Category: Press
The Mansfield launches with Mortgage Intelligence Group
Mansfield Building Society has been added to the Mortgage Intelligence panel of lenders. The new relationship will increase the distribution of the Society’s individual underwriting proposition to both Appointed Representatives and Directly Authorised members.
Mansfield Building Society will be offering its range of residential and buy to let mortgages and will be working with Mortgage Intelligence to raise awareness of the criteria available to their brokers.
All brokers contacting The Mansfield can benefit from a dedicated Intermediary Sales Support team, online affordability calculator, underwriter-assessed Decision in Principle, and secure online portal for mortgage applications.
Steve Walton, National Development Manager for the Society said that the values of Mortgage Intelligence were the right fit for The Mansfield.
“By offering tailored solutions, support and training together with practical day-to-day support, we felt that Mortgage Intelligence had exactly the right values to compliment our pragmatic underwriting approach.
“Brokers are telling us that our commonsense approach of assessing each case on its own merit is highly valued. The exciting new relationship with Mortgage Intelligence enables us to extend our distribution to a greater number of brokers who can offer their clients our expansive range of mainstream and niche products.”
Sally Laker, Managing Director, “It is important that our advisers can offer their clients flexibility when considering their needs, and that is why we are delighted to be welcoming Mansfield Building Society to panel. We are confident the Society’s individual underwriting approach and personal service will prove to be a popular with both our Appointed Representatives and Directly Authorised members.”
-ENDS-
Contact:
Steve Walton, National Development Manager
Mansfield Building Society
Regent House
Regent Street
Mansfield
Notts NG18 1SS Tel: 01623 676360
email: s.walton@mansfieldbs.co.uk
mansfieldbs.co.uk
Notes to Editors:
Mansfield Building Society offers a range of Residential and Buy to Let products. All mortgages are individually underwritten without the use of automated credit scoring systems. Each application is assessed on its own merits by people and the Society is committed to developing a personal service and relationship with its brokers and customers.
As well as residential purchase mortgages to 95% loan to value and remortgages to 90% loan to value, the Society’s individual underwriting is able to account for niche lending needs. These include support for First Time Buyers (eg family gifted deposits, Right to Buy and Mates Mortgages up to 4 applicants), lending into retirement, Shared Ownership, lending against improved values to support property improvement, interest only, Let to Buy and Regulated Buy to Let mortgages.
The Mansfield has a dedicated Intermediary Sales Support team available 5 days a week, Mon to Fri 9.00am* – 5.00pm. Brokers can call 01623 676360 or email brokers@mansfieldbs.co.uk to make enquiries.
Mansfield Building Society can trace its history back for over 140 years. It formed as a mutual and still works for the exclusive benefit of its members. As a mutual, there are no shareholders and therefore no dividends to pay. Mutuals are recognised as offering a strong guarantee and safe haven from fluctuations in the market.
About Mortgage Intelligence Holdings
Mortgage Intelligence Holdings was acquired by Countrywide in April 2011, the UK’s largest mortgage broker and property services Group. The following brands operate under Mortgage Intelligence Holdings.
Mortgage Intelligence and Mortgage Next: Established in 1996, Mortgage Intelligence, which merged with Mortgage Next in 2009, has become one of the UK’s leading mortgage networks. They offer award winning mortgage and insurance services to over 400 appointed representatives. Both networks focus on high quality of service and support offered to their intermediaries.
FYB Network: Mortgage Intelligence Holdings acquired Life and Easy trading as FYB Network in September 2012. FYB’s brand joined Mortgage Intelligence and Mortgage Next brands under the umbrella of Mortgage Intelligence Holdings Ltd. They offer both mortgages and insurance services. They were originally founded in 2004 and became a fully authorised network in May 2007.
Next Intelligence: Next Intelligence launched as a new brand in April 2011, bringing together Mortgage Intelligence and Mortgage Next’s directly authorised clubs which were both established in 1996. They offer premium brokers services to over 3500 mortgage intermediaries including mortgages, general insurance and a new protection panel which was launched in September 2011.
For more information about Mortgage Intelligence and media queries, please contact Countrywide Press office, +44(0)7721 439043
Newbury Building Society has been appointed to the Mortgage Intelligence panel of lenders for both Network and Club members.
Mortgage Intelligence is an award-winning mortgage and insurance network and club, helping brokers achieve more through an unrivalled, highly experienced team.
Roger Knight, Lending Manager at Newbury Building Society, said:
“We are delighted to join the Mortgage Intelligence lenders panel. We are confident that our flexibility and wealth of experience in the mortgage market will enable us to support and help more customers. With this appointment to the panel, both appointed representatives and directly authorised members can now access our range of products, our intermediary helpdesk and direct access to our experienced decision makers.
“Newbury Building Society has an established reputation for its personal approach to underwriting which helps brokers meet the needs of their clients.”
Sally Laker, Managing Director of Mortgage Intelligence, said:
“We are delighted to be adding Newbury Building Society to our lender panel for our network and mortgage club advisers. Their individual underwriting approach and lending criteria offers advisers flexibility to assist their clients.”
– ENDS –
Notes to Editors
Today, with over 64,400 members, the Society is stronger than ever. Newbury Building Society has around 140 staff with 11 branches across Berkshire, Hampshire and Oxfordshire. Its Head Office is based in Newbury, Berkshire. The Society celebrates its 160th birthday in 2016.
For more information please contact:
Emma Simms, Marketing and Communications Manager
T: 01635 555733 E: emma.simms@newbury.co.uk
About Mortgage Intelligence Holdings
Mortgage Intelligence Holdings was acquired by Countrywide in April 2011, the UK’s largest mortgage broker and property services Group. The following brands operate under Mortgage Intelligence Holdings.
Mortgage Intelligence and Mortgage Next: Established in 1996, Mortgage Intelligence, which merged with Mortgage Next in 2009, has become one of the UK’s leading mortgage networks. They offer award winning mortgage and insurance services to over 400 appointed representatives. Both networks focus on high quality of service and support offered to their intermediaries.
FYB Network: Mortgage Intelligence Holdings acquired Life and Easy trading as FYB Network in September 2012. FYB’s brand joined Mortgage Intelligence and Mortgage Next brands under the umbrella of Mortgage Intelligence Holdings Ltd. They offer both mortgages and insurance services. They were originally founded in 2004 and became a fully authorised network in May 2007.
Next Intelligence: Next Intelligence launched as a new brand in April 2011, bringing together Mortgage Intelligence and Mortgage Next’s directly authorised clubs which were both established in 1996. They offer premium brokers services to over 3500 mortgage intermediaries including mortgages, general insurance and a new protection panel which was launched in September 2011.
For more information about Mortgage Intelligence, please contact: Countrywide Press office, +44(0)7721 439043
Marsden Building Society and Mortgage Intelligence have partnered up to provide Appointed Representative members with their range of Lending Solutions. Marsden’s Lending Solution pools together a range of mortgage products that offer something a little different; Residential, Older Borrowers, Lending to Professionals and Buy to Let.
As well as providing a competitive product range, Mortgage Intelligence brokers have direct access to the Marsden’s intermediary team who are always available to speak to a broker about a case that they’re struggling to place. With individual underwriting and no credit scoring, the Society is able to take a more ‘common sense’ approach to a client’s circumstance.
Heather Crinion, General Manager (Operations) at Marsden Building Society and responsible for the Society’s intermediary distribution said, “Mortgage Intelligence’s approach aligns very much with our own. A passion for personal service and high standards mean we are looking forward to working with their advisers. They will have access to our full intermediary range including our Older Borrower products which is one of our innovative lending solutions for the over 55’s; giving those that are in or approaching retirement the ability to continue to borrow money against their property. Our products ensure that age is no longer an issue for borrowers who have retired and are in receipt of pension income, allowing them access to an interest only or repayment mortgage for their home.”
“We look forward to working with Mortgage Intelligence and its members to support them with our Lending Solutions. Our expert Intermediary team will be available to support members with product and criteria knowledge to find the right solution for both members and their clients.”
Sally Laker from Mortgage Intelligence said, “A key focus for Mortgage Intelligence throughout 2016 has been developing a diverse lending panel that is reflective of the market and the needs of our advisers. We feel the addition of Marsden Building Society, a lender that prides itself on delivering service and innovation to intermediaries, is yet another positive step towards achieving this goal.”
Notes to the editor
For further information please contact Melissa Boland, Marketing Manager for Marsden Building Society m.boland@themarsden.co.uk
About Marsden Building Society
We pride ourselves on our friendly, personal approach and individual underwriting supporting an established and reliable service for mortgage brokers and their clients.
Lending Solutions
Our range includes:
• Residential mortgages for first time buyers and home movers
• Older Borrowers mortgages- lending to those aged 55-85
• Buy to Let mortgages
• Lending to Professionals
Older Borrower- key features:
• Age 55-85
• Repayment and interest only up to 60% LTV
• Income: Based on pension income, property and investments
• Multiplier 4.5x joint or single
• Products support minimum valuations of £150,000 and £200,000.
• Early Redemption charges during the fixed or discount period only- no ERC’s after product end date
About Mortgage Intelligence Holdings
Mortgage Intelligence Holdings was acquired by Countrywide in April 2011, the UK’s largest mortgage broker and property services Group. The following brands operate under Mortgage Intelligence Holdings.
Mortgage Intelligence and Mortgage Next: Established in 1996, Mortgage Intelligence, which merged with Mortgage Next in 2009, has become one of the UK’s leading mortgage networks. They offer award winning mortgage and insurance services to over 400 appointed representatives. Both networks focus on high quality of service and support offered to their intermediaries.
FYB Network: Mortgage Intelligence Holdings acquired Life and Easy trading as FYB Network in September 2012. FYB’s brand joined Mortgage Intelligence and Mortgage Next brands under the umbrella of Mortgage Intelligence Holdings Ltd. They offer both mortgages and insurance services. They were originally founded in 2004 and became a fully authorised network in May 2007.
Next Intelligence: Next Intelligence launched as a new brand in April 2011, bringing together Mortgage Intelligence and Mortgage Next’s directly authorised clubs which were both established in 1996. They offer premium brokers services to over 3500 mortgage intermediaries including mortgages, general insurance and a new protection panel which was launched in September 2011.
For more information about Mortgage Intelligence, please contact: Countrywide Press office, +44(0)7721 439043
Fleet Mortgages, the buy-to-let and specialist lender, has today (12th July 2016) announced the addition of Mortgage Intelligence networks and mortgage club, to its distributor panel.
From today, all appointed representatives (ARs) and directly authorised (DA) members of Mortgage Intelligence will be able to submit business directly to Fleet Mortgages, who offer buy-to-let mortgages exclusively through intermediaries. Their products are available to individuals, limited companies and those looking to invest in Houses in Multiple Occupation. Their core range of products includes:
• Two-year fixed, 70% LTV, with a 1% fee at 3.09%
• Limited company two-year fixed, 65% LTV with a 1.5% fee at 3.99%
• Limited company lifetime tracker, 70% LTV with a 1.5% fee at 4.5% and rental calculation 125% at 5%
• HMO two-year fixed 65% LTV with a 2% fee at 4.09%.
All products are available to view by visiting Fleet Mortgages’ website at: www.fleetmortgages.co.uk/products-p-9.html
Bob Young, Chief Executive Officer of Fleet Mortgages, commented:
“Developing our distributor panel has been a core focus for us throughout 2016 and we’re therefore very pleased to begin working directly with both Mortgage Intelligence, its ARs and club members. We already have a strong relationship with the team at Mortgage Intelligence, one of the most prominent and established networks and clubs in the marketplace and are looking forward to working with their members in order to help develop their buy-to-let advice propositions. We would like to ensure they are up to date with both our product and criteria offering given the upcoming changes in the industry.
“These are undoubtedly changing times for buy-to-let however the demand for private rental property and finance to purchase it remains strong. We anticipate a much more professionally-focused landlord in the months and years to come, and this is where our business is strongly positioned – in areas like limited company purchases and HMOs where we can help advisers meet the needs of their clients. We would therefore urge all Mortgage Intelligence members to review our products and criteria, and contact our in-house sales team and BDMs to see how Fleet Mortgages can support them.”
Sally Laker, Managing Director of Mortgage Intelligence, said:
“It’s important that as the Buy to Let landscape continues to evolve, we are able to meet the needs of our advisers and their clients by providing a diverse and flexible panel of lenders. We feel the addition of Fleet Mortgages, a specialist lender that prides itself on delivering innovation and experience to the Buy to Let market, is a really positive development in achieving this commitment.”
For further information on Fleet Mortgages, please visit: www.fleetmortgages.co.uk
For more information on Mortgage Intelligence, please visit:
www.experiencemi.co.uk
ENDS
For further information please contact:
Bob Young, Chief Executive Officer, Fleet Mortgages
Direct line: 01252 916800
Rob Griffiths, White Dragon Communications Ltd
Mobile: 07983 641566, rob@whitedragoncomms.co.uk
NOTES TO EDITORS
About Fleet Mortgages
• Fleet Mortgages is a buy-to-let and specialist lender established in 2014 and based in Fleet, Hampshire.
• Fleet Mortgages is headed by Chief Executive Officer, Bob Young – formerly Managing Director of CHL Mortgages – and a senior management team and staff with many years experience of the UK lending market, particularly the buy-to-let and specialist sectors.
• Fleet Mortgages is partnered with one of the world’s largest asset managers.
• Fleet Mortgages launched in December 2014 and currently focuses on the buy-to-let market offering mortgages to professional landlords, as well as limited companies and those seeking finance for Houses in Multiple Occupation (HMOs).
About Mortgage Intelligence Holdings
Mortgage Intelligence Holdings was acquired by Countrywide in April 2011, the UK’s largest mortgage broker and property services Group. The following brands operate under Mortgage Intelligence Holdings.
Mortgage Intelligence and Mortgage Next: Established in 1996, Mortgage Intelligence, which merged with Mortgage Next in 2009, has become one of the UK’s leading mortgage networks. They offer award winning mortgage and insurance services to over 400 appointed representatives. Both networks focus on high quality of service and support offered to their intermediaries.
FYB Network: Mortgage Intelligence Holdings acquired Life and Easy trading as FYB Network in September 2012. FYB’s brand joined Mortgage Intelligence and Mortgage Next brands under the umbrella of Mortgage Intelligence Holdings Ltd. They offer both mortgages and insurance services. They were originally founded in 2004 and became a fully authorised network in May 2007.
Next Intelligence: Next Intelligence launched as a new brand in April 2011, bringing together Mortgage Intelligence and Mortgage Next’s directly authorised clubs which were both established in 1996. They offer premium brokers services to over 3500 mortgage intermediaries including mortgages, general insurance and a new protection panel which was launched in September 2011.
For more information about Mortgage Intelligence, please contact:
For media queries, please contact Countrywide Press office, +44(0)7721 439043
Bluestone Mortgages has today announced its latest distribution expansion, partnering with network and mortgage club Mortgage Intelligence. The new partnership will see Bluestone Mortgages’ products and solutions on offer to all network appointed representatives and directly authorised mortgage club members.
Bluestone’s collaboration with Mortgage Intelligence is the latest in a number of distribution agreements since its pilot launch into the UK specialist lending market in October 2015.
Matt Andrews, Managing Director, Bluestone Mortgages, commented:
“We are very pleased to announce another successful distribution partnership, this time collaborating with Mortgage Intelligence. We value finding suitably qualified partners through whom we can expand our product and service offering and Mortgage Intelligence was a natural choice. With this latest partnership, we intend to build on our collaborative relationship with brokers, which will help us shape and develop our business, in readiness for a full market launch to help close the gap of UK consumers who are currently underserved by mainstream lenders”.
Sally Laker, Managing Director, Mortgage Intelligence, commented:
“We are excited to be welcoming Bluestone Mortgages to our ever expanding panel of lenders. As a company that’s committed to meeting the needs of our members and their clients, the decision to add Bluestone Mortgages, a specialist lender that prides itself on innovation and transparency, was a natural one.”
…ends…
Notes to editors:
About Bluestone Mortgages
Bluestone Mortgages is a specialist lender, passionate about helping customers who are underserved by the UK high street banks. Providing innovative, affordable mortgage solutions, delivered with a straight talking, transparent and honest approach.
Bluestone Mortgages is part of the Bluestone Group which was founded in 2000. Bluestone is fast growing multinational financial services business with offices in the UK, Ireland and Australasia.
The business is owned by a mix of private and institutional shareholders including LDC, Australia’s Macquarie Bank and the management team.
Media enquiries please contact:
Sophie Placido
Account Director
Rostrum
0207 440 8678
s.placido@rostrum.agency
About Mortgage Intelligence Holdings: Mortgage Intelligence Holdings was acquired by Countrywide in April 2011, the UK’s largest mortgage broker and property services Group. The following brands operate under Mortgage Intelligence Holdings.
Mortgage Intelligence and Mortgage Next: Established in 1996, Mortgage Intelligence, which merged with Mortgage Next in 2009, has become one of the UK’s leading mortgage networks. They offer award winning mortgage and insurance services to over 400 appointed representatives. Both networks focus on high quality of service and support offered to their intermediaries.
FYB Network: Mortgage Intelligence Holdings acquired Life and Easy trading as FYB Network in September 2012. FYB’s brand joined Mortgage Intelligence and Mortgage Next brands under the umbrella of Mortgage Intelligence Holdings Ltd. They offer both mortgages and insurance services. They were originally founded in 2004 and became a fully authorised network in May 2007.
Next Intelligence: Next Intelligence launched as a new brand in April 2011, bringing together Mortgage Intelligence and Mortgage Next’s directly authorised clubs which were both established in 1996. They offer premium brokers services to over 3500 mortgage intermediaries including mortgages, general insurance and a new protection panel which was launched in September 2011.
For more information about Mortgage Intelligence, please contact:
For media queries, please contact Countrywide Press office, +44(0)7721 439043
Mortgage Intelligence have added Kent Reliance to its panel of mortgage lenders.
Part of OneSavings Bank, Kent Reliance will provide Appointed Representatives, and Directly Authorised members, another solution for placing complex Residential and Buy to Let cases.
Committed to developing a competitive proposition that meets the needs of both adviser and client, the decision to further strengthen the panel was based on recent market research and an influx of enquiries outside of mainstream criteria.
Aside from a flexible approach to lending, Network and Club members will benefit from a competitively priced product range and direct access to a team of product and technical specialists.
Sally Laker, Manager Director, commented: ‘At Mortgage Intelligence we pride ourselves on meeting the needs of our advisers and their clients. With this in mind, it is important we have been able to respond to market conditions and add Kent Reliance , an established and award winning specialist lender, to our lending panel.’
Adrian Moloney, Sales Director, OneSavings Bank added, “Our distribution footprint continues apace in 2016 with the latest key addition of Mortgage Intelligence onto our broker panel. We look forward to working with Mortgage Intelligence and its members to help them maximise the opportunities our award winning specialist mortgage range can bring to their clients. Our national network of business development managers will help them every step of the way in providing flexible and better value specialist mortgages to help their landlord clients meet the needs of the UK’s growing private rental sector.”
For more information about Mortgage Intelligence, please contact:
Christine Webb
Countrywide plc
07721 439043
About Mortgage Intelligence Holdings: Mortgage Intelligence Holdings was acquired by Countrywide in April 2011, the UK’s largest mortgage broker and property services Group. The following brands operate under Mortgage Intelligence Holdings.
Mortgage Intelligence and Mortgage Next: Established in 1996, Mortgage Intelligence, which merged with Mortgage Next in 2009, has become one of the UK’s leading mortgage networks. They offer award winning mortgage and insurance services to over 400 appointed representatives. Both networks focus on high quality of service and support offered to their intermediaries.
FYB Network: Mortgage Intelligence Holdings acquired Life and Easy trading as FYB Network in September 2012. FYB’s brand joined Mortgage Intelligence and Mortgage Next brands under the umbrella of Mortgage Intelligence Holdings Ltd. They offer both mortgages and insurance services. They were originally founded in 2004 and became a fully authorised network in May 2007.
Next Intelligence: Next Intelligence launched as a new brand in April 2011, bringing together Mortgage Intelligence and Mortgage Next’s directly authorised clubs which were both established in 1996. They offer premium brokers services to over 3500 mortgage intermediaries including mortgages, general insurance and a new protection panel which was launched in September 2011.
Mortgage Intelligence, an award-winning mortgage and insurance network and club, reveal the dates for their MI Live 2015 Business Development Events. Mortgage Intelligence will host three live events in November for appointed representative and directly authorised advisers wishing to improve business development.
During the first week of November, the Mortgage Intelligence team will be hosting three live events. Each event will begin with a welcome presentation from Sally Laker, Managing Director of Mortgage Intelligence, followed by panel discussions led by key spokespeople, guest speakers and interactive workshop style sessions. Each day will start at 9:00am and finish with a networking lunch at 1:00pm.
Commenting on the MI Live 2015 events, Sally Laker, Managing Director, Mortgage Intelligence, said:
“We are delighted and excited to announce the dates for our MI Live 2015 Business Development Events, which will take place during the first week of November. All three events have been designed to inspire and update our appointed representatives and directly authorised advisers.
“I’m particularly excited to hear the interesting opinions that arise from the panel discussions each day. These discussions will touch on industry changes, insights and trending topics, such as the Mortgage Credit Directive and the latest industry issues.”
The first event will take place on Tuesday, 3 November in Bristol. Peter Curran, Financial Services Managing Director at Countrywide, will open the event with a panel discussion along with representatives from four top lenders and mortgage providers, Vitality Life and Paymentshield. Attendees will hear from two guest speakers one from Lloyds Banking Group and the other from LV (Liverpool Victoria).
On Wednesday, 4 November, the second event will take place at the Silverstone Circuit in Northampton. Peter Curran, will begin the day and lead a panel discussion seeking providers opinions on recent and current industry issues and key topics. Guest speakers will be Adrian Moloney, Corporate Account Manager at Nationwide Building Society and Mark Richards, National Account Development Manager at Friends Life Insurance.
Thursday 5, November will conclude the MI Live 2015 Business Development Events in Gatwick. Sally Laker will lead the morning panel discussion with both mortgage and protection experts and will highlight the latest industry changes, trends and insights. Following interactive workshops with top lenders, the event will also welcome guest speakers Alan Cole, Adviser Development Manager at Bright Grey and Richard Howes, National Key Account Manager at Santander.
To book visit the events area!
Register
Sally Laker of Next Intelligence mortgage club, one of the UK’s leading providers of mortgage and financial services, has been named ‘Business Leader: Next Intelligence Mortgage Club’ at the British Mortgage Awards 2015 on Thursday, 9 July.
This year marked the British Mortgage Awards 10th Anniversary, associated with Mortgage Solutions. The event recognised the stand out achievements of the most deserving individuals in the UK Mortgage industry.
Sally saw off strong competition to pick up the award at a gala ceremony held at the Park Plaza Westminster Hotel in South Bank, London. The awards were judged by a panel of industry experts who chose the winner. Attended by over 500 guests, the British Mortgage Awards 2015 were presented by Phil Rickards, Head of BM Solutions, and headlining the evening’s entertainment was comedian, Ed Byrne.
Commenting on this award, Sally Laker, Managing Director, Next Intelligence, said:
“I am delighted to have won the British Mortgage Award for ‘Business Leader: Mortgage Club’ for Next Intelligence, especially against such a talented group of finalists.”
If you would like to join our award-winning Mortgage Network as an appointed representative or become a member of our Mortgage Club, contact our Broker Support Team on 0845 130 7446 opt 1.
Mortgage Intelligence has launched Mortgage Intelligence Online, a series of virtual training events and workshops offering members on-demand access to training and business development support without the need to leave the office.
Commenting Sally Laker, Managing Director at Mortgage Intelligence, says:
“We are very proud of the services we offer advisers and always strive to provide our members with the most flexible and comprehensive support package available. Hosting virtual events has helped so many advisers to broaden their knowledge of the industry, as well as providing professional advice on how to better serve their clients and grow their business.”
The 2015 programme is packed full of great events hosted by leading lenders, providers and selected business partners. Mortgage Intelligence want to give its members the tools and advice they need to stay ahead of the game and continue to provide the same first-class service to their clients.
“It’s an excellent way to communicate and learn,” said Chris Pownall, at Regency Mortgage Services. When asked 95% of our advisers said it’s a great way to learn often technical industry and business knowledge and a great way to interact with their peers.
Upcoming Events
New Build – A Market of Opportunity
Presented by Adrian Moloney – Corporate Account Manager at Nationwide
Wednesday 6th May at 10.30am
“We will be exploring opportunities in the New Build sector with focus on the current market, economic trends, areas of opportunity and the future of the New Build market. The session will also look at Help to Buy, affordable housing and the upcoming Starter Home Initiatives, all key sectors of the intermediary market. This is an excellent opportunity to enhance your knowledge of a growing area of the UK mortgage market from one of the leading lenders in this sector.”
Register Online
Trusts: What, Where, When and Why!
Presented by Darren Phillips – Strategic Account Manager at AIG
Wednesday 13th May at 10.30am
“The presentation intends to provide a general overview of the benefits of putting life insurance into trust, potential disadvantages of creating a trust, a guide to the types of trust available and responsibilities of the parties involved. It will also go through a couple of examples of putting a policy into trust, provide some practicalities around the online trust system as well as cover most common trust queries.”
Register Online
Last week marked the 9th Annual Conference for Mortgage Intelligence Holdings, which was held on Thursday 5 March at the East Midlands Conference Centre in Nottingham.
The event attracted over 180 attendees, with brokers from the Mortgage Intelligence, Mortgage Next, Network, FYB Network and the Next Intelligence club.
A range of the industry’s top banks, building societies and insurance providers also lent their support to the event by laying on a series of one-to-one meetings and themed master classes during the afternoon’s conference proceedings.Two panels of experts took part in question and answer sessions about the lending and protection markets, led by Nigel Stockton Financial Services Director of Countrywide.
The conference was rounded off with keynote speaker presentations by Alison Platt, Countrywide Chief Executive Officer and Sally Laker, Managing Director at Mortgage Intelligence providing an insight into the future of Countrywide and Mortgage Intelligence’s success in 2014. An inspiring speech by fivetime’s Olympic champion Sir Steve Redgrave completed the afternoon’s proceedings.
After the conference, attendees and exhibitors enjoyed drinks and refreshments and were able to take some time to network with their peers.
Sally Laker, Managing Director of Mortgage Intelligence Holdings, said:
“Our annual conference provides us with a unique opportunity to meet our advisers and gain valuable insight as to their experiences of the current market.
“The conference was a great success and gave us the vehicle to showcase our new branding and Mortgage Intelligence business insight. The feedback on our new style event has been fantastic with advisers feeling positive for the year ahead”