News and moves
05
Trigold Roadshow dates
Moves
Trigold has unveiled the 2009 dates and locations for its nationwide
intermediary Business Academy Road Shows. These free road shows
have been designed to equip advisers with the vital skills, knowledge
New ABI board members will help enhance
and tools required to excel in the modern advisory market.
customer experiences
The following 19 dates have been confirmed with more expected to
The ABI has announced that Dane Douetil, CEO of Brit Insurance,
be added at a later date.
and Trevor Matthews, CEO of Friends Provident, have been
11 Mar Plymouth 21 Jul Coventry
appointed to the Board of the Association.
24 Mar Newport 8 Sep Belfast
Commenting, Archie Kane, ABI Chairman and Group Executive
14 Apr Southampton 22 Sep Manchester
Director of Insurance, Lloyds Banking Group, said: "The ABI works
28 Apr Stock [Essex] 12 Oct Chatham
to represent all areas of the UK insurance industry, so I am pleased
12 May Cumbernauld 27 Oct Birmingham that Dane Douetil, as CEO of a major insurer with a significant
[Glasgow] 10 Nov Heathrow wholesale business, has agreed to join the Board. His presence
19 May Brighton 17 Nov Bath ensures that this important part of the industry has a voice at the
09 Jun Harrow 24 Nov Exeter highest level of the ABI.
16 Jun Basingstoke 08 Dec Croydon
"Trevor Matthews has made a significant contribution to the ABI
23 Jun Nottingham
throughout his career in the life and pensions industry, and his
9 March 2009
appointment to the Board reflects his deep commitment to, and
expertise in, that industry.”
1st annual responsible lending conference
Beardshaw & Amaira join Countrywide
Countrywide plc has appointed two new corporate account
"Responsible lending" is a popular phrase with the media and regula-
managers to complete their corporate business team.
tors. And responsibility is inherent to sound, profitable lending deci-
Richard Beardshaw and Cammy Amaira join Countrywide, following
sions. But what steps can you take to achieve it? And, just as
importantly in the current operating environment, what information
the creation of the new team and appointment of Guy Batchelor as
do you need to assess and demonstrate that your past and current
corporate business director in October 2008.
lending is responsible? This CML conference is designed to give you a
Richard and Cammy complete the team of four corporate account
practical guide. It will help you to pinpoint the key regulatory consid-
managers, which include Kharla Mullen & Sally Young, to manage
erations, as well as to hear expert views from both outside and inside
the relationships of all Countrywide’s corporate customers
the lending industry to help you achieve and demonstrate responsibili-
nationally. The team’s primarily is to manage the sales and
ty in your own organisation.
marketing functions for the Countrywide Group by promoting its
The day will be chaired by journalist, and Ex-Chairman, Financial
asset management, auctions, conveyancing, LPA receivership,
Services Consumer Panel, John Howard.
valuation and surveying services to corporate customers and
Cost: lenders.
£365 for members (VAT exempt) Kharla and Richard will manage corporate accounts in the South
£465 for non-members (VAT exempt) of England and Wales, while Sally and Cammy will manage the
Location: London venue to be confirmed Northern region, including Scotland and Northern Ireland
Time: 9.30am-4.30pm
12 March 2009
AMI appoints Patrick Bunton as Joint Deputy
Chairman
Birmingham anti-money laundering conference
The Association of Mortgage Intermediaries (AMI) has announced
that Patrick Bunton will take up the role of Joint Deputy Chairman of
AMI with immediate effect.
AMI Members in the Birmingham area are invited to a free one day
Patrick will support Deputy Chairman Stephen Smith of Legal &
conference to learn how to safeguard themselves against serious organ-
General Partnership and Independent Chairman The Rt. Hon John
ised crime and money laundering.
Gummer MP.
The event, run by ‘Payback’ and hosted by the UK Financial
Intelligence Unit (UKFIU) is aimed at small and medium sized busi-
Patrick's appointment was approved unanimously. He replaces
nesses in the Birmingham and the Midlands area that are covered by
Rob Clifford formerly of Mortgageforce. Patrick joined London and
the Money Laundering Regulations (MLRs).
Country (L&C) in 1993. He is Operations and Compliance Director
The aim of the conference is to make businesses more aware of their
at L&C, which is the largest directly authorised residential mortgage
role in identifying any suspicious activity taking place during their
broker in the UK. Patrick has also been a Director of AMI since 2007.
day-to-day work, thereby making a difference in reducing the harm
The Rt. Hon John Gummer MP, Independent Chairman of AMI,
caused to communities by serious organised crime and also in protect-
said: "We are delighted that Patrick has accepted the role of Deputy
ing their business.
Chairman on the AMI Board. Pat has always been a valuable
Time: 9.30am to 4.30pm
member of the board and he brings a wealth of experience. I
Venue: National Motorcycle Museum, Coventry Road, Bickenhill, warmly welcome him into his new role for what is certain to be the
Solihull, West, Midlands, B92 0EJ most demanding year the mortgage intermediary community has
If you would like to attend, please send your details to faced to date. I would like to take this opportunity to thank Rob
fiudialogue@soca.x.gsi.gov.uk Clifford for his outstanding contributions to AMI and wish him every
indicating ‘Payback Conference Registration – Birmingham’
success in the future."
www.mortgageintroducer.com March 2009 Mortgage Introducer
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