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Event
- Mortgages & Housing
- Posted: 28 Jul 2025
Annual meet-up for mortgage professionals
25
Sep
2025
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Time: 10:00 - 16:00
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Location: London
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Organised By: BSA Events
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£395 Members/Associates & £495 Non-members
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BSA Events
The 2025 Annual Mortgage Meet-up will be taking place in London on Thursday 25th September.
Exploring some of the biggest issues shaping the future of our industry. From the evolving role of mortgage advice and intermediaries to the rise of AI, support for first-time buyers, property risk, and decarbonisation, this year’s sessions promise fresh insights and lively debate.
The day kicks off with a session navigating the regulatory revolution. You’ll also hear the latest policy and regulatory developments, including reflections from the FCA on their recent discussion paper.
Expect expert panels, fireside chats, and plenty of opportunities to get involved, ask questions, share your views, and learn from a wide range of fantastic speakers.
We’ll round off the day with informal networking drinks, the perfect chance to reconnect with colleagues and exchange ideas in a relaxed setting.
Aimed at:
Heads of lending, credit risk professionals and customer facing mortgage teams.
(Registration closes at 17:00 on Monday, 22 September 2025)
Cancellation policy
"A great engaging event with fantastic speakers and topics. I would recommend it to any contacts
wishing to get an audience with building societies"
"Excellent! Really enjoyed it and very informative"
"One of the best BSA events I've attended and look forward to the next one!"
"Fantastic day, really well organised with some great speakers and very informative presentations"
(Delegate feedback from our 2024 event)
Presentations:
Slides that we've been given permission to share are available below. You must be logged into the members section of the website to view them. Registration for BSA Members and Associates is free by clicking on the 'Register' button at the top of this web page.
Sajedah Karim (PwC) - slides not used for this session
Thomas Francis (FCA) - slides not used for this session
Neal Hudson (ResiAnalysts)
Annie Heaton (Skipton Building Society)
Michelle Robinson (Snugg)
Kate Davies (IMLA), Francesco Di Pietro (Newcastle Building Society) & Jamie Lawless (Lendwell) - panel session
Julian Wells/Epi Pearce (Nationwide) & Laura Magezi (BSA)
| 09:30 |
Registration, refreshments and networking |
| 10:00 |
Welcome and introductionPaul Broadhead, Head of Mortgage & Housing Policy, BSA |
| 10:05 |
The regulatory revolution, keeping pace with a changing landscapeSajedah Karim, Partner, PwC There is an incredible amount of regulatory change on the horizon to support the Government’s growth agenda. This session will set the scene for the day and help firms to navigate this regulatory revolution and be prepared for future opportunities. |
| 10:50 |
The Mortgage Rule Review and the Regulatory AgendaThomas Francis, Mortgage Policy Manager, FCA Hear from the FCA hot on the heels of the deadline for the Mortgage Rule Review Discussion Paper. Thomas will share key insights from the recent discussion paper, the implementation of Policy Statement 25/11 and what to expect next from the FCA Strategy. There will also be an opportunity for Q&A. |
| 11:30 |
Refreshment break and networking |
| 11:45 |
The changing needs of first-time buyers, is homeownership a dream for many?Neal Hudson, Market Analyst & Commentator, ResiAnalysts |
| 12:30 |
The retrofit challenge - supporting homeowners to save money and reduce energy useAnnie Heaton, Group Sustainable Homes Senior Lead, Skipton Building SocietyMichelle Robinson, Head of Business Development, Snugg This session will explore the journey to decarbonising homes including existing challenges and what lessons we are learning along the way. We will hear the challenges one building society experienced in undertaking a full home retrofit and what they learned along the way. |
| 13:10 |
Networking lunch |
| 14:10 |
The future of mortgage advice, the human touch and will AI support brokers and lenders?Kate Davies, Executive Director, The Intermediary Mortgage Lenders Association (IMLA)Francesco Di Pietro, Head of Intermediary Mortgages, Newcastle Building Society Jamie Lawless, Co-Founder & CEO, LendWell What is the future of mortgage advice? Join a lively panel discussion on the future of mortgage advice and the evolving role of intermediaries. The session will consider the impact of the FCA decision to remove the advice trigger and whether AI will replace or support mortgage brokers. |
| 15:10 |
Property risk: insights and emerging challengesJulian Wells, Senior Risk Manager, Nationwide This session will explore key emerging challenges within the property landscape and their impact on lending decisions and long-term asset values. Attendees will gain insight into how these factors influence risk assessments and portfolio resilience in an increasingly complex market. |
| 15:50 |
Summary |
| 16:00 |
Networking drinks, sponsored by LendWellWrap up the day with informal drinks and networking, a great chance to relax, reconnect with peers, and continue the conversation. |
| 17:00 |
Close of event(* Programme subject to change) |
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Paul Broadhead
Head of Mortgage & Housing Policy, BSA
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Sajedah Karim
Partner, PwC
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Thomas Francis
Mortgage Policy Manager, FCA
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Neal Hudson
Market Analyst & Commentator, ResiAnalysts
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Annie Heaton
Group Sustainable Homes Senior Lead, Skipton Building Society
.png?width=340&height=460&ext=.png)
Michelle Robinson
Head of Business Development, Snugg
.png?width=340&height=460&ext=.png)
Kate Davies
Executive Director, IMLA
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Francesco Di Pietro
Head of Intermediary Mortgages, Newcastle Building Society
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Jamie Lawless
Co-Founder & CEO, LendWell
Julian Wells
Senior Risk Manager, Nationwide
Epi Pearce
Risk Manager (Property Risk), Nationwide
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Laura Magezi
Mortgage Policy Manager, BSA
Event Summary
- Thursday, 25 September 2025
- 10:00 - 16:00
- events@bsa.org.uk
- Woburn House Conference Centre, London WC1
- £395 Members/Associates & £495 Non-members
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