The Right Mortgage & Protection Network (TRM) has today (11th November 2026) announced details of its forthcoming Business Leaders’ Risk Forum taking place on the 19th November at NatWest’s offices in Birmingham, co-hosted with NatWest and sponsored by The Source.
The invite-only event will bring together business owners, senior leaders and industry experts to examine the risks and opportunities facing mortgage and protection advice firms, with a focus on helping all build stronger, more sustainable businesses and plan for future growth.
Building on TRM's ongoing work to support the development of its member firms, the Forum will look beyond regulatory and compliance requirements to consider the wider commercial, operational and economic issues which can affect the success of an advice business.
The programme will feature presentations and panel discussions involving senior figures from financial services, technology and business development, offering delegates practical guidance on managing risk, improving business performance and identifying opportunities for growth.
Ben Allen, Managing Director of The Right Mortgage & Protection Network, will open the Forum, followed by a market overview from Stuti Saksena, Vice President at NatWest Group, who will examine the wider economic environment and its implications for businesses.
Justin Basini, CEO of ClearScore, will take part in a panel discussion on building a successful business, while Justus Brown, Managing Director of Score (formerly Acre), will also contribute on the same subject.
Other sessions will examine the role of search engine optimisation (SEO) in helping firms develop their businesses, with contributions from Paresh Parma and John Anderson from SEO Results, alongside a discussion on business risks and building sustainable operations involving Gavin Judd, Head of Business Development at The Source.
Junior Beaman, Accelerator Manager and Executive Coach at NatWest, will provide guidance on business accelerator planning, while Bobby Ivanov, Managing Director of GP Computers, will address the IT risks facing businesses and the steps firms can take to protect themselves.
The Forum will also provide an opportunity for business owners to consider how they can strengthen their operations, learn from the experiences of other leaders and make informed decisions about the future direction of their firms.
Ben Allen, Managing Director of The Right Mortgage & Protection Network, commented:
“Running a successful mortgage and protection advice business involves far more than generating new business and delivering good outcomes for clients, important though both of those things clearly are. Firm owners are also responsible for managing a wide range of risks, making decisions about investment and growth, and ensuring their businesses are in a strong position to deal with whatever the market might bring.
“Our Business Leaders Risk Forum is designed to help them do exactly that, bringing together people with considerable experience of building businesses, managing risk and identifying opportunities, and providing our member firms with access to knowledge and expertise which can make a real difference to the way they operate.
“We are particularly pleased to be working with NatWest who are not just co-hosting but also sponsoring, along with The Source, helping us deliver such a strong range of speakers for those attending. The subjects being covered reflect many of the issues we know business owners are thinking about, from the economic outlook and the use of technology through to business planning, marketing and protecting their operations.
“As a network, we believe our role extends well beyond providing regulatory oversight, lender access and day-to-day support. We want to help our member firms become stronger businesses, whether that means supporting their growth ambitions, helping them manage potential threats or simply giving them greater confidence in the decisions they make.
“Our market is in a constant state of change and flux, and firms having to consider both the challenges and opportunities which lie ahead; we believe this Forum will provide valuable insight and practical ideas which delegates can take back and apply within their own businesses.”
