Julian Harris Quarterly Meeting

Time and date: 27 January 2016 10.00 AM to 27 January 2016 2.45 PM
Location: Hadlow Manor Hotel, Maidstone Road, Hadlow. Kent. TN11 0JH
Organiser: Julian Harris Networks
Website: Click here

Quarterly Consultants Training Meeting Agenda

Wednesday 27th January 2016
Meeting to be held at:
Hadlow Manor Hotel, Maidstone Road, Hadlow. Kent. TN11 0JH

 Time Subject Presenter
10.00 - 10.45 Saffron for Intermediaries. . Nirver Randhawa

 USP’s – Non Credit Scoring approach, Manual
Underwriting and flexibility, Interest Only,
 Niche Market Products – Self Employed, Contractors,
Professional, Self Builds, BTL (Light Refurbishment), ExPat
Mortgage
 Bespoke Lending for £1m plus business
 New on- line Mortgage Portal
 Registration procedure
 On-line DIPs and application process and communication
channels
10.45 - 11.30 Kensington Mortgage Company. Emma Kelman

Emma Kelman, who has 18 years experience as BDM for
Kensington in the South East, will give an overview of
Kensington’s approach to Lending for Real Life.
Kensington have recently enhanced products and criteria
for Self Employed, Complex Income and Buy to Let
customers as well as those that fail mainstream lender
credit scores.
15 Minute Break
 11.45 -12.30 The Pensions Regulator Jeremy Leslie-Smith

Jeremy is part of the Industry Liaison team at The Pensions
Regulator. In this role he was previously responsible for
engaging with many of the UK's largest employers to help
them understand the new 'automatic enrolment' duties.
Since early 2013, Jeremy’s primary responsibility has been
to oversee the preparation of the financial services industry
for automatic enrolment. This involves engaging with many
of the UK’s financial adviser firms and pension scheme
providers as well as speaking at events for various industry
specialists.
 Continued/-
Before to joining the regulator, Jeremy worked within the
financial services industry for 22 years, both within the tied
insured sector and as a director of his own firm of
independent financial advisers. He has extensive
experience of dealing with companies in both the private
and public sector.
 Lunch
Time Subject Presenter
12.45 – 13.30 Royal London Carl Bradford

The sweeping changes in the Pensions Industry started with
George Osborne's "budget bombshell" and took much of
the pension industry by surprise. Changes have continued
at a faster pace than ever before and in this presentation,
Carl Bradford, Executive Pensions Consultant at Royal
London will consider the effect on retirement savers,
especially high earners, how the State Pension is changing
 and a look at a recent independent research into Pensions
Savings.
13.30 – 14.15 Prudential Paul Rutland
“Paul Rutland of Prudential will give a talk on the unique
way Prudential manage money and how those asset
management skills have helped achieve a smoothed return
for their investment clients through their Prufund range of
funds. He will also demonstrate how the Prufunds can be
suitable for your ISA clients.”


Attendance at these meetings counts towards your CPD.
1. If you have any questions.
2. If you cannot attend all or part of meeting.
3. Wish to suggest extra subjects for discussion.
Please contact Peter Welsh on 07789 446798 or peter@julianharris.net