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Meet over 70 exhibitors
Gain the competitive advantage
We have an exceptional guest speaker confirmed
Free breakfast and lunch
Attend our presentations
Earn valuable CPD
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Main Agenda
Roundtable Agenda
Guest speaker
Philip Calvert
Philip Calvert was a pioneer of social media in financial services, having created the world’s first online networking platform for financial advisers. He works with financial advisers around the world and is in demand as an expert speaker on LinkedIn lead generation, social media and internet marketing for the financial advice community. He is the author of five books, including his latest 56 New Income Streams for Financial Advisers – How to Turn your Financial Planning Expertise into Profitable Information Products for the Digital Age.
Presenters
Kevin Roberts, Director, Mortgage Club, Legal and General
Kevin has nearly thirty years’ experience in financial services across a range of roles within General insurance, Protection and Mortgages.
Kevin joined Legal & General (L&G) in December 2012 as Broker Director within the Partnerships division of Insurance, with accountability for Affinities added to his role in 2016. In March 2018, Kevin became the Director of L&G’s Mortgage Club, with full end to end responsibility for the development of one of the largest distributors of mortgages in the UK.
He is married with two children and enjoys keeping fit through running and martial arts, spending time with his family and travelling as much as he can.
Craig Morrison, Head of Strategic Accounts, Legal and General
An electronics engineer by degree, but saw the light and joined financial services. He has been at Legal & General for 15 years, starting his career in the private medical insurance product marketing area, before moving into a marketing role within general insurance. In 2007 he moved into a business development role within the Intermediary GI channel, working in a variety of positions that culminated in being Head of IFA general Insurance before moving into the protection channel, where he now manages a team of key account managers who look after Legal & General s strategic partners within the Intermediary channel. A keen runner and swimmer in his spare time and loves rugby – although no longer plays.
Craig Flinter, Regional Manager, Digital Mortgages
After failing to find a profession which united his childhood ambitions of being a pilot or professional rugby player, Craig began his career in mortgage sales at Cheltenham & Gloucester plc.
Craig has worked in the financial industry for over 16 years most notably in the mortgage market. Starting his career at Cheltenham & Gloucester within the Lloyds Banking Group Craig has held a number of positions before moving to TSB Bank. When not working Craig likes spending time with his wife and two daughters and occasionally dusting off his rugby boots for a run out.
To feed his love of technology Craig didn’t have to think twice about joining the UK’s first bank built exclusively for mobile and is proud to not only help change banking for the better but for good!
Sharon Marshall, Sales Director, Mortgage Brain
Sharon has worked in the industry for a number of years, including for Santander as a National Account Manager and latterly at Countrywide as Head of Insurance Sales. Having been with Mortgage Brain since 2015, she is now responsible for managing the corporate sales team, focused on collaborating and supporting the business’s customers to bring market-leading latest generation technology to intermediaries.”
Andy Philo, Director of Strategic Partnerships, Vitality
Andy is Director of Strategic Partnerships and Employed Distribution at Vitality. He is responsible for all the major network/service provider relationships, Exclusive Associates (single tie businesses) and the employed sales teams across VitalityLife, VitalityHealth and VitalityInvest. Andy has been responsible for managing the franchise channel; the largest provider of distribution support team in the UK. He has been at Vitality for nearly 11 years, joining shortly after its formation.
Andy has been in the industry for 32 years and before joining Vitality Andy spent nearly 20 years with Legal & General working in numerous sales and account management roles, most notably managing the national Business Partnerships Recruitment team and as an Account Director in Banks & Building Societies Division. He also had responsibility for the life, investment and pension sales from a team of Appointed Representatives. He spent the formative part of his career as a Financial Adviser.
Andy’s experience and professionalism has been recognised with him having won ‘Business Leader of the Year, Protection or General Insurance’ at the prestigious British Mortgage Awards on no fewer than five occasions (2012, 2013, 2014, 2016 and 2017). These are often referred to as the “Oscars of the mortgage industry!”
He is married with two daughters and is an avid Tottenham Hotspur supporter.
Mark Cracknell, Head of Protection Distribution, Aviva
Mark has over 30 years’ experience in financial services. He started his career with Friends Provident as a sales consultant, progressing to the role of business development director. After the acquisition of Friends Provident, Mark moved to Friends Life as head of distribution development, responsible for managing intermediary partnerships across the UK market. In 2015, following the acquisition of Friends Life by Aviva, Mark was appointed to his current role, accountable for the combined intermediary protection channel for the enlarged Aviva UK Life business.
James August, Business Development Manager, LV
Andy Cooke, Business Development Manager, Bank of Ireland UK
Laura Gauden, National Accounts Manager, Paymentshield
Lee Denton, National Sales Manager, Source
Simon Jacobs, Head of Underwriting & Claims Strategy, Aegon
Simon has over 25 years’ experience in underwriting, working for both providers and reinsurers. During this time, he’s had various management roles spanning underwriting and claims operations, philosophy and rules engine development. He’s been in his current position as Head of Underwriting & Claims Strategy at Aegon for the past six years.
Craig Kerrigan, National Accounts Manager, More2Life
FAQs
Venue
Sponsors
Contacts
For any general event queries and any questions regarding the running of the day, please email events@therightmortgage.co.uk
For any other queries and questions regarding booking, please email support@therightmortgage.co.uk
Testimonials
Fantastic day, inspiring
I enjoyed seeing people from TRM in one place together with the lenders – it re-focus’s ones goals
Another brilliant event organised by Right Mortgage demonstrating that it genuinely has the best interests of its advisers at heart
Great atmosphere – gives you that buzz again
Great opportunity to gain knowledge especially from the lenders and providers not readily used. The technology and compliance events are not to be missed as these are shaping the future. Many thanks to all at TRM for yet another special day!
Thanks again for another most informative and useful day. Well organised, well presented, and a pleasure meeting my colleagues.
