THURSDAY 21ST SEPTEMBER

After the summer holidays our first Virtual Workshop will be held on Thursday 21st September starting at 10am. Join Justin Hawes, Key Account Manager at TMA Club for a morning of knowledge building, as you listen to four TMA partners presentations; Cirencester Friendly, Keystone Property Finance, Virgin Money and Watts Commercial Finance.

This event will also feature a high level overview of the latest compliance news. Once attended you will also receive 2.5 hours of structured CPD.

TUESDAY 17TH OCTOBER

Broker Support Team Leader, Earl Gardiner, will be hosting our next Virtual Workshop on Tuesday 17th October via Zoom webinar. for the most up to date industry support and guidance, these Virtual Workshops are the best opportunity to build up you knowledge whilst gaining CPD. This event will start at 10am and will last around 2.5 hours.

Joined by L&G, NatWest, Molo & CHL Mortgages this event will also feature an interactive compliance update from a member of the team.

Date: Friday 22^nd September 2023
Time: 10:00 – 11:00am
Location: Zoom

Following consecutive Base Rate rises since December 2021, this has resulted in further affordability pressures for homebuyers, particularly those looking to make their first step on the housing ladder. As a result, Craig Hall, Director, New Homes Financial Services will be putting the spotlight on Shared Ownership in conjunction with Kent Reliance via a LIVE virtual session on Friday 22 September at 10:00.

Shared Ownership has been an important part of affordable home ownership for some 40 years, and he is keen to establish from our expert guest speakers their thoughts on the future of the scheme.

Joining Craig will be the following guests:

• Liza Campion – Head of Corporate Accounts, Kent Reliance (an OSB Group lender)
• Amy Nettleton – Assistant Director of Development – Sales & Marketing, Aster Group UK and Chair, National Housing Group
• Rupi Hunjan – CEO and Founder, Censeo Financial

We hope you can join us and welcome your questions on the day. Please see below the link to join the webinar via Zoom.

Zoom Link:
https://us02web.zoom.us/meeting/register/tZckd-6vqzkrH9xQhhZq7TmyM0Z9GTHOYpuW
Meeting ID – 839 0775 2158
Passcode – 537456

Date: Tuesday 24th October 2023
Time: 10:00 – 11:30am
Location: Zoom

Following the recent industry changes and the effects on advisers post consumer duty, our protection proposition is always here to help.

Join Jackie Wassall, Corporate Relationship Manager on Tuesday 24th October at 10am as we will be joined by three special guests;

• Antoinette Rizzi, National Account Manager at Vitality
• John Revill, Sales Development Manager at Underwrite Me
• Ashley Dale, Remote Account Manager at HSBC Life.

More details will follow shortly.

TMA Ask the Expert Days are a chance to speak to TMA Partners regarding cases, criteria, USP’s and much more…

We have specialist, packager, and referral partners to talk to who are available on the following days. Get in touch with our Broker Support Team on 0330 303 0236 to book a timeslot for any of the below lenders.

0330 303 0236

With the support of The London Institute of Banking & Finance (LIBF), we will be delivering a training programme to support TMA members gain their CeMap qualifications.

You can study CeMAP online, fitting it around your life and work, with on-demand course work that lets you learn in a way that suits you.
Over three modules, you’ll gain the expertise you need to advise customers on mortgage products. You’ll learn about the regulations that govern the UK mortgage sector as well as the factors that affect customers’ personal financial plans.

• 4th – 7th September
• 9th – 12th October
• 4th – 7th December

REGISTRATION
Spaces will be limited and allocated on a first come, first serve basis. Registration can be completed by contacting us at marketing@tmaclub.com.