The Adviser UK Study Tour 2016

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The Adviser UK Study Tour 2016

The Adviser’s study tour has been designed to equip a group of Australia’s elite and senior mortgage brokers, as well as the wider third-party mortgage industry, with insights from the UK market.

 

This exclusive study tour will give 30 delegates an up-close view of the economics of distribution, product delivery and serviceability in the UK as well as the regulatory and legislative environment – and how this can be adapted to our domestic market.

The UK mortgage market has undergone significant regulatory reform in recent years and brokers have come out on top. Broker market share in the UK has grown from 50 per cent in 2013 to more than 70 per cent today – in a market that has significantly less revenue than Australia.

Delegates will learn from one of the most competitive and dynamic mortgage markets in the world where broking firms have built highly profitable businesses on lean margins.

The Adviser’s is committed to delivering education and knowledge to help brokers grow their business.

The UK Study Tour will not be repeated – limited to 30 delegates only!

Speakers

ROBERT SINCLAIR

CEO
Association of Mortgage Intermediaries
PAUL SMEE

Director General
Council of Mortgage Lenders
London bank
Miguel Sard
MIGUEL SARD

Managing Director, Mortgage Division
Santander
PATRICK BUNTON

Operations and Compliance Director
London & Country Mortgages
Trafalgar Square
STEPHEN SMITH

Chairman
Legal & General
SALLY LAKER

Managing Director
Mortgage Intelligence
Steve Weston
STEVE WESTON

Former CEO of Mortgages
Barclays
PETER BRODNICKI

CEO
Mortgage Advice Bureau
SIDNEY WAGER

Intermediary Partnerships Director
Barclays
Union Jack

Key features

  • Exclusive group of Australia’s top mortgage professionals
  • Unique insights into a mature and booming market
  • High-level speakers that have helped shape the UK market
  • Learn strategies to help shape your business and gain a competitive advantage
  • Packed two-day London conference
  • Fine dining plus opportunities for networking with peers
  • Accommodation

Agenda

Sunday 16 October – Day One

  • Welcome dinner

Monday 17 October – Day Two

  • Conference (full day)
  • Cocktail, canapes and networking

Tuesday 18 October – Day Three

  • Conference (full day)
  • Gala dinner

Wednesday 19 October – Day Four

  • Farewell lunch

Select evenings will feature a guest speaker (to be confirmed)


Topics at the two-day conference will include:

  • Steve will play a key role as host and facilitator of The Adviser’s UK Study Tour, helping to connect and translate the two markets while reinforcing the opportunity for Australian mortgage businesses to learn from their UK counterparts. In particular, Steve will convey how our local mortgage industry may look after further regulatory reform based on the UK experience – and the likely impact (positive and negative) this will have on brokers and lenders
    SPEAKER: Steve Weston, Former CEO of Mortgages, Barclays
  • The journey of mortgage regulation in the UK and the FCA's current key areas of focus with mortgage lending, particularly with respect to intermediary distribution
    SPEAKER: Paul Smee, Director General of the Council of Mortgage Lenders
  • The future of broking in a mature market – learning from the UK market, where procurement fees are much lower for brokers
    SPEAKER: Patrick Bunton, Operations and Compliance Director, London & Country Mortgages
  • Impacts on changing consumer behaviour and how customers secure finance – what Australian mortgage broking businesses/ aggregators (the UK ‘clubs’ and ‘networks’) and lenders can learn
    SPEAKER: Miguel Sard, Managing Director, Mortgage Division, Santander
  • Cross selling – learnings and strategies from the UK that can work in Australia
    SPEAKER: Sally Laker, Managing Director, Mortgage Intelligence
  • Understanding how Australia can go from 50% to 70% market share of mortgage flow in the same way it has in the UK
    SPEAKER: Robert Sinclair, CEO, Association of Mortgage Intermediaries

  • Sustainable business practices for brokers/ aggregators (‘clubs’ and ‘networks’) – positioning yourself for growth
    SPEAKER: Stephen Smith, Mortgage Club Chairman, Legal & General

  • Using technology to improve engagement between lenders, brokers and their customers – what might be around the corner for Australia
    SPEAKER: Sidney Wager, Intermediary Partnerships Director, Barclays

  • Best practice in mortgage broking – creating a robust business in all cycles. How to be boom and bust proof
    SPEAKER: Peter Brodnicki, CEO, Mortgage Advice Bureau