Name: Wills & Trusts Spotlight - Earn Commission for Referrals
Start: 2024-06-28T10:00:00Z
End: 2024-06-28T10:00:48.000Z
Location: BrightTALK
Rating: 5

Your one-stop shop for all our lender webcasts, roundtables and educational videos. Also sign up for live webinars and search our archive of videos including footage of Mortgage Club events.

Our July coffee morning will be focused upon high valuations and restricted lenders, and for this session, our usual host Sophie Holloman, will be joined by Gareth Lowman, Director of SPF Private Clients.

SPF Private Clients are one of L&G Mortgage Club’s specialist partners for high value mortgages and restricted mainstream lending through its Referral Pro scheme, which helps brokers earn commission for referring clients to trusted partners to handle specific client needs. It also supports brokers in their delivery of Consumer Duty regulations by helping clients reach their financial goals. 

Sophie and Gareth will discuss the complexities involved with million pound plus properties which often require the services of lenders that many DA firms don’t have access to. However, by using the Referral Pro Scheme, DA firms can assist clients whose needs involve high valuations, by partnering with the right firm, and in doing so, how you as a mortgage adviser, can earn commission for referring these types of clients.

High Valuations & Restricted Lenders Spotlight - Earn Commission for Referrals

Join Charlie Stack and Vicky Mazzucci when they put a spotlight on self-employed. The webinar will look at the current economic landscape before looking at the current self-employed market including the opportunities within this space. They will finish with Vicky taking you through how to read and understand self-employed accounts from an underwriters perspective, and what they look for when accessing accounts as part of a mortgage application.

Real Life Lending – a spotlight on Self Employed

The webinar covers the complexities of mid and later life lending, consumer duty, matching consumer needs to lending solutions and increasing innovation & complexity combined with the need for strategy.

Later Life, Product Innovation & Advice Standards

Self-employed lending is a complex segment of the UK mortgage market. Mortgage brokers need to understand the challenges and opportunities of serving this diverse and dynamic customer base.

In this webinar, you will hear from a panel of experts from leading lenders who specialise in self-employed lending. They will share their insights, best practices, and case studies on how to help self-employed clients achieve their home ownership goals.

Why should you attend?
By attending this webinar, you will:
• Learn about the latest trends and developments in self-employed lending in the UK
• Discover how to assess the affordability and suitability of self-employed clients
• Find out how to access a range of products and solutions tailored to self-employed borrowers
• Have the opportunity to ask questions and interact with the speakers

We'll be joined by:
• James Green, Hinckley & Rugby for Intermediaries
• Hayley Evans, OSB (KRFI & Precise)
• Julie Waterman, Santander
• Pamela Young, Virgin

Don't miss this chance to enhance your knowledge and skills in self-employed lending. Register now and join us on Tuesday 16th July at 11am.

Self-employed lending in the UK - challenges and opportunities

With sensible advice, a mortgage in retirement can enhance, not hinder, the golden years. It’s about what suits your client’s needs. Paying off a mortgage by retirement has been the norm and may be the best solution for a lot of clients.  But what if a mortgage could provide the freedom other clients need in retirement? 

Retirement should be a time for relaxing and living, away from the pressures of work. Financial worries, especially around your home, can ruin any planned relaxation. And that’s why, at Perenna, we believe in providing options.  

Join Deb Reeves, National Account Manager at Perenna for this insightful webinar on how Perenna are offering much needed solutions for those homeowners looking to borrow into retirement.

Defend their right to live their life: An exploration into lending in later life

We’re not your typical lender.  Where others shy away from complex cases, we embrace what’s different about the needs of your clients and adapt.  This is how we can support you with your self-employed customers that need a more adaptive underwriting approach to their incomes, as we want to get to know the business and not just the income performance. 

The opportunity in this market is massive where customers regularly feel that they will not have options due to being self employed so in this webinar we will be showing you the opportunity in this market, how self employed customers feel when it comes to getting a mortgage and how our approach at Saffron For Intermediaries can support these customers with great outcomes. 

Join Lee Williams, Business Development Manager at Saffron For Intermediaries, for this insightful webinar on Self-Employed Complex Lending.

Embracing Different

The financial shocks of the last few years have created lots of different types of homeowner customers. More self employed, more mixed income and more people with credit arrears creates challenges when they are trying to access Residential Mortgages. How can we and other lenders respond to this? Dynamic products and flexible criteria that meet everyone's needs is a good place to start. Join Rod McPherson for an explainer of how we're structuring Residential Mortgages to meet buyer demand.

Finding the right solution for complex customers

Later life lending is a growing and complex market in the UK, with more and more consumers looking for flexible and tailored solutions to meet their retirement needs. But how can mortgage brokers navigate the challenges and opportunities of this sector, and what are the key trends and developments to watch out for?

Join us for an informative and engaging webinar, where we will host a panel discussion with later life lenders from across the industry. You will hear from experts who have extensive experience and knowledge of the later life lending market, and who will share their insights on topics such as:

• The current state and future outlook of the later life lending market in the UK
• The regulatory and compliance issues affecting later life lending
• The product innovation and customer segmentation strategies of later life lenders
• The best practices and tips for mortgage brokers who want to grow their later life lending business
• The common challenges and pitfalls to avoid when advising later life customers

This webinar is designed for mortgage brokers who want to learn more about the later life lending market, and how to provide the best service and advice to their later life customers. You will also have the opportunity to ask questions to the panellists.
Don't miss this chance to gain valuable insights and knowledge from the industry experts, and to enhance your skills and confidence in the later life lending sector. Register now and secure your spot for this webinar.

Expand your knowledge on Later Life Lending

Discover more about lifetime mortgage customers, how to build trust with them, and how to reach new and existing clients through lead generation tips and techniques.

Building trust and reaching clients in the lifetime mortgage market

Our May coffee morning will be focused on bridging, and for this session, our usual host Sophie Holloman, will be joined by David Coleman, Head of Sales at Positive Lending.

Bridging loans are often used by clients who want to buy a new home before selling their current one, and so they take out short-term loan used to help ‘bridge the gap’. 

Positive Lending are one of L&G Mortgage Club’s specialist partners for Bridging through its Referral Pro scheme, which helps brokers earn commission for referring clients to trusted partners to handle specific client needs. It also supports brokers in their delivery of Consumer Duty regulations by helping clients reach their financial goals. 

Sophie and David will discuss how bridging works, the types of scenarios in which it can help your clients, the importance of speed in the process, and most importantly, how you as a mortgage adviser, can earn commission for referring clients who need a bridging loan to achieve their goals. 

So if you want to understand more about our Referral Pro Scheme, and how it works through the example of bridging, this webinar is not to be missed.

Bridging Spotlight - Earn Commission for Referrals

The traditional approach to lending, reliant on credit scores, falls short when assessing borrowers with complex incomes. Many lenders still prioritise credit scores as the ultimate metric, overlooking crucial aspects of a borrower's financial situation. Join Sarah Rose from Dudley Building Society to see how by delving deeper into a borrower's financial landscape, lenders can paint a fuller picture of their ability to repay, thereby offering more accurate and fair assessments.

Complex Lending

Join us for an insightful webinar from Mark Rookyard at the award-winning BTL lender, Zephyr Homeloans. During the 30-minute session, Mark will provide an update on the current situation in the BTL market and share some opportunities which are available to professional landlords. And, of course, you will hear a bit more about Zephyr and how they can help you and your landlord clients with their specialist products and criteria. If you advise on BTL cases, this is a webinar not to be missed! Register now.

Professional landlord BTL opportunities

We'll be joined by our Referral partner, LifeSearch.
Find out about the latest protection opportunities which could help grow your business.

Protection opportunities

We'll be joined by our Referral partner, Payment Shield. 
Find out about the latest GI opportunities which could help grow your business.

GI opportunities

We'll be joined by our Referral partner, Movin Legal.
Find out about the latest regulated conveyancing opportunities which could help grow your business.

Conveyancing opportunities

We'll be joined by our Referral partner, Kinherit.
Find out about the latest Wills and Trusts opportunities which could help grow your business.

Wills & Trusts opportunities

We’ll be discussing the recent and current challenges faced by landlords, banks and brokers and debunking some of the negative headlines. We’ll then move onto what Paragon have been working on behind the scenes.

Future of a nation: An exploration into the private rental sector

Earn Commission for Referrals to our Conveyancing Panel

Exploring the complexities of an evolving Self-Employed market

Putting 2nd Charges under the Spotlight

An Economist View of the 2024 Mortgage Landscape

2024 Coffee Mornings

Our June coffee morning will be focused upon wills & trusts, and for this session, our usual host Sophie Holloman, will be joined by James Peacock, Head of National Accounts & Partnerships at Kinherit.

Kinherit are one of L&G Mortgage Club’s specialist partners for Wills & Trusts through its Referral Pro scheme, which helps brokers earn commission for referring clients to trusted partners to handle specific client needs. It also supports brokers in their delivery of Consumer Duty regulations by helping clients reach their financial goals. 

Sophie and James will discuss what wills and trusts are and their importance to mortgage clients (particularly important if you live with someone with whom you are not married to), how Kinherit can support clients to make a will or a trust, and most importantly, how you as a mortgage adviser, can earn commission for referring clients who need a will to trust to protect their circumstances. 

So if you want to understand more about our Referral Pro Scheme, and how it works through the example of wills & trusts, this webinar is not to be missed.

Wills & Trusts Spotlight - Earn Commission for Referrals

mortgage

mortgage market

mortgage adviser

mortgage referral

wills

trusts

mortgage broker

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

Internal audit and compliance professionals are facing increasingly stringent regulatory requirements when it comes to compliance reporting and internal control procedures. Join the audit and compliance community to learn best practices from thought leaders on topics such as regulatory compliance, internal audit checklists and audit program strategies.

Audit and Compliance

Get powerful banking and treasury insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge on hot topics such as digital banking, payments disruption and non-bank competition. Learn how the latest treasury management strategies are helping to mitigate operational, financial and reputational risk.

Banking and Treasury

Get powerful financial planning and analytics insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge and drive optimal financial performance for your company.

Financial Planning and Analysis

Join this new, vibrant community to learn and connect with top thought leaders, startups and banks who are disrupting the financial services industry. Keep up with the latest news and trends in Fintech and take part in lively debates on topical issues and challenges.

Fintech

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Wills & Trusts Spotlight - Earn Commission for Referrals

Presented by

About this talk

More from this channel