Boost your Business Wellbeing:

Supporting you to support your clients

Tuesday, 20 September 2022

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Our 2022 virtual conference is your guide as a principal on the key focus areas for your firm between now and Christmas to help boost the health of your business.

Thank you to our Sponsors

Agenda

The Road to 2023 – where will the next 3 months lead us?

This keynote session will introduce the conference agenda, and then move onto a discussion of the key trends and headwinds impacting the mortgage market between now and the end of 2022, and possibly beyond!

Hosted by Kevin Roberts, Director, Legal & General Mortgage Services | Guest Speaker: Mike Regnier, CEO, Santander

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The Upside of Consumer Duty – looking for opportunities within the regulation

Join our head-to-head debate from a Lender and an Adviser viewpoint on the impending Consumer Duty requirements and how this new regulation could actually be good news for the end customer, plus insight into how the firms themselves will address the new requirements.

Hosted by Claire Beardmore, Head of Broker & Propositions, Legal and General Mortgage Club | Guest Speakers: Kay Leslie, Compliance Director HL Partnership and Jon Cole, Head of Risk, Mortgage Distribution, HSBC

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Is Glass the new Gold? – the emerging priorities within climate action

This discussion will focus on 2 main issues: 1) the current environmental challenges & opportunities vs what’s forecasted to emerge in the future, and 2) how will climate change affect the availability and cost of building materials, and therefore the impact upon the market and the end customer.

Hosted by Zara Bray, Key Relationship Manager, Legal and General Mortgage Club | Guest Speakers: Trudy Woolf – Sustainability Director, Legal & General and Jon Alker – Head of Sustainability, Legal & General

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Unconscious Bias – You don’t know what you don’t know

A deep dive into what is unconscious bias, how it affects people at a macro and micro level, and how firms can take action to educate their workforce to be mindful of this concept to improve inclusivity in their day-to-day interactions with each other and customers.

Hosted by Ali Crossley, Managing Director – Distribution, Legal & General | Guest Speaker: Andrew Montlake, Managing Director, Coreco

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How to help yourself to help others

With lenders and advisers currently at breaking point due to challenges across the market, Clare Beardmore, Head of Broker and Danny Belton, Head of Lender Relationships will go head-to-head to discuss how the proactive use of tech can help ease their stress across the mortgage process.

Hosted by Jodie White, Head of Mortgage Products & Transformation, Legal & General Mortgage Club | Guest Speakers: Clare Beardmore, Head of Broker & Propositions and Danny Belton, Head of Lender Relationships, Legal & General Mortgage Club

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Presenters

Image for Kevin Roberts

Kevin Roberts

Director

Legal & General Mortgage Services

Image for Mike Regnier

Mike Regnier

CEO

Santander

Image for Ali Crossley

Ali Crossley

Managing Director, Distribution

Legal & General Retail

Image for Danny Belton

Danny Belton

Head of Lender Relationships

Legal & General Mortgage Club

Image for Clare Beardmore

Clare Beardmore

Head of Broker & Propositions

Legal & General Mortgage Club

Image for Jodie White

Jodie White

Head of Mortgage Products & Transformation

Legal & General

Image for Zara Bray

Zara Bray

Key Relationship Manager

Legal and General Mortgage Club

Image for Kay Leslie

Kay Leslie

Compliance Director

HL Partnership

Image for Jon Cole

Jon Cole

Head of Risk, Mortgage Distribution

HSBC

Image for Trudy Woolf

Trudy Woolf

Sustainability Director

Legal & General

Image for Jon Alker

Jon Alker

Head of Sustainability

Legal & General Capital

Image for Andrew Montlake

Andrew Montlake

Managing Director

Coreco