll be discussing the opportunity of changing technology and how it can benefit you and your customers. By attending the webinar, you'll receive 30 minutes CPD. Your certificate of evidence for unstructured learning will be emailed to …

Kensington – Technology in the mortgage market post-covid Read More »

LV – Business Protection Solutions – Key Person Cover

Online

This webinar Marcus Primhak, our Business Protection specialist, will walk through the detail of our business protection offering, focussing solely on Key Person Cover. You'll have the opportunity to ask questions, and you'll be eligible for 30 minutes CPD if you attend.

LifeQuote

Online

Platform: To be confirmed   Content: Simultaneous single benefit quoting  Multi Benefit vs Single Benefit quote comparison  Income Protection monthly benefits  Quoting with reduced Critical Illness cover  LifeQuote product comparison tools  To Register please email: salessupport@lifequote.co.uk

LV – Income Protection Solutions

Online

In this webinar, we'll walk through our Income Protection proposition, and provide you with information on the following areas:

Is this a year to forget or a year to remember?

Online

Join the L&G Mortgage Club’s first ever virtual Summer conference as we explore how challenges presented by 2020 can help us all to evolve for the future of the market.

Clifton Asset Management – The Key to the Door – The Property Pension

Anthony Carty, Group Financial Planning & Business Development Director, explores the variety of ways accumulated pension funds can form a vital part of any property strategy. With over 30 years specialising in self-investment strategies, Clifton are uniquely placed to advise on, and deliver pension related property solutions.

LV – Life and Critical Illness with enhanced children’s cover

Platform: GoTo Webinar Content: In this webinar we'll run through our new Life and Critical Illness cover with enhanced children's cover. This is a new product option that we launched on Friday 17th July. It will help you identify what extra conditions we cover for children and pregnancy complications, how we cover clients and their …

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LV – Family Income Benefit

Online

In this webinar we'll look at our protection proposition in particular family income benefit.

Kensington – Technology in the mortgage market post-covid

Platform: GoTo Webinar Content: This webinar will be hosted by Craig McKinlay, our New Business Director. Craig McKinlay has 25 years of experience working in Commercially focused roles across Financial Services, Telecomms and FMCG in the UK, Europe and Africa.   REGISTER

Kick Off the Week with Kevin and Habito 3rd August

Kick Off the Week with Habito Understand their new criteria enhancements and remember not all Brokers have access to Habito so you have an advantage over your competition. Alan Fitzpatrick will cover the following: Who we are and why we are different Underwriting & Criteria Pricing/products Our portal/how to make applications REGISTRATION Mon, Aug 3, …

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Why Sell General Insurance

Platform: BrightTalk Content: To help offer your clients the right protection, we'll discuss the 3 main reasons why you should sell general insurance. We'll also demonstrate how the 3 quote process and our Defaqto Compare tool can really help spark your GI conversations. Don't forget to download your viewing certificate at the end of each …

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Kick Off the Week with Barclays

Mon, Aug 10, 2020 9:30 AM - 10:15 AM (BST) Please join my meeting from your computer, tablet or smartphone. https://global.gotomeeting.com/join/298059253 You can also dial in using your phone. (For supported devices, tap a one-touch number below to join instantly.) United Kingdom: +44 20 3713 5011 - One-touch: tel:+442037135011,,298059253# Access Code: 298-059-253 New to GoToMeeting? Get …

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Introducing The All-New Flexiloan and Flexiloan Lite…

Platform: Zoom Content: We're launching these products next Wednesday, and so we'd like to invite you to an exclusive first-look at our new range of flexible finance facilities with our Fleximize Pre-Launch Happy Hour, on Tuesday 11th August at 4pm. Fleximize's Stacy Clementson and our Broker Team will be giving you a detailed look at how our new …

Introducing The All-New Flexiloan and Flexiloan Lite… Read More »

LV – Wake up to Income Protection

Platform: GoToWebinar Content: And, if you’d like to learn more about the LV= Flexible Protection Plan and protecting your clients income, sign up to one of our CPD webinars:   REGISTER

How to Compete and Win

Platform: BrightTalk Content: To give you the confidence to take on the online comparison sites (and win!), we'll take you through some of the most common mistakes people make when looking to purchase general insurance online, and how you can help your clients avoid them. Helping you to demonstrate the value of your advice. Don't …

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LV – Life and Critical Illness with enhanced children’s cover

Platform: GoTo Webinar Content: In this webinar we'll run through our new Life and Critical Illness cover with enhanced children's cover. This is a new product option that we launched on Friday 17th July. It will help you identify what extra conditions we cover for children and pregnancy complications, how we cover clients and their …

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Financial Reporter Life after Lockdown: What next for specialist lending?

Platform: Financial Reporter Website Content: Hear from four specialist lending experts on the issues that face advisers Updates on the specialist lending sector and available products Identify what types of specialist lending which might suit you, from second charge to bridging loans Dedicated question & answer sessions with each speaker   REGISTER

You’re invited to our Power of 8 Webinar

Platform: Webex Content: We'll discuss building an application and considering the merits from an underwriter's point of view to create a better-packaged case. This will aid the common sense underwriting approach we promise you. Our main topics will cover employed and self-employed income, mortgage payment holidays and remortgage capital raising, as well as time at …

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Join our webinar and increase your average case size

Platform: Undisclosed Content: This webinar will last for 30 minutes, covering everything you need to know about how to maximise the tools and services LifeQuote provide for you. Simultaneous single benefit quoting  Explore ways to include Family Income Benefit and Income Protection as part of every recommendation Variables to an Income Protection policy   Quoting with …

Join our webinar and increase your average case size Read More »

LV – Income Protection Solutions

Platform: GoTo Webinar Content: In this webinar, we'll walk through our Income Protection proposition, and provide you with information on the following areas: - LV= Income Protection - Our features and benefits - Identifying clients - LV= value added services and how your client can benefit from day 1 - More ways we can help …

LV – Income Protection Solutions Read More »

Kick off the Week with Bank of Ireland

Mon, Aug 17, 2020 9:30 AM - 10:15 AM (BST) Please join my meeting from your computer, tablet or smartphone. https://global.gotomeeting.com/join/227667973 You can also dial in using your phone. (For supported devices, tap a one-touch number below to join instantly.) United Kingdom: +44 20 3713 5028 - One-touch: tel:+442037135028,,227667973# Access Code: 227-667-973 New to GoToMeeting? Get …

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What Can You Learn from Nextfilx

Platform: BrightTalk Content: To help your business grow, Jeni from our awesome BDM team takes a look at how you can incorporate GI into your remortgage sales process. She also covers the tools at your disposal when discussing GI with remortgage clients such as Premium Flex, our data enriched Quick Quote experience and our current …

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LV – Family Income Benefit

Platform: GoTo Webinar Content: In this webinar we'll look at our protection proposition in particular family income benefit. It will help you identify who could be the key targets among your client base, how to present affordable protection portfolio solutions for clients as well as great ways to stimulate protection conversations. We’ll also look at …

LV – Family Income Benefit Read More »

Scottish Widows Mental Health Underwriting webinar

Platform: Global Meet Content: During the session, Scott will cover: An overview of mental health and underwriting through the ages Current challenges and opportunities How have we adapted our approach in this area COVID-19 challlenges and the future outlook. There will be an opportunity to ask any questions you may have during the interactive Q&A …

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LV – Life and Critical Illness with enhanced children’s cover

Platform: GoTo Webinar Content: In this webinar we'll run through our new Life and Critical Illness cover with enhanced children's cover. This is a new product option that we launched in July. It will help you identify what extra conditions we cover for children and pregnancy complications, how we cover clients and their children through …

LV – Life and Critical Illness with enhanced children’s cover Read More »

LV – Life and Critical Illness with enhanced children’s cover

Platform: GoTo Webinar Content: In this webinar we'll run through our new Life and Critical Illness cover with enhanced children's cover. This is a new product option that we launched in July. It will help you identify what extra conditions we cover for children and pregnancy complications, how we cover clients and their children through …

LV – Life and Critical Illness with enhanced children’s cover Read More »

Kick Off the Week with United Trust Bank

Mon, Aug 24, 2020 9:30 AM - 10:15 AM (BST) Please join my meeting from your computer, tablet or smartphone. https://global.gotomeeting.com/join/794383013 You can also dial in using your phone. (For supported devices, tap a one-touch number below to join instantly.) United Kingdom: +44 20 3713 5028 - One-touch: tel:+442037135028,,794383013# Access Code: 794-383-013 New to GoToMeeting? Get …

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Kick Off the Week with United Trust Bank and Kevin Thomson

United Trust Bank -Development Funding and Bridging from a CBILS accredited lender Meet Owen Bentley when we will look at both Development Finance and Bridging Finance and their requirements to maximise the opportunities in these markets Learn the intricacies of Development Finance to be able to talk knowledgeably to win Developer Clients Understand what you need and how …

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Affirmative Finance – Introducing a unique range of products

Platform: GoTo Webinar Content: This webinar is not only full of great real life projects, it also demonstrates the way those who are fully operational in the semi-commercial or full commercial space can open up opportunity to a wide range of customers. In this latest FIBA webinar, you will be provided with an overview of …

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LV – Flexible Protection Plan – understanding our menu proposition

Platform: GoTo Webinar Content: With an LV= Flexible Protection Plan you can protect your client’s income with our award-winning Income Protection solutions, and support their family through illness, death and everyday life. Our comprehensive plan offers quality cover for the whole family and offers additional services for emotional and practical support in the moments that …

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LV – Flexible Protection Plan – understanding our menu proposition

Platform: GoTo Webinar Content: With an LV= Flexible Protection Plan you can protect your client’s income with our award-winning Income Protection solutions, and support their family through illness, death and everyday life. Our comprehensive plan offers quality cover for the whole family and offers additional services for emotional and practical support in the moments that …

LV – Flexible Protection Plan – understanding our menu proposition Read More »

LV – Stepping into Business Protection

Platform: GoTo Webinar Content: This webinar will walk through the basics on what business protection is, who can benefit and what an LV= Business Protection policy could offer your clients. If you attend this webinar, we'll issue you with a 45 minute Continued Professional Development certificate   REGISTER

L&G Protection Webinar – Products, USPs, Updates & Current Support NM

Platform: GoTo Webinar Content: Here are some of the key things we will be covering: - Introduction to your Account Managers - Useful numbers and processes - Product selling points - Summary of Business Protection - Overview of the system home page - Claims stats - Price beater service - Changes in 2020 - Support …

L&G Protection Webinar – Products, USPs, Updates & Current Support NM Read More »

LV – Business Protection solutions – Relevant Life Cover

Platform: GoTo Webinar Content: This webinar Marcus Primhak, our Business Protection specialist, will walk through the detail of our business protection offering, focussing solely on our Relevant Life Product, who it is suitable for, and how your clients would benefit from having a Relevant Life policy in place. You'll have the opportunity to ask questions …

LV – Business Protection solutions – Relevant Life Cover Read More »

Kick Off the Week with Accord Mortgages

Tue, Sep 1, 2020 9:30 AM - 10:15 AM (BST) Please join my meeting from your computer, tablet or smartphone. https://global.gotomeeting.com/join/449162765 You can also dial in using your phone. (For supported devices, tap a one-touch number below to join instantly.) United Kingdom: +44 20 3713 5011 - One-touch: tel:+442037135011,,449162765# Access Code: 449-162-765 New to GoToMeeting? Get …

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Home Insurance: Protecting Your Client’s Biggest Asset

Platform: BrightTalk Content: To help you protect your residential clients, we'll be covering how our 5 Star Defaqto rated Home Insurance can help demonstrate the value of your advice across buildings cover, contents cover, and our range of optional extras. Don't forget to download your viewing certificate at the end of each webinar to support …

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Kent Reliance – Navigating the tax landscape for your

Platform: BrightTalk Content: The session focuses on the introduction of restrictions to income tax relief on 6th April 2017 which has significantly impacted landlords and the profitability of their portfolios. Prior to April 2017, landlords had been able to deduct 100% of their home finance costs from their rental income to calculate the taxable rental …

Kent Reliance – Navigating the tax landscape for your Read More »

IPipeline – Applying with SolutionBuilder

Platform: GoTo Webinar Content: Join iPipeline UK on a insightful webinar on applying through SolutionBuilder - helping you understand the apply journey from SolutionBuilder into the Provider's site and the question sets the individual providers ask. CPD Learning Objective: To understand each Provider’s refine & apply journey and a brief understanding of the question set …

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IPipeline – SolutionBuilder Protection Sourcing & Adviser Toolkit

Platform: GoTo Webinar Content: 1. Risk & Mortgage Protection Report 2. Single Benefit Quoting 3. Multi-Benefit Quoting 4. Product Features Report 5. XRAE 6. Using all this information to help with compliance & suitability letters 7. Q&A’s   REGISTER

Kensington Mortgages – New Build Forum

Platform: GoTo Webinar Content: 10.00: Welcome and Introduction - Frances Taylor, Kensington Mortgages and Craig McKinlay, Kensington Mortgages 10.10: Market Overview - Robert Sinclair, AMI and AFB 10.25: Panel Debate - Craig McKinlay, Kensington Mortgages, Craig Hall, L&G Mortgage Club, Mobeen Akram, Mortgage Advice Bureau and Terry Higgins, The New Homes Group 10.45: An Interview …

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IPipeline – Applying with SolutionBuilder

Platform: GoTo Webinar Content: Join iPipeline UK on a insightful webinar on applying through SolutionBuilder - helping you understand the apply journey from SolutionBuilder into the Provider's site and the question sets the individual providers ask. CPD Learning Objective: To understand each Provider’s refine & apply journey and a brief understanding of the question set …

IPipeline – Applying with SolutionBuilder Read More »

L&G Protection Webinar – Products, USPs, Updates & Current Support NM

Platform: GoTo Webinar Content: Here are some of the key things we will be covering: - Introduction to your Account Managers - Useful numbers and processes - Product selling points - Summary of Business Protection - Overview of the system home page - Claims stats - Price beater service - Changes in 2020 - Support …

L&G Protection Webinar – Products, USPs, Updates & Current Support NM Read More »

Our Changing World – Paymentshield Live Event – 16th September 2020

Platform: Hopin Content: To help illuminate new ways of working in a world that's rapidly changing, we're bringing together a fantastic mix of industry experts and advisers for our first-ever live virtual conference. We've got a full schedule of panel discussions featuring industry professionals from the mortgage, fintech and estate agency markets, plus general insurance …

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VitalityLife Online Launch 2020

Platform: Vitality Events Content: This year we are bringing the event to you, so join us online Wednesday 16 September at 10:00am where you’ll discover:  How we’re making our product range even more appealing and easier for you and your clients The service enhancements we’ll introduce to support you when doing business with Vitality   …

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Hot Topics September Lender Panel Session – Incomes

Platform: BrightTalk Content: It certainly feels like rush hour out there for advisers at the moment and just like when roads get busy, a quick search in your sat nav can suggest alternative safe and quick routes - Legal and General Mortgage Clubs FREE criteria sourcing tool ‘SmartrCrtiteria’ can really help you navigate your customers …

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Astl Conference We’re taking our annual member conference online for 2020

Platform: Astl Website Content: The ASTL Annual Conference will take place on Tuesday 22nd September and, for the first time in its history, will be held as a virtual event. The event, which has traditionally only been open to a limited number of delegates from members and associate members of the ASTL, is also being …

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The BTL Market: Is it stronger than ever or a false dawn?

Platform: Landbay Site Content: Join Landbay's CEO and economist, John Goodall, along with Chairman and mortgage funding expert Tony Ward, for our fourth Q&A session offering balanced views on the latest developments in the buy-to-let market. Hosted by Robyn Hall, Publishing Director of Mortgage Introducer. Topics Include Will the BTL market continue to boom? Are PI insurers threatening the future of …

The BTL Market: Is it stronger than ever or a false dawn? Read More »

Question of Knowledge with Knowledge Bank and Kent Reliance for Intermediaries

Platform: Zoom Content: Our monthly ‘Question of Knowledge’ webinar will focus on a different aspects of the market and the surrounding complexities of the things you need to know to stay safe and up to speed. This month we look in detail at the topic of Bank Statements and what they REALLY reveal about your …

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FSE – Week

Platform: Undisclosed Content: FSE-Week is an online festival of thought leading presentations, seminars, webinars, 1-2-1 meetings and virtual activity that will develop and shape the needs of the financial intermediary, now and in the future. To register to the upcoming FSE-Week on 28 September - 2 October 2020 and the bi-weekly mortgage newsletter, please complete the form below. …

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FCA’s new supervision strategy for GI brokers

Platform: iiLondon Content: This comprehensive and interactive joint IIL and Branko Limited webinar will focus on the FCA’s new supervision strategy for general insurance brokers and will address head-on the key issues around selling and advice as featured in the 'Dear CEO' letter. In the FCA’s 'Dear CEO' letter of 4 September 2020, it sets …

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Blacks Connect Webinar

Platform: Zoom Content: I am delighted to invite you to our webinar, ‘How to speed up a company purchase’, in conjunction with Kent Reliance for Intermediaries on Wednesday 30 September 2020 at 11am. The Chancellor, Rishi Sunak, announced on 8 July 2020 that there will be no stamp duty payable on property purchases up to …

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We all have a plan A – but what’s your plan B? IPB South East Region

Platform: GoTo Webinar Content: This webinar explores the need for any adult who relies on an income to consider protecting it in case Life Happens to them and their ability to earn an income ceases. Income Protection is such an important product for anyone who relies on an income, yet only 1 in 10 adults …

We all have a plan A – but what’s your plan B? IPB South East Region Read More »

Knowledge Bank Criteria Clinic – Complex Buy to Let

Platform: Zoom Content: Join us for our next LIVE Criteria Clinic at 10am on Monday 19th October where we will be answering your questions on criteria relating to Complex Buy to Let and helping you place those cases. This Clinic will be hosted by our CEO and Founder, Nicola Firth and joining us to answer your questions and give you some valuable insight into …

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SFI Live – ​​​​​​​Joint Borrower Sole Proprietor for FTBs & Criteria Clinic

Platform: SFI Web Page Content: Following the success of our first SFI Live Webinar, I am delighted to invite you to our second SFI Live Webinar. Join us on this Friday 23 September at 11am where we will cover all things First time buyer (Joint Borrower Sole Proprietor) mortgage and gifted deposits. We will also be answering …

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Knowledge Bank Criteria Clinic – Housing Schemes

Platform: Zoom Content: Join us for our next LIVE Criteria Clinic at 10am on Monday 2nd November where we will be answering your questions on criteria relating to Housing Schemes like Shared Ownership and Help to Buy and helping you place those cases. This Clinic will be hosted by our CEO and Founder, Nicola Firth and joining us to answer your questions and give …

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Beware of the cliff edge: How LV=’s smoothed funds protect your clients from extreme volatility

Platform: GoTo Webinar Content: - How our smoothed funds are designed to support investors who are looking for reliable downside protection - How the funds’ asset mix delivers consistent medium to long term investment growth - How effective volatility management has resulted in our funds experiencing 60% less annualised volatility than another leading smoothed fund …

Beware of the cliff edge: How LV=’s smoothed funds protect your clients from extreme volatility Read More »

The challenges & key issues facing mortgage intermediaries today

Platform: Zoom Content: We are running an event designed to tackle some of these issues head on, as well as to look at some of the opportunities that exist, including those in the BTL, later life, and protection arenas. Join Martin Reynolds, CEO of SimplyBiz Mortgages and Chairman of AMI & Robyn Hall Publishing Director …

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Three highlight sessions you can’t miss during FSE-Week

MAINSTREAM MONDAY (9 November): Debate panel: Have working practices changed for good? • Prior to 2020, how had the role of the broker evolved and how did it impact the lender/broker dynamic? • What impact has COVID-19 had on this dynamic? Including the effect of government-backed loans to remote working practices. • What challenges will brokers and their clients …

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The COVER Protection & Health Summit is back

Platform: Undisclosed Content: In light of the challenges we face as an industry, this year our flagship conference will be presented as a fully interactive virtual event across two days on 10 and 11 November. Split into three parts this year - Protection, Health and Workplace – a combination of partner presentations, live panel debates and …

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Protection opportunities for landlords

Platform: BrightTalk Content: In the UK, many people rent their homes rather than buy them. Sometimes this is through choice and sometimes it’s through necessity. Private and professional Landlords represent a group of people who very often don’t see the need to ever consider protection. They think that having regular income and growing equity within …

Protection opportunities for landlords Read More »

General Market Spotlight – Do I Stay or Do I Go?

Platform: BrightTalk Content: Is now the right time for clients to make that all-important move? Should they take the plunge and invest in home improvements or that extension they have always wanted? If they're working from home indefinitely, should a client consider building a home office? Join the Mortgage Club and our guest panellists as …

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Technology Spotlight – Technology is Key

Platform: BrightTalk Content: As the COVID-19 pandemic stretches on, our reliance upon technology continues to grow. In this session we will discuss how brokers can get smarter by embracing available technology to ensure their ability to write business remains seamless and effective, and in particular the benefits of using Electronic ID & V technology. You …

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Lifetime Mortgage Personalisation – Customer Benefit or Advice Dilemma?

Platform: BrightTalk Content: Our presentation is all about “Personalisation” . Advisers may have seen the FCA Key findings documents around Equity Release issued on the 17 June 2020, the key findings were deficiencies in “Personalisation of advice”, “Challenging customer assumptions” & “Evidence of suitability”. This session demonstrates the flexibility Lifetime Mortgages can now provide, then …

Lifetime Mortgage Personalisation – Customer Benefit or Advice Dilemma? Read More »

SFI Live Vol.3 | ExPat BTL and Criteria Clinic

Platform: SFI Site Content: This is your chance to speak directly to the experts on ExPats! Tony and Holly will be available to discuss ExPat BTL products & answering your questions. Followed by: The Criteria Clinic Ask away with any of your case specific criteria questions.   REGISTER

Later Life Lending Spotlight

Platform: BrightTalk Content: Join our panel as we take a deep dive into what's happening with the Later Life Lending market, focusing upon the latest for Rio, Equity Release, Bank of Mum & Dad, Bank of Nan & Grandad, and how later life lending is helping the younger generation.   REGISTER

Fleet Mortgages – Has Covid-19 Infected Compliance Webinar

Platform: Zoom Content: Antonia Pike, Compliance Manager, Fleet Mortgages will be discussing whether Covid-19 has infected compliance and then we will host a LIVE Q&A with Antonia, Steve Cox, Distribution Director and Chris Barwick, Business Development Manager of Fleet Mortgages and our CEO and Founder, Nicola Firth. Attendees who attend the full session will be …

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Conveyancing Spotlight – Time to Rethink the Process

Platform: BrightTalk Content: With an increased focus on remote working, join our panel to understand the benefits of using a technology-backed conveyancing solution. If your local conveyancer continues to operate out of filing cabinet, then perhaps its time to rethink your approach and embrace an online provider, as opportunities exist for brokers to work with …

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Holiday Let Mortgages Explained

Platform: Not Confirmed Content: Stamp duty savings, tax benefits and a booming UK staycation market, is boosting the holiday let industry right now. And to help brokers and IFA's make the most of this increasingly attractive market, Hodge have pulled together an informative 40 minute webinar which aims to provide those attending with all they …

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How to speed up a company/BTL purchase – Thursday 26 November 2020

Platform: Zoom Content: Following the success of our first webinar on this topic, we have decided to repeat our ‘How to speed up a company/BTL purchase’ webinar for those who missed out.  Please join us, in conjunction with Kent Reliance for Intermediaries, on Thursday 26 November at 10am. The Chancellor, Rishi Sunak, announced on 8 July …

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Kensington Mortgages: A Specialist Lender

Platform: GoTo Webinar Content: Something Specialist is coming to Northern Ireland! This webinar will introduce you to Kensington Mortgages and how as a specialist lender, they can help you and your clients. The webinar will be hosted by Frances Taylor, Head of National Accounts, and Craig McKinlay, New Business Director. Agenda: 15.00: Welcome and introductions …

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Kick Off the Week with Keystone on Monday 30th November 9.30am

Moises Cruikshank joins Kevin at next week’s Kick Off Meeting at 9.30am Monday 30th November Understand Keystone’s solutions for your clients Understand Keystone’s solutions for properties HMO’s MUB’s Ltd Co BTL DSS tenants First Time Landlords Log In details : Kick Off the Week with Keystone Mon, Nov 30, 2020 9:30 AM – 10:15 AM (GMT) Please join my …

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Knowledge Bank Criteria Clinic – Interest Only

Platform: Zoom Content: Join us for our next LIVE Criteria Clinic at 10am on Monday 30th November where we will be answering your questions on criteria relating to Interest Only and helping you place those cases. This Clinic will be hosted by our CEO and Founder, Nicola Firth and joining us to answer your questions and give you some valuable …

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InterBay Commercial – Complex buy to let and structures of ownership

Platform: GoTo Webinar Content: With more landlords considering whether to incorporate it’s essential they’re aware of the implications of running their business as a limited company, or retaining this in personal ownership. We’ll focus on the various structures of ownership, whilst enforcing the need to ensure your landlords always take independent legal and tax advice. …

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Kick Off the Week withThe Mortgage Lender on Monday 7th December 9.30am

Richard Angell joins Kevin at next week's Kick Off Meeting at 9.30am Monday 30th November TMLs Buy to Let solutions Flats above Commercial HMO's Mini MUB Product Advance notification on their New Residential Range !!!!! Kick Off the Week with The Mortgage Lender Mon, Dec 7, 2020 9:30 AM - 10:15 AM (GMT) Please join my meeting from your …

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Join our Aviva DigiCare+ webinar

Platform: Aviva Webex Content: We’re excited to announce that Aviva DigiCare+, the new health and wellbeing smartphone app powered by Square Health, will be available with our personal protection policies* in early December. Aviva DigiCare+ offers a one stop shop that fits in your client's pocket, giving them access to an annual health check, specialist …

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Knowledge Bank Introduction to FIBA Members

Platform: Zoom Content: Following on from the announcement of Knowledge Bank partnering with the Financial Intermediary and Broker Association (FIBA) back in October, Nicola Firth (Knowledge Bank Founder & CEO) will be joined by Adam Tyler (Executive Chairman of FIBA) to discuss the importance of criteria in the specialist market, and will be providing FIBA …

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We have been delighted from the feedback we have received from our SFI Live webinars, and I am pleased to announce our upcoming webinar on Criteria and Underwriting. We are excited to be joined by our special guest Iain Rashbrook - Underwriting Team Manager Join us on Friday 15 January at 11am where we will cover all things Criteria and …

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BOOK NOW** JBSP Criteria Clinic LIVE Webinar – Monday 18th January at 10am

Joint Borrower Sole Proprietor   18th January at 10am Our next LIVE Criteria Clinic will be at 10am on Monday 18th January where we will be answering your questions on criteria relating to Joint Borrower Sole Proprietor (JBSP) criteria and helping you place those cases. This Clinic will be hosted by our CEO and Founder, Nicola Firth and joining us …

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Kick Off the Week with Lendinvest on Monday 25th January 9.30am -10.15

Andy Virgo & Steve Larkin from Lendinvest join Kevin at next week's Kick Off Meeting at 9.30am Monday 25th January. We will be delving into both BTL and Development Finance with Lendinvest so that you understand their positioning, how to present your enquiries and the opportunity to increase your knowledge in Development Finance which will be an area of …

Kick Off the Week with Lendinvest on Monday 25th January 9.30am -10.15 Read More »

WEBINAR: THE CHANGING LANDSCAPE FOR THE SELF-EMPLOYED

I'm pleased to invite you to join our first webinar of the year, The changing landscape for self-employed on Tuesday 26th January at 10am. Along with our New Business Director Craig McKinlay and key industry experts, we’ll be discussing the impact of the pandemic on the self-employed market and how lenders can support you and your clients.   JOIN US AND EARN  40 MINUTES …

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WEBINAR: THE CHANGING LANDSCAPE FOR THE SELF-EMPLOYED

After such a phenomenal response to last week’s webinar invite, we understand this is a hugely popular topic. To ensure as many of you can attend as possible, we have added another session on Tuesday 26th January at 1:30pm. If you have already registered for the 10am webinar, please do not register again. We’re also pleased to confirm that …

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FSE: Refresh your knowledge

As 2021 begins with its challenges, we wanted to bring you a new knowledge-sharing platform to help you stay tuned with your industry at a time of renewed isolation. This is how FSE Refresh has come to life. Regular episodes will give you a chance to watch not one, but two recently broadcasted FSE sessions as well as discuss the latest industry updates with industry experts. 

FSE Live Refresh

A lot has happened in the span of just a few weeks. To help you navigate these uncertain times, the first episode of FSE-Refresh will give you a chance to watch two recently broadcasted sessions. Each session will be followed by a live Q&A session with industry experts, delivering time-critical updates about the economy and the financial services …

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‘Lunch & learn’ – ‘The life stages of protection’ with Zurich

Join Zurich Business Development Manager, James Peacock, as he talks about The Life Stages of Protection
Why does your client’s stage of life play such a big part in determining the protection recommendation you make?
Just how do you make sure you’re offering the right cover, at the right time?
If you’re not sure (or even if you are but want a refresher) then James will explain all.

Kick Off the Week with TML on Monday 8th February 9.30am -10.15

Richard Angel from TML joins Kevin  at next week's Kick Off Meeting at 9.30am Monday 8th February Clients with less than perfect credit ? Clients with complex income? Self Employed clients? Get more of your complex residential cases away wiUnderstand TML's new residential range to be able to satisfy their requirements Residential range relaunch: Mortgages & …

Kick Off the Week with TML on Monday 8th February 9.30am -10.15 Read More »

LV = Income in Life and in Death

In this webinar LV= will cover the following discussion points, providing you with the opportunity to ask any pressing questions you may have as the webinar draws to a close. - COVID and how it has impacted people’s income - The realisation that income underpins most things in life – if it’s removed the blocks …

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Protection ‘Lunch & learn’ session – Tax efficient life cover & Director sick pay – Aegon

Join presenter Mike Williams from Aegon as he discusses:
Tax efficient life cover and Director sick pay ( Relevant life and Executive income protection)

He'll cover:
• The opportunity – Who can have a relevant life plan
• How relevant life works
• Understanding the advantages of this type of plan
• Executive income protection – a missed opportunity

LV = Family Income Benefit

In this webinar we'll look at our protection proposition in particular family income benefit. It will help you identify who could be the key targets among your client base, how to present affordable protection portfolio solutions for clients as well as great ways to stimulate protection conversations. We’ll also look at how we provide emotional …

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Second Charge and Business Loans Virtual Event

This event will include a brief introduction to Connect from our Commercial Director Kevin Thomson, followed by presentations from United Trust Bank, Selina Finance, West One and Fluent Money.

LV = Life and Critical Illness with Enhanced Children’s Cover

In this webinar we'll run through our new Life and Critical Illness cover with enhanced children's cover. This is a new product option that we launched on Friday 17th July. It will help you identify what extra conditions we cover for children and pregnancy complications, how we cover clients and their children through our comprehensive …

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LV = Life and Critical Illness with Enhanced Children’s Cover

In this webinar we'll run through our new Life and Critical Illness cover with enhanced children's cover. This is a new product option that we launched on Friday 17th July. It will help you identify what extra conditions we cover for children and pregnancy complications, how we cover clients and their children through our comprehensive …

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LV = Income Protection Solutions

In this webinar, we'll walk through our Income Protection proposition, and provide you with information on the following areas: - LV= Income Protection - Our features and benefits - Identifying clients - LV= value added services and how your client can benefit from day 1 - More ways we can help you At the end …

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LV= – Wake up to Income Protection

LV= is offering a range of sessions over coming weeks, with protection-oriented skills-based how-to’s, product know-how and topical technical updates. To sign up, click on link to the specified webinar(s) you want to join and fill in your registration details. All webinars are CPD accredited.

FIBA – Landlord engagement strategy & summary

Masterclass four discusses why it’s never been more important to have an effective engagement strategy in place. With so much information for landlords to absorb, those who ensure they keep their landlords up-to-date with the latest developments will be invaluable to their clients.

Precise Mortgages – Landlord engagement strategy & summary

Platform: GoTo Webinar Content: Masterclass four discusses why it’s never been more important to have an effective engagement strategy in place. With so much information for landlords to absorb, those who ensure they keep their landlords up-to-date with the latest developments will be invaluable to their clients. Discover the best ways to keep in touch, …

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LV= – Flexible Protection Plan

With an LV= Flexible Protection Plan you can protect your client’s income with our award-winning Income Protection solutions, and support their family through illness, death and everyday life. Our comprehensive plan offers quality cover for the whole family and offers additional services for emotional and practical support in the moments that matter.

LV= – Family Income Benefit

In this webinar we'll look at our protection proposition in particular family income benefit. It will help you identify who could be the key targets among your client base, how to present affordable protection portfolio solutions for clients as well as great ways to stimulate protection conversations. We’ll also look at how we provide emotional and practical support for clients, going above and beyond the purely financial insurance elements. The webinar will last around 30 minutes, with the option to ask questions at the end of the webinar. If you attend the entire webinar, you'll be eligible for 45 minutes CPD points.

Question of Knowledge with Knowledge Bank, Kent Reliance for Intermediaries and Precise Mortgages

Platform: Zoom Content: Another month has passed already, which means it’s time for February’s Question of Knowledge! • Friday 26th February • 12PM | Approx. 1 Hour Underpinning this grand design is Knowledge Bank’s own Founder and CEO, Nicola Firth, supported by the steel framework of Roger Morris, Group Distribution Director at OneSavings Bank, and …

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Protection ‘Lunch & learn’ session – How Covid has changed the protection conversation – Guardian

Join presenter Rachael Welsh from Guardian as she:

• Looks at how the protection market has been impacted
• Discusses some of the changes we’ve all had to make and
where we stand today
• Shares Guardian’s latest survey results, showing how
customers' attitudes to protection have changed
• Looks at how advisers have seen their businesses change
over the last 12 months

Kick Off the Week with Foundation HomeLoans & Umbrella Protect on Monday 1st March 9.30am -10.30

Paula Priest National Account Manager for Foundation Homeloans joins Kevin at next week's Kick Off Meeting at 9.30am \Monday 1st March Find out how Foundation Homeloans can help you place business - both BTL and Residential.. Paula will cover The current Buy to Let landscape How can FHL help you and your landlords place business …

Kick Off the Week with Foundation HomeLoans & Umbrella Protect on Monday 1st March 9.30am -10.30 Read More »

Knowledge Bank Criteria Clinic – Adverse/Poor Credit

Platform: Zoom Content: Join us for our next LIVE Criteria Clinic at 10am on Monday 1st March where we will be answering your questions on criteria relating to Adverse/Poor Credit and helping you place those cases. This Clinic will be hosted by our CEO and Founder, Nicola Firth and joining us to answer your questions and give you some valuable insight into this area …

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Mortgage Introducer – Proportunity Knocks

Platform: Zoom Content: Find out how a leading private help to buy scheme can unlock home ownership for your clients. Join the experts from Proportunity & Mortgage Force for this exclusive live webinar hosted by Mortgage Introducer. Register now and send us your questions to have them answered live on air.   REGISTER

Kick Off the Week with Hampshire Trust on Monday 8th March 9.30am -10.15

Semi Commercial - including borrower types, experience, suitable business types for occupancy, lending limits & rental coverage/splits Bridging – acceptable use, security/borrower types, lending limits Refurb in term – as an alternative standalone to Bridging.   Log in details: Kick Off the Week with Hampshire Trust Mon, Mar 8, 2021 9:30 AM - 10:15 AM …

Kick Off the Week with Hampshire Trust on Monday 8th March 9.30am -10.15 Read More »

Protection ‘Lunch & learn’ session – Income Protection for renters – LV=

Join presenter Mark Titcombe from LV as he:
• Explains the rental protection gap
• Discusses what a typical renter looks like
• Outlines income protection for renters
• Explains LVs flexible options, features for life and daily
benefits
• Gives pointers on how to introduce income protection for
renters
• Shows you how to handle common objections

Protection ‘Lunch & learn’ session – Deadline to Breadline -L&G

• Discusses L&Gs 2020 Deadline to Breadline research.
• Revisits the perception and reality gaps and delves deeper
into the myths and misconceptions that prevent consumers
from engaging further with their financial plans
• Shares hints and tips to overcome these common barriers

Must-have protection tools to help you engage and retain clients, with Protection Guru

Platform: GoTo Webinar Content: In an environment where people are feeling financially vulnerable like never before, protection products and product features can seem complex and it can be difficult for clients to appreciate the value they provide. In this webinar the industry experts from Protection Guru and LV= will bring you up to speed on …

Must-have protection tools to help you engage and retain clients, with Protection Guru Read More »

Barclays – Let’s Talk about Real Estate – Opening the door to a buy-to-let profile

Platform: Bizzabo Content: Do you have clients looking to begin or add to their property portfolio? There could be many benefits in purchasing residential buy-to-lets through a limited company. Chris Sherlock, Relationship Director Barclays Corporate, will lead this session offering an overview of the ways this can be achieved to best advantage. Post presentation, Chris …

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Social media for advisers – Selling your mortgage business on social

Platform: BrightTalk Content: Social media is the single biggest marketing opportunity available to your mortgage business - but with new platforms springing up every five minutes, it can be difficult to know where to focus your energy to drive real results. Stuffed with up-to-the-minute tips, our 45 min session is designed to teach you your …

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KnowledgeBank Think you know HMO?

Platform: Zoom Content: With the end of Q1 quickly approaching, the March Question of Knowledge is here! Friday 26th March 12PM | Approx. 1 Hour Nicola Firth, Roger Morris and Liza Campion will once again be occupying the virtual communal area for their monthly discussion, this time based around HMO’s! We will be focussing on: The history of …

KnowledgeBank Think you know HMO? Read More »

Protection ‘Lunch & learn’ session – Mental health and underwriting- Aviva

Join presenter Dan Wall from Aviva as he talks about mental health. He'll be:
• Discussing the effects that mental health has on income
protection claims
• Explaining how Aviva assess mental health at underwriting stage
• Describing the benefits and support Aviva offers to help
customers and their families with potential mental health
issues
• Explaining the statistics around mental health in the UK

Knowledge Bank Criteria Clinic – Complex Income Types

Platform: Zoom Content: Join us for our next LIVE Criteria Clinic at 10am on Monday 29th March where we will be answering your questions on criteria relating to Complex Income Types and helping you place those cases. This Clinic will be hosted by our CEO and Founder, Nicola Firth and joining us to answer your questions and give you some valuable insight into this …

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L&G The Housebuilding Community – A look at the current landscape and beyond

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Platform: BrightTalk Content: Join Craig Hall, Head of Broker Relationships & Propositions, in conversation with David O'Leary, Policy Director at the Home Builders Federation, as they discuss a range of challenges and opportunities within the housebuilding sector such as: • How has the housebuilding sector recovered since re-opening 10 months ago • The reaction to …

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Digital holiday lets event with Financial Reporter

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Join Financial Reporter and earn CPD hours while learning about the opportunities and challenges in the holiday lets sector. With face-to-face conversations from the comfort of your own desk and the chance to boost your professional development, you won't want to miss out.

The Source – Objective Setting

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Platform: The Source Content: Providing tools and frameworks to help you shape your business goals and objectives so that you can build foundations for professional success. The importance of setting yourself audacious goals The difference between goals and objectives The purpose and benefit of setting objectives How objectives can be linked (and cascaded) into your …

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The Source – Objective Setting

events

Platform: The Source Content: Providing tools and frameworks to help you shape your business goals and objectives so that you can build foundations for professional success. The importance of setting yourself audacious goals The difference between goals and objectives The purpose and benefit of setting objectives How objectives can be linked (and cascaded) into your …

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Income Protection – Change of Circumstances

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Platform: GoTo Webinar Content: CPD Learning Objective: To understand how and when to update providers with information regarding change of circumstances.   REGISTER

Understand more complex IP quote journeys with iPipeline

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Platform: GoTo Webinar Content: CPD learning objective: To understand the more complex income protection quoting journey. Agenda: - Quoting on income protection - Dual deferred period quoting - Executive income protection   REGISTER

Another chance to catch our ‘New RICS Guidance’ webinar

events

Platform: BrightTalk Content: In case you missed it, our EWS1 panel have reconvened to address the new RICS guidance that has been published around identifying materials used for cladding and on balconies, and a framework for valuers when considering the need for an EWS1 form. The new guidance came into effect 5th April 2021, so …

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Knowledge Bank – Lender Spotlight (The Mortgage Lender)

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Platform: Zoom Content: We’re thrilled to invite you to a free 45minute webinar with David Venn, Business Development Manager at TML to discuss all things real life lending, on 1st June. People in our industry talk about ‘specialist lending’. And sure, technically that’s what we do, but ‘specialist’ isn’t how we see ourselves. Ditch the …

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Life doesn’t end at 55, so why should lending?

Platform: BrightTalk Content: We are LiveMore, later life lending experts who have developed an innovative portfolio of Interest Only mortgages. These are mainstream products specifically designed to meet the particular needs of borrowers aged over 55. Our flexible human approach to underwriting means that we can help in a wide variety of cases where other …

Life doesn’t end at 55, so why should lending? Read More »

Knowledge Bank Criteria Clinic – Expats and Foreign Nationals

Platform: Zoom Content: Join us for our next LIVE Criteria Clinic at 10am on Monday 7th June where we will be answering your questions on criteria relating to expat or foreign nationals and helping you place those cases. This Clinic will be hosted by our CEO and Founder, Nicola Firth and joining us to answer your questions and give you some valuable insight into …

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Aviva’s best solutions, support and service – personal protection

Platform: Aviva Webex Content: The 30 minute session will cover Aviva’s personal protection proposition, additional benefits and optional benefits for each product, our system and how to apply and let you know where you can find additional support.   REGISTER

Foundation Home Loans – BDRC Landlord Data

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Platform: BrightTalk Content: Join Grant Hendry, Head of Sales at Foundation Home Loans as he discusses their latest BDRC Landlord data and how they can help you place your complex BTL cases and find solutions for your residential clients The 45 minute webinar will take place on Wednesday 9th June at 11.00am via the L&G Mortgage Club BrightTALK channel. …

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Accord Mortgages Growth Series Live: Website Masterclass

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Platform: Accord Website Content: In this exclusive Website Masterclass, online expert, Matt Wood, Digital Strategist at ClientsFirst, will join Accord’s Corporate Account Manager Iain Cunningham to explore websites and how you can use yours to grow your business. Matt Wood has been working in marketing since 2012 and is known for his expertise and strategic …

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Sandler Prospecting Clinic Interactive Workshop

events

Platform: Zoom Content: Join Sandler Training for an interactive workshop for sales and business development professionals, business owners and sales managers. At the conclusion of the session, participants will be able to identify the activities required to reach sales goals and develop an appropriate plan to implement the identified activities. You should attend this workshop if you …

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Aviva’s best solutions, support and service – personal protection

Platform: Aviva Webex Content: The 30 minute session will cover Aviva’s personal protection proposition, additional benefits and optional benefits for each product, our system and how to apply and let you know where you can find additional support.   REGISTER

‘Lunch & learn’ session – Just what is ‘Relevant Life’?

events

If your clients are small-business owners, you could offer them tax-efficient life cover in the form of a ‘relevant life’ policy. But what exactly is ‘relevant life’? Join Greg Blatt as he presents ‘Understanding Relevant Life Policies with Zurich’. A ‘relevant life’ policy is way for employers to give death-in-service benefits to their employees outside …

‘Lunch & learn’ session – Just what is ‘Relevant Life’? Read More »

Aldermore presenters….ask our underwriters

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Platform: Aldermore Webex Content: James Young, national key account manager, will be joined by two of Aldermore's senior mortgage underwriters to answer your questions. They'll talk about our approach to assessing your clients' affordability and how you can confidently place your business with us.   REGISTER

Skipton Talks – National Webinars

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Platform: Not Disclosed Content: Thank you for supporting us through our second series of the year in our weekly webinars – we hope that you found them informative. Whilst we take a break from the regional webinars, It’s a delight to share with you the line-up for the Skipton Talks Summer Series of national webinars …

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LV= Flexible Protection Plan – understanding our menu proposition

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Platform: GoTo Webinar Content: With an LV= Flexible Protection Plan you can protect your client’s income with our award-winning Income Protection solutions, and support their family through illness, death and everyday life. Our comprehensive plan offers quality cover for the whole family and offers additional services for emotional and practical support in the moments that …

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Knowledge Bank Criteria Clinic – Holiday Lets, Holiday & Second Homes

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Platform: Zoom Content: Join us for our next LIVE Criteria Clinic at 10am on Monday 21st June where we will be answering your questions on criteria relating to Holiday Lets, Holiday & Second Homes and helping you place those cases. This Clinic will be hosted by our CEO and Founder, Nicola Firth and joining us to answer your questions and give you some valuable …

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Aviva’s best solutions, support and service – personal protection

Platform: Aviva Webex Content: The 30 minute session will cover Aviva’s personal protection proposition, additional benefits and optional benefits for each product, our system and how to apply and let you know where you can find additional support.   REGISTER

LV= expert business protection solutions – Shareholder Protection

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Platform: GoTo Webinar Content: This webinar Marcus Primhak, our Business Protection specialist, will walk through the detail of our business protection offering, focussing solely on our Shareholder Protection product. You'll have the opportunity to ask questions as we go, and you'll be eligible for 30 minutes CPD if you attend.   REGISTER  

Aldermore presents….In Good Company

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Platform: Aldermore Webex Content: Matt McCullough, national sales manager, takes a look at company buy to let. He'll explore some of the myths, help you identify opportunities where you might see challenges and offer you some practical tips for placing those tricky cases.   REGISTER

Aviva’s best solutions, support and service – personal protection

Platform: Aviva Webex Content: The 30 minute session will cover Aviva’s personal protection proposition, additional benefits and optional benefits for each product, our system and how to apply and let you know where you can find additional support.   REGISTER

LV= Family Income Benefit

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Platform: GoTo Webinar Content: In this webinar we'll look at our protection proposition in particular family income benefit. It will help you identify who could be the key targets among your client base, how to present affordable protection portfolio solutions for clients as well as great ways to stimulate protection conversations. We’ll also look at …

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LV= Income Protection Solutions

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Platform: BrightTalk Content: In this webinar, we'll walk through our Income Protection proposition, and provide you with information on the following areas: - LV= Income Protection - Our features and benefits - Identifying clients - LV= value added services and how your client can benefit from day 1 - More ways we can help you …

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Taking care of business – helping you to engage with your business protection clients

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Platform: GoTo Webinar Content: Whether you’re new to business protection or you’re returning to this area of cover after a short break you’d be forgiven for wondering where to start. For many, a common barrier to talking about this type of protection is thinking ‘where do I find these type of clients’. Well, the best …

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LV= Ask the Experts

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Platform: BrightTalk Content: The effects of the COVID-19 pandemic have been life-changing and far-reaching. We've witnessed changes from providers and networks across the Protection market to help support advisers and clients through these times. But what can we learn, what’s working and what next? In our latest Ask the Experts session, you'll join a typically …

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Legal & General – The view from the top: Assessing the impact of recent events and change to come

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Platform: BrightTalk Content: Join Kevin Roberts, Director, L&G Mortgage Club for a 2-way conversation with Esther Dijkstra, Managing Director, Intermediaries at Lloyds Banking Group. Kevin & Esther will be discussing the impact of the pandemic upon both Lloyds and the Club, what changes have been experienced and what next for our industry. It’s also been …

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Legal & General – The evolution of lending post-COVID

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Platform: BrightTalk Content: Join Danny Belton, our Head of Lender Relationships, as he discusses the future of lending in a world turned upside down by the pandemic. As the UK emerges from lockdown and the lifting of restrictions gradually inches us towards some semblance of normality, our panel of lenders will be discussing the continuing …

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Legal & General – Keeping pace with regulatory change: ensuring business resilience

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Platform: BrightTalk Content: Join Craig Hall, our Head of Broker Relationships & Propositions, as he discusses the need for advisers to assess the key regulatory considerations to ensure they remain fit for purpose in a climate vastly reshaped by the pandemic. Our panel of guests will cover regulatory change and the rising costs, the challenges …

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Legal & General – Advisers advise,lenders lend, platforms platform = borrowers borrow

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Platform: BrightTalk Content: How can there be more collaboration across the industry to deliver a seamless, individual mortgage journey by driving efficiencies for brokers and lenders, under pinned by tech? Join Clare Beardmore, our Head of Digital Transformation & Operations, as she hosts a panel session that looks at the role of technology in removing …

Legal & General – Advisers advise,lenders lend, platforms platform = borrowers borrow Read More »