Join Andy Walton as he discusses all things Protection!

What is it?

How do we achieve it?

How do we demonstrate it?

How do we get customers to buy into it?

In the UK, approximately 28% of remortgage searches in Q1 2024 were conducted by individuals aged over 50. This demographic of customers now need to borrow more money, for longer periods, later into their lifetime. How do you attract and deal with these customers and do you have the knowledge and skill in your business to look after them properly. Steve Humphries talks to some of the lenders in this sector to give you some insights into what you can do to help.

The Aviva protection proposition, service, customer focus and claims results align well to this purpose and provides customers with individual financial security for their tomorrow.

But, their wider tomorrow remains uncertain, as it does for us all.

Climate change, sustainability, supporting vulnerable communities, and the cost of living challenges are all real issues of our time. Join David Schofield, Aviva's Sustainability Director, to discover how Aviva are playing their role in addressing these issues and how your support helps them do that.

Our legacy will be the tomorrow we prepare for ourselves, our family, our friends, our customers. This session will show that Aviva are well on the journey to creating it.

A customer portal can be a game-changer for both businesses and their customers. Here are some key reasons why having a customer portal is beneficial:

Enhanced Customer Satisfaction: Customers prefer self-service options for quick and simple tasks.

Increased Efficiency: By providing a centralised hub for customer interactions, businesses can reduce the workload on their support teams.

Cost Savings: With fewer support requests to handle, businesses can lower their operational costs.

Improved Customer Engagement: A well-designed portal can offer personalised experiences, such as tailored recommendations and updates.

Actionable Insights: A customer portal will provide valuable data on customer behaviour and preferences.

24/7 Accessibility: A customer can access the portal at anytime from anywhere.

Self-service customer portals not only improve the customer experience but can help boost customer retention and brand loyalty and lower operational costs.

Attend this seminar to gain a competitive edge and explore how MAB Resilient Homes can boost your value to clients and generate new revenue. By offering access to energy-efficient upgrades—such as heating solutions, solar panels, and insulation—you'll help clients cut energy bills, protect property values, and potentially improve their borrowing power. It’s a win-win-win: happier clients, added income, and a greener environment.

With retrofitting demand growing rapidly due to rising energy costs, government incentives, and eco-consciousness, you’ll learn more about MAB’s brand new proposition: Resilient Homes. Discover how to support customers in unlocking long-term savings, take advantage of green incentives, and create more sustainable homes. MAB and Effective Energy Group will support you with training, resources, and marketing to seamlessly integrate retrofit advice into your services—perfect timing as the UK accelerates its decarbonisation goals.

Steve Humphries, Proposition Director, Mortgages will interview Gareth Herbert, Distribution Director and Rob Gent, National Sales Director at MAB, in a Q&A session to understand the key challenges and focuses that advisers and businesses face in the current mortgage climate.