Our speaker for May was Robert Sinclair, Chief Executive at AMI who spoke about:
'Consumer Duty 2024'
'Consumer Duty 2024'
Specifically:
- What were the outcomes of phase one implementation of Consumer Duty?
- What do brokers need to do by 31st July 2024 to be prepared for Consumer Duty, in regard to closed products and services and annual review?
- What happens to Consumer Duty after 31st July 2024?
- What are the latest updates on Vulnerability?
- What is the FCA’s view on the lifetime and second charge market?
- What are Robert’s latest thoughts on product pricing, product withdrawals and managing pipeline?
The event took place from 11am-12:15pm on Thursday 23rd May
If you are watching on-demand, please register using the form below to earn valuable CPD points.
Our speaker for March was Scott Marshall, Managing Director at Roma Finance who discussed how:
'Volatility Creates Opportunity'
As the macro environment continues to surprise us, the property finance market has experienced significant and continuing evolution. In this property investment world, volatility has created opportunities for landlords, developers, and investors to prosper.
What does this look like?
Scott Marshall, managing director and founder of Roma Finance will provided a concise step by step explanation of these opportunities.
He looked at the economy and provided an update of where we are now and what the rest of the year looks like. This update was directly followed by the outlook for property investor opportunities; what has been working and what the lucrative investments will be going forward.
Finally, he covered due diligence, not only what a lender will do on a borrower, but what borrowers should do on a lender. Property investment works best when the investor has great networks, including a proactive partnership with their lender. Is it very much a two-way street to ensure the best possible outcome in every project.
This event took place from 10am-11:20am on Wednesday 20th March
If you are watching on-demand, please register using the form below to earn valuable CPD points.
'Maximising value for your clients'
Tony will be joined by Josh Knight from Octane Capital.
This event takes place from 11am-12pm on Tuesday 23rd July
If you are interested in attending this event and there is a question/area that you would like our specialist to discuss, please let us know prior to the event (on the sign-up form below) and they will be happy to cover this as well.
Tony will be joined by Andrew Ferguson from West One Loans.
This event took place from 11am-12pm on Tuesday 23rd July
If you are interested in attending this event and there is a question/area that you would like our specialist to discuss, please let us know prior to the event (on the sign-up form below) and they will be happy to cover this as well.