Headlinemoney Masterclass Agenda, May 2025

Headlinemoney Masterclass Agenda, May 2025
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Headlinemoney Masterclass
Thursday 1 May 2025
America Square Conference Centre, London EC3
Book your place now!

Agenda
08:45 - 09.15

 Registration & Breakfast buffet


09:15 – 09:20


Welcome & introduction
Claire Beard, Head of Content & Strategy, Headlinemoney
 

Session 1
09:20 – 10:20

Retirement Savings and Financial Advice in the UK
Speaker: Warren Bright, Head of Retail Intermediary and Private Client Distribution at Standard Life 

An overview of retirement saving options and the role of financial advice.


Session 2
10:20 – 11:20


Understanding retail investment distribution channels
Speaker: Callum Lawson-Gallagher, Associate Analyst, Platforum

An overview of personal investing markets served by wealth managers, financial advisers and digital services. The presentation will provide a high-level overview of the market today in term of its size, structure and key trends across intermediated and direct-to-consumer distribution channels.

11:20 – 11:40

Morning Break


Session 3
11:40 - 12:40


Lifting the lid on the world of credit scores
Speaker: John Webb, Senior Consumer Affairs Manager, Experian

An overview of credit reports and scores. What really matters, what lenders see, how to apply for credit and how to build a great credit score.

12:40 – 13:40

Lunch Break


Session 4
13:40 – 14:40


Behind the scenes of mortgage pricing
Speaker: Chris Hill, Head of Sales – Accord Mortgages

An overview of mortgage pricing, the market, the economic landscape, what this means for brokers and borrowers, and a discussion on shifts in the mortgage landscape driven by borrower need.


14:40 - 14:45


Closing remarks
Headlinemoney

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