H OUSING FINANCE e and Exhibition 2015 - Amazon...

NATIONAL HOUSING FEDERATION

What you can do for the housing crisis

HOUSING

Conference and Exhibition 2015

University of Warwick, 18-19 March

FINANCE

No1HOUSING FINANCE

EVENT

THE

Sponsored by

#NHFFinance @natfedevents

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#NHFFinance | @natfedevents

Visit M3

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appraises and managescomplex housing

developments

pamwinplusM3controls housing maintenance

costs and quality

www.m3h.co.uk 020 8274 4000 [email protected]

03

What you can do for the housing crisis

Welcome to the National Housing Federation’s Housing Finance Conference and Exhibition 2015. We are delighted to welcome you to the University of Warwick where for the next two days you will have access to a vast amount of content and will meet with over 1,100 housing finance professionals.

Don’t forget to download the event app by searching for ‘NHF Finance’. You’ll be able to download speakers presentations, interact with each other and tweet to the world about what you’re discovering using #NHFFinance.

We also invite you to take part in our online delegate survey, details can be found throughout this guide and you’ll be sent a reminder after the event.

If you have any questions or would like to discuss your ideas for future sessions or conferences, please feel free to contact a member of the Federation team wearing pink lanyards as we would love to hear your feedback and suggestions.

Finally, I would like to extend a warm thank you to our sponsors, exhibitors, speakers and chairs for their support and participation in the event.

Emma HarrisonConference Manager

“ESSENTIAL FOR FINANCE TEAMS IN THE SECTOR.” Worcester Community Housing


Thanks to our sponsors:

For information about sponsorship or exhibiting next year please contact Julian Hurst at Foremarke Exhibitions on 020 8877 8899 or [email protected]

CoNTENTS4 Survival guide – map,

download app and Wi-Fi

5 Conference sponsors

6 Programme at a glance

7 Exhibitor workshop programme

8 Exhibitor list and floorplan

12 Day one conference programme

16 Day two conference programme

20 Speaker profiles

27 Exhibitor profiles

42 Exhibition product and service index

45 What else you need to know

EVENT APP

DELEGATE PACKS, WRITING PADS AND PENS

CONFERENCE DINNER

REGISTRATION AND REFRESHMENTS

MEDIA SUPPORT

EVENT GUIDE

CONFERENCE DRINKS RECEPTION

04 www.housing.org.uk/finance #NHFFinance | @natfedevents

CATCH THE TRAIN STATION SHUTTLE BUSWe are offering a complimentary shuttle bus service to Coventry train station. If you would like to catch the bus, please go to Senate House (next to the Arts Centre) where the bus will be running on rotation on Thursday between 15:30 to 16:15.

BuS SToP

CONNECT TO WI-FILog onto your device and go to your web browser, connecting to Warwick Guest. Click ‘Attending a conference’ and fill in your details including a valid mobile phone number, to which your generated guest login will be sent. Please ask any Federation or Warwick member of staff if you have any questions. You will be able to connect three devices.

LISTEN TO THE SESSIONS YOU MISSEDWhen you see the R symbol displayed next to the session’s overview it means the session is being audio recorded and you will be able to access it after the event. You will be emailed after the event with details of how you can listen to them and access all conference presentations. Please note some recorded sessions may not be made available for reasons beyond the control of the Federation.

• View the full programme and your personalised schedule

• Connect with other attendees by sharing messages

• View speaker presentations

• See who’s exhibiting and find them using the interactive floor plan

MAxIMISE YOUR TIME AT THE EvENT WITH THE OFFICIAL NETWORkING pLATFORM AND CONFERENCE App.

SEARCH FOR ‘NHFFINANCE’ IN THE App STORE OR GOOGLE pLAY.

doWNLoAd THE APP Sponsored by Aareon

AC-BH Arts Centre Butterworth Hall

AC-T Arts Centre Theatre

AC-WS Arts Centre Woods Scawen Room

AC-S Arts Centre Studio

AC-C Arts Centre Cinema

SS Social Sciences

P Panorama Suites in Rootes Building

LR Library Rooms

Conference map

HOUSING

Conference and Exhibition 2015

University of Warwick, 18-19 March

FINANCE

Sponsored by:

05#NHFFinance | @natfedevents

Joint overall sponsors of the conference and exhibition

One Canada Square, Canary Wharf, London E14 5FA

Contact Roshana Arasaratnam Tel 020 7772 5302 email [email protected] web www.moodys.com

Blending the reach of our global resources with our local expertise, Moody’s Sub-Sovereign group monitors and rates 50 entities in the United Kingdom, including 41 English housing associations. We provide independent assessments of credit risk based on globally consistent, transparent methodologies that are valued by governments and investors alike. We also publish research on the sector throughout the year to provide clarity and insight for investors and issuers.

Moody’s is the market leader for the UK housing association sector with 41 public ratings. Our rated universe includes a wide range of organisations, from large social housing providers operating nationwide to relatively small HAs with operations limited to one local authority.

The benefits of a Moody’s rating include wider access to capital through an expanded pool of institutional investors and improved transparency for investors as a result of issuers’ willingness to have their creditworthiness benchmarked against their rated peers.

280 Bishopsgate, London EC2M 4RB

Contact Clive Barnett Tel 020 7672 3471 email [email protected] web www.rbs.co.uk/corporate.ashx

At RBS our aim is simple: to support our clients to achieve their strategic objectives.

Our housing association clients benefit from our specialist expertise meaning our relationship managers understand the challenges within the sector, enabling them to give the guidance and tools needed to help navigate challenging times.


Programme at a glanceWEDNESDAY 18 MARCH08:30 Conference registration AC09:00 – 09:45 NEW Early briefing: Hear the Regulator’s views on value for money P1&209:15 Refreshments and exhibition opens

10:00 Conference icebreaker – come and say hello to the team Exhibition

10:45 keynote: What are the odds? AC-BH

11:30 Exhibition viewing and refreshments

12:10 Breakout sessions B1: Global Accounts and the sector’s risk profile 2014 AC-WS B2: Higher asset values: A key to unlocking capacity? AC-T B3: Fraudulent times – what can the sector learn? AC-C B4: Update on employment taxes SS20 B5: Share costs and save SS19 B6: Building a business case for retrofit SS11 B7: Baffled by social housing finance? We’re here to help AC-S B8: Send three and fourpence we’re going to a dance – is that how your messages are heard? SS21

13:00 Lunch and exhibition viewing

14:20 Sub plenary sessions S1: Housing SORP – knee deep in the transition? AC-BH S2: Universal Credit and the future of welfare reform AC-WS S3: Fancy nil grant, low loan social housing? AC-C

15:10 Comfort break 15:20 Sub plenary sessions S4: Ambition Possible AC-WS S5: Regulation: Lessons learned AC-BH S6: Investors panel – get your questions answered AC-C 16:10 Exhibition viewing and refreshments 16:55 Breakout sessions B9: SHPS valuation and other current pension issues SS21 B10: Address CCL requirements and money laundering risks SS11 B11: Funding for mid-sized and smaller housing associations AC-WS B12: How to approach value for money AC-T B13: Tax consequences of diversification and new forms of funding AC-S B14: Accessing NHS estates for new housing supply SS18 B15: Excellence in governance SS20 B16: Up in the cloud – IT solutions SS19

17:45 Exhibition viewing, refreshments and free time

18:30 Conference dinner (Tickets required for dinner) Rootes Building20:45 Conference drinks reception Exhibition23:00 Conference party Terrace Bar

THURSDAY 19 MARCH08:00 Deloitte breakfast budget briefing P1&208:00 NEW Hear the Regulator’s views on value for money P309:00 Conference registration and exhibition viewing

09:30 keynote: Housing and the economy – an insider’s view AC-BH

10:20 Exhibition viewing and refreshments

11:05 Breakout sessions B17: Safeguarding your business – regulatory changes AC-T B18: Private Rented Sector – the land of honey? AC-C B19: Releasing value and cash doesn’t have to be taxing SS20 B20: Securitisation made simple SS21 B21: Making the case for capital investment CANCELLEd B22: Utilising strategic assurance SS19 B23: Back to the future: Analysing spend to deliver savings AC-S B24: Powerful persuasive presenting AC-WS

12:05 Lunch and exhibition viewing 12:30 Clearer Pensions launch 13:20 Breakout sessions B25: The growing importance of bond finance to the sector AC-WS B26: Review your service charges approach AC-C B27: Mergers – what is success and why do some fail? SS21 B28: Exploring the upside of risk management – looking to the future LR2 B29: 2013 accounts to be SORPedoed AC-BH B30: Mirror, mirror on the wall, who’s the most efficient of them all? AC-S B31: Diversification – non-housing contracts SS20 B32: Building compelling relationships SS19

14:10 Final exhibition viewing and refreshments with prize announcements

14:50 keynote: politics and housing – the future AC-BH

15:00 Exhibition close

15:40 Conference close

FULL

FULL

SEE mAP oN PAgE 4 foR LoCATioNS:AC-BH Arts Centre Butterworth HallAC-T Arts Centre TheatreAC-WS Arts Centre Woods Scawen RoomAC-S Arts Centre StudioAC-C Arts Centre CinemaSS Social SciencesP Panorama Suites in Rootes BuildingLR Library Rooms

Refreshments served all day in the exhibition.

FULLFULL

FULL

Exhibitor workshop programme


WEDNESDAY 18 MARCHLIBRARY ROOM 1

12:20 – 13:00 AspreyBIBusiness Intelligence for unified understanding of Asset valuesUse Business Intelligence tools for organisation-wide understanding of asset values (financial and strategic) plus a holistic picture of what drives them at asset level.

In addition, add and access any asset related data in your systems at scheme, business stream or any other level instantly with a simple, comprehensive data model.

Ian Ellis, Management Consultant, AspreyBI

14:30 – 15:10 Trade RisksCoping with low inflation“What to do when a borrower’s best friend goes away?”

The session will consider the impact of a low/no inflationary environment on housing association finances and funding. Measures to mitigate, and to trade with those who face an opposite risk will be described.

Elizabeth Snape, Director of Social Housing, TradeRisks LtdAlex pilato, Chief Executive, TradeRisks LtdChair: pete Redman, Managing Director Policy and Research, TradeRisks Ltd

15:30 – 16:10 professional AdvantageHow to meet the challenge of achieving operational excellence within the social housing sector with xMpro iBOSRegulatory and compliance requirements and complex projects, make it increasingly difficult to assist managers to understand business events, analyse the impact and make effective decisions. Process improvement can have a direct effect on results in areas such as improved tenant relationship management, contractor interactions, maintenance processes, tender negotiation and development projects.

Andrew parsons, Country Manager, xMpro & professional Advantage Uk

17:05 – 17:45 Opus Information Technology LimitedService Charges – No more spreadsheets!A presentation and example of how a service charge system has helped revolutionise the way service charge budgets and statements are prepared and provided to residents. Mark Cole, a former Deputy FD of a medium sized RP will discuss how the Ensemble system has dramatically improved the service charge process.

Heidi Waites, Managing Director, Opus Information Technology Limited Mark Cole, Senior Consultant, Opus Information Technology Limited

Asprey LIBRARY ROOM 2

15:30 – 16:10 3C ConsultantsEasy Funding Solutions For Social Return on Investment projectsThere are actually numerous sources of funding for projects that can create Social Return on Investment, but it is a complex process that requires time, resource and know-how. This seminar will explain how it can be successfully achieved and how projects halted due to a lack of funding can be delivered.

Colin Sales, Managing Director, 3C Consultants

Mark Walker, Managing Partner, Oaks Consultancy

THURSDAY 19 MARCHLIBRARY ROOM 1

11:15 – 11:55 My Home FinanceAffordable Lending Works!The Federation’s affordable credit business, My Home Finance (MHF) is in its fifth year of operation. Working with Housing Associations across the country this social enterprise has made almost 20,000 loans, with its customers saving an estimated £3.5 million. Find out from Guinness Partnerships and MHF how tenants and residents have benefitted, making loan shark borrowing and damaging credit spirals a thing of the past.

Tess pendle, Chief Executive, My Home Finance paul Roberts, Executive Director of Property Services, The Guinness partnership


Exhibitor list108 3C Consultants

47 4 Eyes Ltd

77 Aareon UK - SpONSOR

24 Allen Lane Interim & Permanent Recruitment

150 allpay

57 Ark Housing Consultancy

131 Arthur J. Gallagher Housing Ltd - SpONSOR

94 AspreyBI (Asprey Management Solutions Ltd.)

59 Baker Tilly

226 Banking Automaton Ltd

211 Banner Managed Communications

125 BDO LLP

73 Beever and Struthers

50 Biscon Planning Ltd

48 Boardpad

129 Brixx Solutions Ltd

118 Bruton Knowles

64 BWNL

93 Canaccord Genuity

18 Capita

86 Capita Integrated Business Solutions

132 Castle Computer Services

92 Castleton

97 CFMS -Corporate Financial Management Systems

45 Charity Bank

39 Civica UK Ltd

29 Clarke Willmott LLP

42 Commercial Initiatives Ltd

65 Compliant Procurement Solutions

210 Crawford & Company

70 Crowe Clark Whitehill

218 Deeplake Ltd

74 Deloitte LLP

56 DEXIA Management Services

109 Finalysis UK Ltd

14 First Actuarial LLP

100 FISCAL Technologies

126 Fitch Ratings

95 GBSH

111 Grant Thornton UK LLP

21 Hays

128 HouseMark

84 Housing Partners Ltd

32 Hymans Robertson

140 Infor & Professional Advantage

44 InforData Consulting

104 Inside Housing

137 Intrinsic

101 Invu Services Ltd

107 JC Rathbone Associates (JCRA)

120 JLL

5 KPMG LLP

127 Kypera Ltd

54 LAKE Financial Systems

79 Lloyds Bank

102 M&G Investments

35 M3 - SpONSOR

123 Marsh

10 Mazars LLP

1 Michael Page (part of Page Group)

34 Moody’s Investors Service - SpONSOR

219 My Home Finance

41 National Housing Federation

40 National Housing Federation Insurance Services

37 Nationwide Building Society

147 OfficeTeam Ltd

110 Opus Information Technology Ltd

135 Orchard - SpONSOR

121 Payden & Rygel

216 Places for People

113 PricewaterhouseCoopers LLP

128 Procurement for Housing

27 Rainmaker Energy

105 Real Asset Management

60 Robertson Bell

83 Royal Bank of Scotland - SpONSOR

30 Royal London Asset Management

154 RP Assure - SpONSOR

201 Salmon Software Ltd

115 Santander Corporate and Commercial Bank

229 Sapphire Systems

88 Savills

63 Service Matters

145 Shelton Development Services Ltd

8 Smith & Williamson

66 Standard & Poor’s Rating Services

130 The Monarch Partnership

124 This Housing (Thistle Insurance Services Ltd)

11 TradeRisks Ltd

75 Triodos Bank

58 Trowers & Hamlins LLP

142 Vantage Business Solutions

136 visualmetrics

234 Voice Connect Ltd

9 XLPrint Europe

96 Zurich Municipal


Floorplan

EMERGENCYEXIT

SEATING & COFFEE POINT (A)

SEATING & COFFEE POINT (B)

FOYER

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DELEGATE PACK COLLECTION POINT

STO

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ORGANISER’SOFFICE

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4142

EMERGENCYEXIT

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This exhibition floorplan is subject to change at the discretion of the exhibition organiser.

BUSINESS SAVINGS

Make your business savings work as hard as you do

Nationwide Building Society is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 106078. You can confi rm our registration on the FCA’s website www.fca.org.uk or by contacting the FCA on 0800 111 6768. Nationwide’s head offi ce is at Nationwide House, Pipers Way, Swindon SN38 1NW.

Nationwide have been helping customers make the most of their personal savings for more than 160 years. And we could help you make the most of your business savings too.

We offer a range of accounts, from instant access to fi xed rate, with competitive rates that pay up to twice the amount of interest offered by some high street banks.

And as well as our range of Business Savings accounts, we also offer lending solutions and commercial buildings insurance, provided by Jelf Insurance Partnership.

Visit our website to fi nd out how we could help your business to get ahead.

Call 0800 66 55 11

Visit nationwidecommercial.co.uk

90254 Commercial Advertorial AW MP.indd 1 25/11/2014 11:54


Conference programme

TUESDAY 17 MARCH15:00 – 17:00 Conference registration opens Arts Centre Registration sponsored by

18:00 Housing Association National Accountancy Awards (HANA Awards) This glittering awards ceremony the night before the

conference celebrated the achievements of the most innovative and progressive finance teams and individuals. See page 11 for the winners.

B1: Global Accounts and the sector’s risk profile 2014 AC-WS• Find out the results of the Social Housing Regulator’s 2014 Global Accounts• Consider the sustainability of the sector’s financial performance in an increasingly risky operating environment

Mick Warner, Deputy Director Regulatory Operations, HCA Chair: Sarah Smith, Executive Director Finance and Resources, AmicusHorizon

B2: Higher asset values: A key to unlocking capacity? AC-TFind out the contribution asset valuation could make to releasing financial capacity in the sector for borrowers, and what challenges this could present for them and valuers. Focusing on the implications of FRS 102 and the new Housing SORP, discuss how the valuation debate should be reflected in the financial statements.

Richard petty, Lead Director, Affordable Housing, Jones Lang LaSalleJonathan Dwyer, Senior Consultant, Associate, David Tolson Partnershipphil Cliftlands, Partner, Not For Profit Assurance, BDO Chair: Rob Griffiths, Chief Financial Officer, Longhurst Group

B3: Fraudulent times – what can the sector learn? AC-C• Examine common frauds associations find themselves exposed to • Find out what can be done to prevent fraud and which weaknesses to look out for

Lee Cartwright, Partner and Stephen Lewis, Partner, Forensic and Investigation Services, Mazars Chair: Carolyn Halpin, Assurance and Risk Manager, Thirteen Group

B4: Update on employment taxes SS20• Employee HMRC hot topics for the sector around compliance including board member status and expenses.• Run through the options in relation to employee benefits, including tax and NIC efficient benefit provision and the potential pitfalls.

David Williams Richardson, Director, Deloitte Chair: Steve Hallowell, Director of Corporate Financial Services, Home Group

B5: Share costs and save SS19Take advantage of HMRC cost sharing legislation to reduce costs.• Ensure compliance with HMRC guidelines, understand the Teckal exemption and examine how to develop the partnership

Grant Shipley, Strategic Consultant, ValueworksAndy Howarth, Executive Director of Finance, Fortis Living Chair: John Morrison, Service Director, Finance, Wakefield and District Housing

B6: Building a business case for retrofit SS11It’s necessary to look at our existing homes and neighbourhoods to ensure they provide good quality living environments for residents. Is there a clear case for retrofitting homes? Learn what steps you should take to build a business case.

Ian Hutchcroft, Head of Local Delivery, Energy Saving TrustJohn Stapleton, Head of External Affairs, Sustainable Homes Chair: Julie Layton, Director of Resources and Deputy Chief Executive, Advance Housing & Support

12:10 BREAKOUT SESSIONS

BEAT THE RuSH

What are the odds? AC-BHA professional poker player in Las Vegas, hear Caspar’s unique insight into the difference between a calculated risk and a gamble, how to balance short and long-term goals and how to make the most of opportunities.

Caspar Berry, Professional Poker PlayerChair: kathleen kelly, Assistant Director of Policy and Research, National Housing Federation

10:45 KEYNOTE

>>

WEDNESDAY 18 MARCH08:30 Conference registration Arts Centre

09:00 - 09:45 NEW Early briefing: Hear the Regulator’s views on value for money P1&2 Rootes Building This session will be repeated at 09:00 on Thursday. Attend to hear the regulator’s approach to VfM, how the sector has responded to latest regulatory judgements and key messages for the next round of assessments. Jonathan Walters, Deputy Director, Strategy and Performance, Homes and Communities Agency (HCA)

09:15 Refreshments and exhibition opens ExhibitionRefreshments sponsored by

10:00 Conference icebreaker for finance newcomers and board members Exhibition – fed stand 41 Join us at the Federation’s stand to meet the team as

well as others looking to make new connections at the conference.

11:30 Exhibition viewing and refreshments Exhibition Refreshments sponsored by


13:00 Lunch and exhibition viewing Rootes Restaurant and Exhibition

S1: Housing SORp – knee deep in the transition? AC-BH With Housing SORP now published, get a sanity check of where you should be in the transition to FRS 102. Find out about the main changes, how to make the transition and compliance.

Faye Gordon, Senior Manager, PricewaterhouseCoopers phil Cliftlands, Partner, Not For Profit Assurance, BDO Active chair: Jack Stephen, Finance Director and Deputy Chief Executive, Thames Valley Housing Association

S2: Universal Credit and the future of welfare reform AC-WS How should housing associations react to the wide scale roll out of Universal Credit? Take stock of the impact of reform so far, and anticipate its future direction for the sector and people on low incomes.

Neil Couling CBE, Director General, Universal Credit Programme, Department for Work and Pensions Louise Swain, Executive Director, Customer Services, Curo Chair: Carol Matthews, Chief Executive, Riverside

S3: Fancy nil grant, low loan social housing? AC-C The US Low Income Housing Tax Credit (LIHTC) system has supported the development of 2.5 million affordable homes since 1986. It offers grant-free, unsecured lending to fund affordable housing and allows tax credits covering 50 - 60% of development cost. Homes are built to a higher standard, with lower rents and are less debt hungry. Can this system work in the UK?

vic O’Brien, Development Director, GreenSquare Group Martin Rowley, US Corporate Tax Services Partner, Deloitte Chair: Clarissa Corbisiero, Head of Policy, National Housing Federation

B9: SHpS valuation and other current pension issues SS21• Social Housing Pension Scheme (SHPS) valuation • The pressures on pension costs in both cash and accounting terms

Steve Simkins, Director, KPMG paul Coward, Trustee Services Manager, The Pensions TrustChair: John Butler, Finance Policy Officer, National Housing Federation


>>

16:10 Exhibition viewing and refreshmentsRefreshments sponsored by

15:20

SUB PLENARY SESSIONS

14:20

SUB PLENARY SESSIONS

B7: Baffled by social housing finance? We’re here to help AC-SThis session will untangle the financial jargon, providing a good base to spring board you into the world of social housing finance.

Anne Turner, Chief Operating Officer, Orbit Group Chair: Steve Danby, Senior Manager, Mazars

B8: Send three and fourpence we’re going to a dance – is that how your messages are heard? SS21 • How we communicate complex financial messages to people who are experts in their own fields • How to explain the financial implications of decisions, such as diversification and FRS 102 • How to adapt your approach to different audiences

Gail Teasdale, Executive Director, Finance and Corporate Services, Accent GroupChair: patrick Symington, Finance, Governance and ICT Director, First Wessex

S4: Ambition possible AC-WS Find out more about the Federation’s bold approach and ambitions for this General Election. Hear about our three key priorities that we think would make the biggest difference to the work associations do. Listen to sector leaders set out how they think they can play the fullest role possible in helping to address the local housing crisis in their area.

Mark Washer, Group Finance Director, Affinity Sutton Michelle Allott, Group Director of Finance, Together Housing Group Active chair: Gill payne, Director of Policy and External Affairs, National Housing Federation

S5: Regulation: Lessons learned AC-BH Following consultation last year, the HCA is about to bring into effect important regulatory changes. This session will examine how associations must show that they fully understand the risks to their business and have plans in hand to manage them.

Jonathan Walters, Deputy Director, Strategy and Performance, HCA Active chair: John Bryant, Regulation Policy Leader, National Housing Federation

S6: Investors panel – get your questions answered AC-C • Risks and return – the investors’ views of the sector • How the capital markets are developing for housing associations • The different ways that you can access capital markets Andrew Dennis, Investment Manager, Aberdeen Asset Management Martin Zdravkov, Assistant Fund Manager, Aviva Investors Al Robinson, Asset and Risk Management, Rothesay Life Howard Webb, Director, Treasury Solutions, Capita Asset Services Roshana Arasaratnam, Vice President, Sub-Sovereign Group, Moody’s Chair: piers Williamson, Chief Executive, The Housing Finance Corporation

AC-BH Arts Centre Butterworth HallAC-T Arts Centre TheatreAC-WS Arts Centre Woods Scawen RoomAC-S Arts Centre StudioAC-C Arts Centre CinemaSS Social Sciences

Room CodES:

15:10 Comfort break - please make your way to sub-plenary sessions

SEE mAP oN PAgE 4 foR LoCATioNS:


18:30

CONFERENCE DINNER MARCUS BRIGSTOCkE Comedian, Actor and Satirist

B10: Address CCL requirements and money laundering risks SS11There are changes in the air for the UK’s anti-money laundering and Consumer Credit Licensing regimes. • Recognise how criminals generate funds through tenancy and benefit fraud • Understand how to move on from Interim Permission and if you need full or limited authorisation for consumer credit activities • Discover activity audits and anticipate what happens once you are authorised

Suzanne Benson, Partner, Trowers and Hamlinskevin Taylor, AML Consultant, QV Forensics GroupChair: Sam Wotton, Finance Policy Officer, National Housing Federation

B11: Funding for mid-sized and smaller housing associations AC-WS• The economic environment and a review of the pros and cons attached to different sources of finance• An assessment of specialised sources of finance available

paul Tyrell, Senior Director, Royal Bank of ScotlandMichael Leslie, Director, JC Rathbone AssociatesCarolyn Sims, Head of Banking, Charity BankChair: penny Foulds, Head of Finance, Vale of Aylesbury Housing Trust

B12: How to approach value for money AC-T• What does the second round of value for money self-assessments look like? • Has the sector improved its approach? Or are many still struggling? • HouseMark report on their analysis of year two in this ‘warts and all’ overview of where the sector is at

Richard Foster, Senior Financial Analyst, HCA Steve Smedley, Associate Consultant, HouseMark Martin Warhurst, Managing Director, Cestria Community Housing Association Chair: Cath purdy, Deputy Chief Executive, Thirteen Group

B13: Tax consequences of diversification and new forms of funding AC-S• Get an overview of the risks and opportunities associated with alternative forms of funding of social activities• Consider from a corporation tax perspective, the impact of increased commercial activities, complex forms of external funding and a change in approach to managing the tax position of groups with HMRC

Rhys Cartledge, Director, Deloitte Christopher Barrett, Director, Deloitte Chair: Andrew Malcolm, Head of Finance, Thirteen Group

B14: Accessing NHS estates for new housing supply SS18• Understand NHS structures and how to initiate dialogue with trusts to use NHS estates for affordable housing • Make the business case to get NHS buy-in and demonstrate models for joint ventures between housing associations and NHS trusts

Susie Rogers, Partner, Real Estate, Capsticks Solicitors Dr Sarah Raper, Executive Director, Community Health PartnershipChair: ken Youngman, Finance Director, Family Mosaic

17:45 Exhibition viewing and free time

B15: Excellence in governance SS20• How do you ensure your board maximises their own effectiveness, so that they are fit for purpose to meet the challenges ahead?• The launch of Grant Thornton’s annual housing governance report for 2015 will help inform the discussion

Jenny Brown, National Head of Housing, Grant Thornton UKTracy Allison, Group Director of Corporate Services, Hyde Group Chair: Bill Gill, Director, BG Audit & Consultancy

B16: Up in the cloud – IT solutions SS19• How organisations are using the latest technology such as social media and cloud services to transform their business model • See what new challenges and risks these may bring and how you can address them

Frances Hipple, Associate Director IT Consultancy, Baker TillyChris knowles, Partner IT Risk Advisory, Baker Tilly Chair: Nasreen Hussain, Director of Finance and Resources, Soha Housing

FULL

FULL

Rootes Building

14 www.housing.org.uk/finance

Enjoy a three course meal with colleagues and after dinner speaker Marcus Brigstocke. Sponsored by

You must have confirmed your place in advance and have a ticket which you will have been issued with your badge on registration. please note there are two different tickets, which will be checked on the door:1 Panorama Suite - this room has reached maximum capacity2 Chancellors Suite - the after dinner speaker will be via live video link from the Panorama Suite. If you have not pre-booked, but would like to attend, please ask at registration.

20:45 Drinks reception ExhibitionDon’t miss out on the networking highlight of the conference as the exhibition comes alive with music, games, cocktails, entertainment and much more! Sponsored by

23:00 - 1:30 Conference party Terrace BarAll delegates are invited to carry on the party. Grab a drink on us and enjoy a night of music and merriment into the early hours.

Stress testing and asset and liability registers 2015

Book your place at www.housing.org.uk/eventsCall 020 7067 1066 Email [email protected]

Safeguarding your business

We’re coming to a town near you with six roadshows in five locations throughout May and June. These roadshows offer a unique and engaging opportunity to identify and manage risks in response to the HCA’s regulatory framework.

• Prepare asset and liability registers in a form that can be available immediately

• Understand how to subject your business plan to rigorous and multi-variate stress testing

@natfedevents#robustbusiness

Manchester: 13 May

York: 14 May

London: 18 May

Exeter: 20 May

Birmingham: 2 June

London: 4 June

Expert speakers include:

BDO

Campbell Tickell

Homes & Communities Agency

HouseMark

SAVE

£50 IF YOU BOOK BY

20 MARCH 2015

Book now using priority code REG0515FIN



THURSDAY 19 MARCH07:30 - 09:00 Breakfast for residential delegates Rootes Restaurant

08:00 Deloitte breakfast budget briefing P1&2 in Rootes Building Deloitte and the Federation provide a budget briefing over breakfast on its impact to your organisation. Breakfast rolls available from 07:30.

Ben powell, Rhys Cartledge and David Williams-Richardson, Deloitte Gill payne, National Housing Federation

08:00 NEW Hear the Regulator’s views on value for money P3 in Rootes Building Repeat of yesterday’s 09:00 session. The HCA described the second annual round of VfM self-assessments as a marked improvement of the first, but there remained some concerns and a few associations received downgrades or regulatory notices. This session will cover: • the regulator’s approach to VfM • how the sector has responded • common themes and issues arising • key messages for the next round of assessments due on 30 September Breakfast rolls available from 07:30.

Jonathan Walters, Deputy Director, Strategy and Performance, HCA

09:00 Conference registration and exhibition viewing Arts Centre & Exhibition Registration sponsored by

Housing and the economy – an insider’s view AC-BH Hear this country’s leading housing economist on:

• The state of the nation, a UK economic outlook • The current and future demand for UK housing • How Government and housing associations can help turn the tide

kate Barker, Business Economist Chair: Mark Washer, Group Finance Director, Affinity Sutton

10:20 Exhibition viewing and refreshments Exhibition

Refreshments sponsored by

B17: Safeguarding your business – regulatory changes AC-TAssociations must maintain an up-to-date register of their assets and liabilities and subject their business plans to robust, multi-variate stress-testing. Examine these obligations in detail, and look at evolving good practice.

Sue Harvey, Director, Campbell TickellJohn Bryant, Regulation Policy Leader, National Housing Federation Chair: Joseph Carr, Finance Policy Leader, National Housing Federation

B18: private Rented Sector – the land of honey? AC-C• Can PRS cross-subsidise other activities or does it bring more risk?• How should you assess your financial capacity for PRS and raise debt and equity finance?

pete Redman, Managing Director Policy and Research, TradeRisksWaqar Ahmed, Group Finance Director, L&Qpaul phillips, Group Finance Director, Notting Hill HousingChair: Elizabeth Froude, Executive Director of Resources, Genesis Housing Association

B19: Releasing value and cash doesn’t have to be taxing SS20This session will consider how groups can reduce tax costs across the business through effective group structures, updating processes and controls and tax efficient procurement and development.parul Anand, Director, DeloitteRhys Cartledge, Director, DeloitteChair: phil Jenkins, Partner, Centrus Advisors

B20: Securitisation made simple SS21• The challenges with the current system and the progress made by the Securitisation Working Party Group• Producing a standardised housing association Certificate of Title format• Introducing best practice for section 106 agreements and mortgagee exclusion clauses

Yogeta partridge, Legal Counsel, L&Q vicky kells, Partner, Clarke WillmottChair: Sam Wotton, Finance Policy Officer, National Housing Federation

B21: Making the case for capital investment CANCELLEdIf you have booked a place on this session, please choose from any of the other sessions at this time.

>>

09:30 KEYNOTE

FULL



B22: Utilising strategic assurance SS19Consider board member responsibilities, how these may be supported and examples of some of the latest thinking in this area, including:• enabling boards to review and confirm compliance with regulatory reporting requirements• balancing the role of boards in relation to scrutiny and strategy• obtaining the assurance necessary to maintain oversight of ongoing operations and strategic planning philip Rego, Partner, Social Housing Sector Services, BDONicola Dey, Senior Manager, Risk and Advisory Services, BDOHamid Ghafoor, Audit and Assurance Partner, BDOChair: Jeff Colley, Risk and Audit Manager, Wakefield and District Housing

B23: Back to the future: Analysing spend to deliver savings AC-SThe underlying rationale for a spend analysis project is to gain a clearer understanding of an organisation’s expenditure and how it might be managed better. Hear how Orbit carried out a full-scale analysis of their spend and how PfH can help you control your spend and drive procurement efficiency.

Gary Stephens, Procurement Director, Orbit Group and Service MattersSteve Malone, Managing Director, CEL Procurement Chair: Andy Howarth, Executive Director of Finance, Fortis Living

B24: powerful persuasive presenting AC-WS• Explore the secrets of powerful speaking and develop your own style• Examine the critical tools of great speaking and speaking with confidence• Learn how to structure a memorable message and Build ways to be a more engaged and authentic speaker

David Willis, Partner and Leadership Coach, Cmt Chair: Heather Ashton, Group Director of Resources, Thirteen Group

12:05 Lunch and exhibition viewing Rootes Restaurant and Exhibition

B25: The growing importance of bond finance to the sector AC-WS• An overview of pre-2008 market conditions compared to those that exist now • Analysis of the drivers behind associations’ increased activity in capital markets• A review of the pros and cons attached to different forms of bond finance and potential future trends

piers Williamson, Chief Executive, The Housing Finance CorporationHenrietta podd, Head of Debt Advice and Origination, Canaccord Genuity Chair: paul Gray, Chief Financial Officer and Company Secretary, bpha

B26: Review your service charges approach AC-C• The importance of leaseholder consultation before embarking on a programme of costly major works • Getting the consultation process right and considering the relevant case law • Key distinctions between eligible and ineligible service charges • Current rules and regulations and Matters of judgment • Project planning – service charge accounting and reporting

Jonathan pryor, Partner, Smith and WilliamsonJonathan Hulley, Partner, Clarke Willmott Chair: Jane Harrison, Deputy Finance Director, Paradigm Housing Group

B27: Mergers – what is success and why do some fail? SS21Discuss what has worked, what hasn’t and look into the crystal ball for future developments. Mergers can help provide more capacity and drive better value. But not always.

Andrew Cowan, Partner, Devonshires SolicitorsDavid Williams, Senior Associate, Campbell Tickell Active chair: Heather Ashton, Group Director of Resources, Thirteen Group

B28: Exploring the upside of risk management – looking to the future LR2• Why risk management is still perceived as mitigating ‘down-side’ risks• Risk as a key benefit – how it supports the attainment of an organisation’s aims and objectives• The potential positive changes in the housing sector and wider afield• Practical guidance on how you can set up and implement mitigation strategies

Richard Wood, Head of Housing, ZurichSarah pearson, Strategic Risk Practice Leader, Zurich Chair: kelsey Walker, Assistant Director Regulatory Operations, HCA


>>

AC-BH Arts Centre Butterworth HallAC-T Arts Centre TheatreAC-WS Arts Centre Woods Scawen RoomAC-S Arts Centre StudioAC-C Arts Centre CinemaSS Social SciencesLR Library Rooms

Room CodES:

FULL

SEE mAP oN PAgE 4 foR LoCATioNS:

COMpLETE THE ONLINE SURvEY TO GIvE US YOUR FEEDBACk.

12:30 The National Housing Federation and kpMG launch the Clearer pensions social housing schemeJoin us in the Panorama Suite 3 in Rootes building for the launch of Clearer Pensions for social housing, a new pension advice service for housing associations.

SAvE THE DATE

Housing Finance Conference and Exhibition 2016 23-24 March, University of Warwick

23


B29: 2013 accounts to be SORpedoed AC-BHJoin this interactive session that will review and debate:• HCA global accounts expressed in current UK GAAP and translated into FRS 102 format• adjustments to the income statement and balance sheet for - financial instruments - grants, PPE, impairment assessment and deemed cost - SHPS deficits• Loan covenants compliance

philip Brown, Technical Associate Director, Baker Tillyphil Cliftlands, Partner, Not For Profit Assurance, BDOAnna McOwen, Director of Finance, Operations, WM Housing GroupTony Wilson, Finance Director, Wales and West Housing AssociationSarah Smith, Executive Director, Finance and Resources, AmicusHorizon Active chair: Robert Griffiths, Chief Financial Officer, Longhurst Group

B30. Mirror, mirror on the wall, who’s the most efficient of them all? AC-SIn this session hear how housing associations are earning record surpluses to re-invest in core activity.

• Defining efficiency gains • Tracking headline efficiency gains to higher profitability and improved outcomes • Case studies on securing efficiencies and communicating gains to stakeholders

John Hinchliffe, New Homes Financial Controller, Bromford Housing Group patrick Symington, Finance, Governance and ICT Director, First Wessex Chair: Gail Teasdale, Executive Director, Finance and Corporate Services, Accent Group

B31. Diversification – non-housing contracts SS20Look at the diverse range of activities housing associations are involved in to increase revenue streams from traditional non-social housing contracts including health, care and support and justice.

Mark Henderson, Chief Executive, Home Group Robert kerse, Executive Director of Resources, Circle HousingChair: Simran Soin, Group Executive Director, Finance, Places for People

B32. Building compelling relationships SS19• How to keep your professional relationships alive and productive • Tools for building rapport and listening actively, and recognising when a relationship is under strain • How to build business relationships based on trust and integrity

Gordon Raitt, Senior Consultant and Leadership Coach, Cmt Chair: Adam Jones, Assistant Director of Commercial Services, National Housing Federation

14:10 Final exhibition viewing and refreshments with prize announcements Refreshments sponsored by

15:00 Exhibition close

15:40 Conference close

14:50 KEYNOTEConference programme

politics and housing – the future AC-BHJust seven weeks before the General Election, he will give his insight on politics, the parties’ priorities and who he thinks will win. Our chief executive David Orr joins him to discuss plans to get each party to commit to ending the housing crisis within a generation, and what you can do to help.

Michael portillo, Journalist and Broadcaster David Orr, Chief Executive, National Housing Federation

CATCH THE TRAIN STATION SHUTTLE BUS

We are offering a complimentary shuttle bus service to Coventry train station. If you would like to catch the bus, please go to Senate House (next to the Arts Centre) where the bus will be running on rotation on Thursday between 15:30 to 16:15.

BuS SToP

SAVE

£70 IF YOU BOOK BEFORE

24 APRIL 2015

Book your place at www.housing.org.uk/greathomes Call 020 7067 1066 or email [email protected]

@natfedevents #GreatHomes

ASSET MANAGEMENT,

MAINTENANCE AND DEVELOPMENT

Key speakers include:

Richard Ferraro Director, ECD Architects

Shelagh Grant Chief Executive, The Housing Forum

Robin Nicholson Senior Partner, Cullinan Studio and The Edge

Chris Blundell Director of Development and Regeneration, Golding Homes

Book now using priority code DA0715FIN


Waqar Ahmed, Group Finance Director, L&Q

Waqar has worked for L&Q for 17 years and has been in the social housing sector for 21 years. In 2008, Waqar was appointed as the group finance director. His immediate priorities included simplifying the group structure, supporting cultural and organisational change that pursued strong commercial discipline in all activities whilst retaining L&Q’s social values.

Tracy Allison, Group Director of Corporate Services, Hyde Group

Tracy trained and qualified as a senior finance professional whilst working for international companies in the manufacturing, retail and logistics sector and made the switch to the housing sector in 1996. As a finance director she has delivered solutions to support growth, to ensure long term business viability, to resolve regulatory and contractual disputes and worked closely with complex board structures to strengthen governance and risk management.

Michelle Allott, Group Director of Finance, Together Housing Group

Biography not available.

parul Anand, Director, Deloitte


Roshana Arasaratnam, Vice President, Sub-Sovereign Group, Moody’s

As an accountant and economist, Roshana has worked across public and private sector, specialising in UK public sector finance. Prior to her role at Moody’s she was head of finance at the London Borough of Hackney. Previous roles have included economist at both HM Treasury and OECD specialising in Welfare to Work; and head of policy and performance at London Borough of Lambeth. In addition she spent eight years at PricewaterhouseCoopers, firstly in their public sector audit team, and then as part of the economics and policy team.

Heather Ashton, Group Director of Resources, Thirteen Group

Heather is responsible for overall financial viability. She ensures effective treasury and funding arrangements and leads on risk and assurance. She has also worked in higher education, retail and manufacturing and has a strong commercial background as a result.

kate Barker, Business Economist

Kate is presently a senior adviser to Credit Suisse. She has recently been appointed chairman of the British Coal Staff Superannuation Scheme. She is also a non-executive director of Electra Private Equity, Taylor Wimpey and the Yorkshire Building Society. In the public sector she is a non-executive board member at the Office for Budget Responsibility. Kate was a member of the Bank of England’s Monetary Policy Committee (MPC) from 2001 until 2010. During this period, she led two major policy reviews for Government, on housing supply, published in 2004, and on land use planning, published in 2006. She retains a keen interest in housing policy.

Christopher Barrett, Director, Deloitte


Suzanne Benson, Partner, Trowers and Hamlins

Suzanne specialises in regulatory matters and the development of home ownership products. She recently co-authored the Federation’s publication Consumer Credit Authorisation: Guidance for Housing Associations and is currently working with a large number of housing associations in relation to their applications for FCA authorisation.

Caspar Berry, Professional Poker Player

At 25, Caspar moved to Las Vegas and played poker professionally for most of the next three years of his life. In 2002, Caspar returned to the UK, co-founding Twenty First Century Media and building it into the fastest growing audio visual media company in the North East of England before selling it in 2008 to Bob Geldof’s media giant, Ten Alps. It was while still at the helm of Twenty First Century Media that he began his career as a speaker and catalyst for new thinking within business about risk-taking and decision-making using his experience as a poker player to explain how we all make decisions in our personal and professional lives.

Marcus Brigstocke, Comedian, Actor and Satirist

Marcus is a major British comedy talent as writer, actor, presenter and performer. He is the host of I’ve Never Seen Star Wars on both radio and TV, a team captain on Argumental, a regular on panel shows like QI and Have I Got New For You, and even crops up on Question Time, Newsnight and This Week. On Radio 4 he is the angry youngish man on The Now Show, with Punt and Dennis, and his own show The Brig Society. Other credits include Just a Minute and The News Quiz. A fixture at the Edinburgh Fringe, Marcus’ live performances sell out across the country. On the big screen he has appeared in Love Actually, Piccadilly Jim, Telstar: The Joe Meek Story, and Beyond The Sea. He played King Arthur in the Monty Python musical Spamalot.

Jenny Brown, National Head of Housing, Grant Thornton UK

Jenny is responsible for co-ordinating the firm’s work in the social housing sector and leading their relationship with regulators and intermediaries. She regularly writes articles and promotes the debate of emerging areas of accounting practice. In addition to this Jenny leads on the development of recent reports on audit committee effectiveness and social housing governance.

philip Brown, Technical Associate Director, Baker Tilly

Philip is lead adviser to the SHFA and a member of the SORP working party and has therefore been involved in the development of the SORP and is up to date with current and future thinking on issues relevant to you.

John Bryant, Regulation Policy Leader, National Housing Federation

John leads on regulation and service improvement. He currently heads the Federation’s project on dealing with the regulatory implications of a more diverse sector and a more difficult operating environment. He is also heavily engaged in the Federation’s work on welfare reform, rents policy, the investment framework, and the introduction into the sector of a regime of fixed-term tenancies.

Rhys Cartledge, Director, Deloitte

Rhys is a director in the corporate tax practice at Deloitte, and for the last two years has led the direct taxes not for profit team nationally. Rhys has experience working with a large number of housing associations, providing support in areas ranging from corporation tax compliance through to discussions at board level on tax strategy.

Lee Cartwright, Partner, Mazars

Lee is a partner within Mazars social housing team, providing internal and external audit services to housing associations and ALMOs across the UK. His experience in the sector extends to risk management, governance, due diligence and fraud investigation.

phil Cliftlands, Partner, Not For Profit Assurance, BDO

Phil specialises in social housing and has developed extensive experience and expertise in social housing financial reporting in his 16 years in practice. Phil has worked extensively with the London G15 and many other housing associations in the sector, has co-led a statutory inquiry on behalf of the social housing regulator and also been seconded to a large national registered provider focusing on treasury strategy. Phil has also worked closely with the Federation where he took the lead in supporting the SORP working party’s development of the housing SORP for five years until April 2013, since which date, he became a member of the SORP working party.

Neil Couling CBE, Director General, Universal Credit Programme, Department for Work and PensionsNeil started out working in a local benefits office administering claims for income support. Following promotion, a series of policy roles followed before returning to operations in the Benefits Agency as district manager then finance director. Following this he returned to HQ again and for the next three years was principal private secretary to Alistair Darling and Andrew Smith. Neil took up the post as director for benefit strategy in 2009 and then became director for working age benefits. He was responsible for Welfare Reform and led the Welfare Reform Bill, Universal Credit design, reform of DLA, taking forward the migration of Incapacity Benefit to Employment Support Allowance and Housing Benefit Reform. In October 2012 Neil once again returned to operations taking up the post of DWP work services director. Neil was appointed as director general for the Universal Credit Programme in October 2014.

Speaker profiles


Andrew Cowan, Partner, Devonshires Solicitors

Andrew leads the banking and governance team. His team acts for over 200 social housing providers and local authorities in England and Wales and as panel solicitors for the HCA. Andrew and his team have negotiated in excess of £10 billion of housing association funding since 1988 from bond markets, banks and building societies; and acts for funders and over 180 housing associations based over England, Wales and Scotland on their general fundraising and project specific finance. Andrew has a particular specialism in governance and group structures for not-for-profit organisations and joint ventures between not-for-profit organisations and the public and private sectors. He is a regular contributor in relation to policy issues affecting the social housing sector and is a member of the Federation’s Finance Policy Advisory Group.

paul Coward, Trustee Services Manager, The Pensions Trust

Biography not available. Steve Drew, Managing Director of Asset Management, Alliance Homes

Biography not available. Andrew Dennis, Investment Manager, Aberdeen Asset Management

Andrew joined Aberdeen following the acquisition of the SWIP business in April 2014. Previously, he worked on SWIP’s structured finance team as a sector specialist in structured finance. Prior to that, Andrew worked for UBS for 22 years and was responsible for the development of UBS’s structured finance business. He also worked in debt capital markets in roles in emerging and developed markets when based in the UK and the US.

Nicola Dey, Senior Manager, Risk and Advisory Services, BDO

Nicola has over 15 years’ experience in internal audit, risk management and governance including significant experience of working within the social housing sector. Her experience includes working with a wide range of housing associations as well as with wider not for profit and private sector clients. Nicola has previously worked with the Federation in delivering the Countering Fraud guide.

Jonathan Dwyer, Senior Consultant, Associate, David Tolson Partnership


Richard Foster, Senior Financial Analyst, HCA

Richard has a national role with a particular focus on ensuring providers continue to meet the economic standards of the regulatory framework. He manages a portfolio including a number of the largest most complex providers and those providers experiencing viability issues. Prior to joining the regulator in 2009, Richard spent over 10 years at KPMG working in their public sector audit and advisory practice. Richard also has extensive experience of the local government sector and has advised on strategic housing issues including the stock transfer process and establishment of ALMO’s.

Hamid Ghafoor, Partner, BDO

Hamid is an audit and assurance partner at BDO and is presently the social housing lead for BDO across the North of England. He has been involved in the sector since 1999 including being a financial controller at The Riverside Group and spending 12 years as a board member at New Charter Housing Trust, including a stint as chair. He is currently chair of audit at Aspire Housing Group.

Faye Gordon, Senior Manager, PricewaterhouseCoopers

Faye has worked at PwC for over 15 years with two thirds of this time spent working with the social housing sector providing audit and technical advisory services. She provides technical support to the Federation and has been specifically involved in updating the sector’s Statement of Recommended Practice.

Robert Griffiths, Chief Financial Officer, Longhurst Group

Rob has been with the Longhurst Group since 1994. He is a member of the SORP working party and since 2011 has been an observer on the Financial Reporting Council’s Committee for Public Benefit Entities (CAPE).

Sue Harvey, Director, Campbell Tickell

Sue has more than 12 years’ experience in social housing, regeneration and social care, as well as a background in economics, statistics and retail financial services. She is highly competent in project management, business planning, market research, financial analysis, risk management and governance. Sue has considerable experience in working with boards and executive teams, and has facilitated strategic planning exercises in a variety of organisations.

Mark Henderson, Chief Executive, Home Group

Mark was appointed chief executive of Home Group in 2008. Having started life as a motorcycle racer, he has gone on to gain nearly 30 years’ experience of both regeneration and business support activity. He is passionate about placing customers at the heart of any organisation and in raising aspiration and enterprise across the country. Prior to joining Home, Mark worked in local authorities across the UK, as director of the regional development agency, One North East and a local authority chief executive.

John Hinchliffe, New Homes Financial Controller, Bromford Housing Group

John joined Bromford in 2008, having held a number of roles for leading private companies. His current role involves controlling investment in new homes, appraising the financial performance of the current stock to ensure the business makes good decisions regarding their future, working with colleagues to develop new products and controlling the overall cash flow of the group.

Frances Hipple, Associate Director IT Consultancy, Baker Tilly

Frances has nearly 30 years’ experience working within the social housing sector, having worked within the finance teams of four of the largest London housing associations – Circle Anglia, Genesis, Network Housing Group and the One Group. She moved into IT Consultancy in 1999 working for Robson Rhodes, Tribal and NCC Group followed by a period as an independent consultant before joining Baker Tilly.

Andy Howarth, Executive Director of Finance, Fortis Living

Andy has over a decade of leading financial and business performance in the social housing sector, following many years’ experience in the commercial and health sectors. In addition to his role at Fortis Living, Andy lends his expertise to a number of other organisations as a voluntary board member.

Jonathan Hulley, Partner, Clarke Willmott

Jonathan is a social housing specialist. Described as exceptional by Legal 500, Jonathan leads Clarke Willmott’s national housing management team and is a core member of their social housing sector group. Jonathan has a City background having worked at Devonshires since 2003, becoming a partner in their housing management team in 2009.

Ian Hutchcroft, Head of Local Delivery, Energy Saving Trust

Ian is responsible for EST’s local strategy, partnerships and delivery across England and has led a number of ground breaking carbon reduction, building refurbishment and low carbon economy projects. A recent local programme has invested over £10m in social housing retrofit and Ian is working with a number of housing associations to develop and deliver business cases for investing in reducing tenants’ energy and water bills.

vicky kells, Partner, Clarke Willmott

Vicky has extensive experience completing property security for housing associations and funders to support loan facilities, private placements and bond finance. She regularly works with associations to ensure that funding capacity can be maximised by negotiating amended S106 and other restrictions.

Robert kerse, Executive Director of Resources, Circle Housing

Circle Housing is one of England’s largest housing groups with over 300,000 customers, 70,000 properties with a combined market value in excess of £11billion and 2,300 staff. Robert started out his career with PricewaterhouseCoopers where he trained as a chartered accountant and Circle Housing is Robert’s fourth finance director role.


Speaker profiles Chris knowles, Partner IT Risk Advisory, Baker Tilly

With over 14 years’ experience, Chris works on projects including IT project management, IT strategy, IT cost optimisation, Software-as-a-Service and IT programme assurance. With an Executive MBA from Edinburgh University, Chris is also a Chartered Management Accountant with CIMA.

Michael Leslie, Director, JC Rathbones Associates

Michael specialises in debt advisory work along with advising on debt related hedging. He is a chartered accountant and has extensive experience of mid-market corporate and property finance having previously worked in M&A advisory with Ernst and Young, corporate banking with Bank of Ireland UK and in transaction services with Deloitte. Michael is based in Edinburgh but acts for clients throughout the UK and has a particular interest in the social housing sector.

Stephen Lewis, Partner, Forensic and Investigation Services, Mazars

Stephen is a partner in the forensic and investigation services team at Mazars with extensive experience in the social housing sector. Stephen’s experience includes acting as an expert witness, alternative dispute resolution and he is also an experienced fraud and accounting investigator.

Steve Malone, Managing Director, Procurement for Housing

Steve has over 20 years’ experience with public and third sector clients, including Communities and Local Government, the NHS, the Department for Education and Skills, the Department for Work and Pensions, the Department of Health and the Inland Revenue. He has developed and executed CEL Procurement’s business strategy with a strong focus on growth and his career has been centred on the effective delivery of services through third sector, private sector and public sector partnerships. Steve has experience of working in policy areas including social inclusion and wellbeing of key groups including the elderly, excluded young people and disabled people and has a particular interest in the efficient delivery of services around housing, health and care. He currently sits on the CEL Group board and CEL Procurement board.

Anna McOwen, Director of Finance, Operations, WM Housing Group

Having trained as a chartered accountant and practised for 12 years, Anna spent some time in commercial roles before joining the housing sector 13 years ago, initially with Orbit Group and more recently with WM Housing Group. Her role is focussed around leading a large finance team, stimulating and managing change within a culture of continuous improvement and providing excellent customer service.

vic O’Brien, Development Director, GreenSquare Group

Vic started working for housing associations in 1984 and worked for GreenSquare and its predecessor Westlea for 10 years. Vic is the vice chair of Two Rivers Housing Association in Gloucestershire.

David Orr, Chief Executive, National Housing Federation

David is former president of CECODHAS-Housing Europe, has chaired the mobility taskforce, and also sits on the board of The Housing Finance Corporation (THFC). He was a member of the Social Investment Task Force and is one of the founding directors of My Home Finance, a social enterprise set up by the Federation to provide a new high street service offering affordable loans, money advice, bank accounts and linked savings accounts. Previously, David has been chief executive of the Scottish Federation of Housing Associations and of Newlon Housing Trust.

Yogeta partridge, Legal Counsel, L&Q

Yogeta is a qualified solicitor with over nine years’ experience and has spent the last five years working at L&Q. She is responsible for securitisation and advising on property matters generally delivering material cost saving and a significant reduction in the lead time taken to secure properties against loans. Yogeta has set up and chairs the legal treasury group consisting of 21 representatives from housing associations across the country, whose objective is to streamline the securitisation process and create consistency across the sector.

Gill payne, Director of Policy and External Affairs, National Housing Federation

Gill has worked in a variety of management and strategy roles across the private and public sector. She has worked for Eagle Star Assurance Company, the Financial Services Authority and in 2001 joined the Countryside Agency. As director of organisation and development (OD) she led work to establish Natural England and the Commission for Rural Communities (CRC). She was director for communications and OD at the CRC and was interim CEO. Gill joined the National Housing Federation in 2011.

Sarah pearson, Strategic Risk Practice Leader, Zurich

Sarah leads and manages the strategic risk practice comprising of 11 FTE’s. Prior to this role Sarah worked as a senior risk consultant within the team for three years. Sarah’s background before joining Zurich is 24 years in the public sector working in the police service, a metropolitan council and a district council. She has experience in a variety of fields including strategic planning, policy development, performance management, business resilience/risk management, and financial management.

Richard petty, Lead Director, Affordable Housing, Jones Lang LaSalle

Richard has 25 years’ professional experience, including the last 18 years devoted to the residential sector, specialising in affordable housing. The affordable housing team at JLL specialises in valuing housing stock and land for all purposes, including loan security; stock transfer; development; and accounts. Richard and his team act for all the existing lenders in the social housing sector, and have a blue chip client list, acting for over 80 housing groups and associations.

paul phillips, Group Finance Director, Notting Hill Housing

Paul has worked in the sector for over 30 years as finance director of four different housing associations. He joined Notting Hill as the group finance director in 2004. During that time, Notting Hill has grown substantially and is now the largest partner of the Greater London Authority for the delivery of affordable and shared ownership homes. In order to support its social development, Notting Hill has built up extensive commercial development, including both market rent and market sale activities.

Henrietta podd, Head of Debt Advice and Origination, Canaccord Genuity

Henrietta has been involved in the debt markets for over 25 years, focussing on advising public, private and mutual enterprises providing essential services, like housing associations. In 2010 Henrietta and a colleague started a new business to advise on restructuring and raising debt in the new environment. Henrietta has raised funding for many housing associations including Affinity, PfP and Circle, and THFC; and since starting the new advisory team, clients have included Catalyst, Newlon, Saffron, BPHA and Thrive. Henrietta has recently been co-opted to the housing committee of the Church of England pension board.

Michael portillo, Journalist and Broadcaster

Michael worked for the Conservative Party and for government ministers between 1976 and 1983. He entered the House of Commons in 1984. He was a minister for 11 years and had three positions in the Cabinet, including Secretary of State for Defence. He lost his seat at the 1997 election, and began to develop a career in the media. He returned to the Commons between 2000 and 2005, was shadow Chancellor, and contested the leadership of the party in 2001, unsuccessfully. Since leaving politics, he has devoted himself to writing and broadcasting. He is a regular on both BBC 1’s sardonic political This Week programme and Radio 4’s The Moral Maze.

Ben powell, Indirect Tax Partner, Deloitte

Ben is the lead partner for Deloitte’s local government tax team, providing advice primarily on VAT but also other taxes such as NNDR, employment taxes and corporation tax. He is a member of the Chartered Institute of Taxation and has over 12 years’ experience advising public sector organisations and a variety of private sector clients. Ben and his team provide advice on structuring, refund claims and compliance issues and have added value to numerous local authorities by reducing indirect tax costs and maximising cash flow through careful planning.

Jonathan pryor, Partner, Smith and Williamson

Jonathan leads Smith & Williamson’s services to housing associations. For over 20 years he has specialised in this sector, firstly with Deloitte & Touche and since 1993 with Smith & Williamson. The range of services that he has provided is extensive, including external and internal audit, business plan validation, strategic advice, risk management, merger advice and a variety of ad hoc projects.

What could kill your business plan? What would send your organisationover the edge? How would you cope with major changes to your baseassumptions? How can you improve your mitigating actions?

Not easy questions. Not easy answers. In a world of more remote, risk-based regulation, these are the issues you have to address. You need tosatisfy your Board and your Executive – and the regulator – that yourbusiness is under control and able to withstand significant shocks,whether individual or in combination. And as the environment hasbecome more complex, many housing providers have extended theirranges of activity. Understanding business drivers and coping with change– often outside your control – has become tougher.

At the leading edge of advising RPs on robust stress testing to helporganisations survive and thrive, we can help:

Board and Executive training on stress testing

Critical friend for stress testing exercises

Developing a comprehensive risk map

Supporting your business assurance

Business plan analysis

perfect storm or light breeze?

To discuss how we can help, please contact Sue Harvey at [email protected] 020 8830 6777 or 07813 826 148

At the Heart of Housing and Care

CT perfect storm IH fullpg_Layout 1 25/11/2014 17:44 Page 1


Speaker profilesGordon Raitt, Senior Consultant and Leadership Coach, Cmt

Gordon has over 20 years’ experience and has worked with many senior executives, as a consultant, on the development of business strategy, helping to identify training needs, and building strong effective customer relationships. He is equally at home running team building, influencing and negotiation skills workshops, as well as people management and presentation skills. Dr Sarah Raper, Executive Director, Community Health Partnership

Sarah leads the Midlands and East team and is responsible for CHP’s strategic communications and commercial functions. Over the past 20 years she has been working at board, chief executive and senior executive level within a range of sectors including the NHS, urban regeneration, strategic marketing and communications and commercial property development. Sarah qualified in 1989 as a medical doctor from Kings College Hospital Medical and Dental School, London.

pete Redman, Managing Director Policy and Research, TradeRisks

Pete started as a rent collector for Islington Council, moving on to develop housing for Holloway Tenant Co-operative, and then as part of Circle 33 Housing Trust’s executive management team to build one of the country’s largest housing investment programmes. He has been chief executive of Leeds Federated HA, Notting Hill Housing Group, FCH Birmingham, London’s largest ALMO Lambeth Living and responsible for the area management teams of London’s largest landlord, Southwark Council, a past Chair of the London Housing Federation and of the RIBA Housing Client Forum, and is chair of Ducane Housing Association.

philip Rego, Partner, Social Housing Sector Services, BDO

Philip is the firm’s lead partner for social housing, working with a wide range of care and support providers and those with commercial elements. He has over 30 years’ experience with BDO, holds the Government Internal Audit Certificate (GIAC) awarded by HM Treasury and is an affiliate member of the Institute of Internal Auditors. His involvement in the accounting profession also includes membership of the ICAEW Social Housing Committee. Philip sat on an ICAEW working party that produced the publication, The Power of Three, which introduced the concept of an overall assurance framework and how audit committees can get the best from internal and external audit.

Al Robinson, Asset and Risk Management, Rothesay Life

Al joined Rothesay Life in 2012 from HSBC, where he was a structured credit trader and structurer. At Rothesay Life he is responsible for the initiation and management of the social housing debt portfolio. He has a degree in archaeology and anthropology from Magdalen College, University of Oxford and a degree in Computer Science from the University of Rochester in Rochester, New York State.

Susie Rogers, Partner, Real Estate, Capsticks

Susie specialises in commercial property and construction work, including property development, construction projects, negotiating commercial leases, acquisition and disposal of development sites and general landlord and tenant law. She advises on all real estate and construction aspects of those projects, from the planning stages through to practical completion and use of the premises. She has also dealt with several provider arm divestments, including advising community foundation trust pilots. Martin Rowley, US Corporate Tax Services Partner, Deloitte

Martin advises on corporate and international tax matters for clients in a wide range of industries. Much of his work involves issues encountered in cross-border transactions and flows of capital, including the Subpart F and PFIC anti-deferral regimes applicable to US taxpayers, hybrid planning, intercompany pricing, and the tax aspects of multi-jurisdictional acquisitions, divestitures, financings, internal restructurings, and intellectual property transfers. Martin regularly acts for private equity houses, real estate funds, and sovereign financial institutions in the structuring and execution of their investments, joint ventures, and other M&A activities, as well as fund managers in the structuring of their portfolio investments, financings, and divestments.

Grant Shipley, Strategic Consultant, Valueworks

Grant has worked as a finance director for Stafford and Rural Homes, Festival Housing Group and Spa Housing Association. In 2003 he founded Clearview Systems, growing the company to become the leading provider of performance management software to the social housing sector.

Steve Simkins, Director, KPMG

Steve is a qualified actuary and has over 20 years’ pensions consulting experience. Steve specialises in advising pension schemes and organisations in the not-for-profit sector and leads KPMG’s public sector pensions team in the UK.

Carolyn Sims, Head of Banking, Charity Bank

Carolyn began her banking career with National Westminster Bank before moving on to MLA Bank where she had responsibility for property investment and development lending. After Dexia Public Finance acquired MLA Bank in the early 1990’s, Carolyn went on to become responsible for the bank’s social housing activities. She arranged finance for the first housing PFI scheme and also worked on project finance and limited recourse financing deals. Carolyn is a trustee of a number of charities and also sits on a regeneration advisory board.

Steve Smedley, Associate Consultant, HouseMark

Steve’s main areas of interest include VfM, the social housing operating environment, business analysis, policy, regulation, performance management and tenant involvement. Recent work includes well-received thought leadership on VfM, notably the joint Federation/HouseMark publication: Social hearts, business heads and consultancy support associated with the VfM self-assessment. Previously, Steve worked for 11 years in housing management in both the local authority and housing association sectors.

Sarah Smith, Executive Director, Finance and Resources, AmicusHorizon

Sarah joined AmicusHorizon in 2009 from L&Q Group. She started her career as an external auditor specialising in social housing first with BDO then moving to KPMG. Her work included external audit, delivering training, business plan validations, due diligence and special investigations. At L&Q she led the due diligence on four acquisitions. Sarah is a member of the SORP working party and the ICAEW social housing sub-committee.

John Stapleton, Head of External Affairs, Sustainable Homes

John leads Sustainable Homes’ influencing, policy and campaigns work. He has worked in public affairs and policy for around eight years, most recently at the Arts Council. Having spent three years as parliamentary researcher to an MP, he worked in the housing sector on design policy and the Building for Life initiative at the Commission for Architecture and the Built Environment (CABE), and later as an adviser to the then Housing Minister Margaret Beckett.

Jack Stephen, Finance Director and Deputy Chief Executive, Thames Valley Housing Association

Jack joined Thames Valley Housing having previously held positions of finance director, financial controller and treasurer with banks and other international companies. He is currently chair of the SORP working party and chair of trustees of a supporting people charity based in Richmond, London.

Gary Stephens, Procurement Director, Orbit Group and Service Matters

Gary was appointed procurement director in 2006, having previously held the role of head of quality and performance. Gary’s role is to lead on a range of procurement services within the social housing sector including category management, spend analysis, delivering projects, providing training, and supporting the development of Purchase to Pay, with an overall objective of achieving value for money. Following a successful tender on behalf of a Welsh housing association in 2010, Gary has led the development of an external procurement consultancy under the Service Matters brand.

Louise Swain, Executive Director, Customer Services, Curo

Louise has been leading on major projects preparing for the impact of welfare reform and repositioning the offer to customers in light of this. She is passionate about social justice and delivering a renowned customer service, equal to the best across all sectors.

patrick Symington, Finance, Governance and ICT Director, First Wessex

Patrick joined First Wessex in March 2009 as interim finance director and was appointed permanently as finance director in September 2009, having worked as a consultant in housing for 12 years. Previously he was finance director or senior financial manager for other housing associations and in the private sector. Patrick was also a board member of Sentinel Housing Association where he was vice-chair and also chair of the audit committee.


kevin Taylor, AML Consultant, QV Forensics Group

Kevin worked for 30 years as a police officer and 26 years as a detective. He investigated money laundering for the last 20 years of his career and served in both the National Crime Squad and the Serious Organised Crime Agency. Whilst serving in SOCA, Kevin had responsibility for overseeing the Suspicious Activity Reports (SARS) within the northern police forces. Since retiring Kevin has worked in the private sector investigating corporate frauds and delivering anti money laundering training.

Gail Teasdale, Executive Director, Finance and Corporate Services, Accent Group

Gail joined Accent Group four years ago and is responsible for delivering a customer focussed finance, ICT, HR, business intelligence and legal and governance service to the Accent Group and its partners. During her time at Accent the financial performance of the group has improved significantly and it is now a V1/G1 group. Before Accent she worked in the private sector in various manufacturing and engineering businesses and at one of the Leeds ALMOs.

Anne Turner, Chief Operating Officer, Orbit Group

Anne has over 20 years’ experience of working at director level in large housing associations, joining Orbit as group finance director in 2005 and then becoming the chief operating officer, responsible for overall business performance. She is a keen proponent of making finance understandable and accessible to all.

paul Tyrell, Senior Director, Royal Bank of Scotland

Paul is a career banker and has been with NatWest/The Royal Bank of Scotland for over 30 years with a background in corporate lending and credit. He has spent the last 18 years specialising in lending to housing associations. Paul heads up an origination team within RBS housing finance with responsibility for obtaining new lending relationships with housing associations. He has extensive experience in arranging lending for the full range of housing associations and their activities.

Jonathan Walters, Deputy Director, Strategy and Performance, HCA

Jonathan is responsible for a wide range of areas including strategic planning, sector analysis, supporting the supply of private finance as well as registrations and regulation of for profit organisations. He has previously worked in both the public and private sectors, including Ernst and Young and social housing consultancy. In addition to his financial expertise, Jonathan holds an MSc in Urban and Regional studies from the University of Birmingham, with a particular interest in regeneration and economic development.

Martin Warhurst, Managing Director, Cestria Community Housing Association

Martin qualified as a chartered accountant in 1999 with John Gordon Walton & Co then moved to the social housing team at KPMG. In 2004, he joined the social housing team at RSM Robson Rhodes, who later merged with Grant Thornton. Martin joined Cestria in 2010 as director of finance and corporate services. He was appointed managing director of Cestria in 2014. Martin currently holds board member positions at Leeds Federated Housing Association, CDC Enterprise Agency and Derwentside Enterprise Agency.

Mick Warner, Deputy Director Regulatory Operations, HCA

Mick heads up front-line regulation on the economic standards, governance and financial viability, value for money and rent. Mick is a member of the Institute of Chartered Accountants in England and Wales and also holds the Association of Corporate Treasurers qualification.

Mark Washer, Group Finance Director, Affinity Sutton

Mark is a board member of Affinity Sutton Group and is responsible for all aspects of Affinity Sutton’s finances and IT, with a focus on financial strategy. Mark is a chartered accountant, having qualified with Deloitte in London. He joined Broomleigh Housing Association as finance director in 2001 prior to its mergers with Downland and William Sutton. Mark is vice-chair at the Federation.

Howard Webb, Director, Treasury Solutions, Capita Asset Services


David Williams, Partner, Campbell Tickell

David was until recently executive director of strategy and new business at Circle Anglia. He is a leading senior executive with extensive experience to chief executive and board level with substantial knowledge of housing and related sectors. A recognised sector leader in mergers, acquisitions and stock transfers; having successfully completed 10 substantial projects in the last five years, which in total comprised the acquisition of over 40,000 properties in to the Circle Anglia Group. He also led two major London based regeneration schemes, comprising substantial physical and social reconstruction. He has a working knowledge of housing in a range of other European countries, including setting up a new housing organisation in Ireland from scratch.

David Williams Richardson, Director, Deloitte


piers Williamson, Chief Executive, The Housing Finance CorporationPiers has been chief executive of The Housing Finance Corporation for the last 10 years. He has nearly 30 years’ experience of the UK, US and European financial markets specialising in bank treasury risk management and securitisation. He holds professional qualifications in both treasury and banking. Piers oversaw the merger with Britannia between 2009 and 2011. He was appointed as a non-executive member of the HCA’s regulation committee for social housing in 2012.

David Willis, Partner and Leadership Coach, CmtDavid specialises in helping people develop their personal impact, presentation, communication and leadership skills. David and Cmt have been working with top 100 companies delivering high quality and affordable development programmes for the past 18 years. David became a partner with Cmt in 2000, his work focuses on identifying and honing individual potential to help people in organisations to make the most of their natural authentic selves.

Tony Wilson, Finance Director, Wales and West Housing AssociationTony has been Community Housing Cymru’s representative on the SORP working party throughout production of the last three SORP updates. Prior to joining Wales & West in 2002, Tony spent 18 years in senior management positions, mainly in FTSE listed blue chip companies, the last of which was Centrica. An economics graduate and chartered accountant with multi-sector experience, Tony has also worked in banking and venture capital.

Richard Wood, Head of Housing, ZurichRichard has over 28 years’ industry experience spanning broking to bank distribution through to personal lines and commercial insurance. Beginning his career with Zurich in 2003 as regional development manager, Richard was promoted to head of financial services partnerships in 2005 where he became responsible for Zurich’s key Bank Distribution Partnerships. After five years in this role, Richard embraced a move to Johannesburg, South Africa to lead the set-up of a bank distribution partnership with Standard Bank. When Richard returned to the UK in 2011, he returned to a new role with Zurich Municipal as head of specialist markets before starting his current role in 2012. Richard is responsible for the end to end business including segment financials, the customer journey, proposition and staff development.

Martin Zdravkov, Assistant Fund Manager, Aviva InvestorsMartin undertakes all activities throughout the REaLM Social Housing Fund and in particular is focused on sourcing and acquiring assets for the fund and their subsequent management. Prior to joining Aviva Investors, he ran an entrepreneurial consultancy, providing debt funding advice to housing associations and green technology ventures. Between 2008 and 2011, Martin oversaw the biggest growth drive in the history of Notting Hill Housing Group, committing to over £1bn of new property investments.

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3. Understand the cost?After your meeting, the company should be able to o�er you a tailored quote for the project. Again, be very wary of any company who simply says ‘every minute of video costs £X,’ this is a very outdated approach and projects should be priced on your specific requirements. Options may be o�ered to scale up or scale down your project scope to meet budget limitations.

5. Do they have the capability todo what they say?Professional agencies should be able to support your project from script to screen; ensuring that your project is delivered smoothly, on-time and on-budget.

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At 7video we use all our expertise and skill to create innovative media products that work. Talk to us today to find out more.

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Ark Housing Consultancy 57Suite 1 & 2, 14 Hylton Street, Birmingham B18 6HN

Contact Chris Seeley Tel 07770 502571 email [email protected] web www.arkconsultancy.co.uk

Ark Housing Consultancy is an award winning consultancy specialising in affordable housing, with a formidable reputation, a laser focus on driving efficiency and effectiveness and a team of professional sector specialist consultants. We understand your business from the inside and work with clients to deliver real change for the benefit of their customers.

4 Eyes Ltd - Tax Solutions 47139 Cowick Road, London SW17 8LJ

Contact Phillip Henwood Tel 07793 707839 email [email protected] web www.4eyesltd.co.uk

A specialist VAT consultancy, advising social landlords and developers throughout the UK. We are experts in how the VAT rules and changes to them impact the social housing sector. We can assist with VAT on land and property; RSL development; partial exemption; compliance; and staff training.

Arthur J. Gallagher Housing Ltd - Sponsor 13127-30 Railway Street

Contact Rachel Morrison Tel 01245 341201 email [email protected] web www.ajghousing.co.uk

At Arthur J. Gallagher Housing Ltd we provide insurance and risk management services to well over 300 housing associations. Offering an unrivalled depth of expertise and experience in the sector, we can offer a unique range of tailored insurance products and services as well as bespoke risk management and claims reduction services.

Aareon Uk - Sponsor 77Building 500, Abbey Park, Stareton, Kenilworth CV8 2LY

Contact Sam Martin Tel 02476 323723 email [email protected] web www.aareon.co.uk

Aareon UK are the leading supplier of housing management software in the UK. Our position as a profitable, growing and innovative organisation enables us to set the standard for business processes in the housing sector both today and in the future. QL is a truly integrated, highly functional and flexible software solution designed specifically to meet the needs of social housing.

AspreyBI (Asprey Management Solutions Ltd.) 94Priest House, 1624-1628 High Street, Knowle, West Midlands B93 0JU

Contact Rachel Ratty Tel 01564 771 600 email [email protected] web www.aspreysolutions.co.uk

AspreyBI is the business intelligence division of independent asset management software provider, Asprey Solutions. AspreyBI seeks to transform social housing asset management practices by providing landlords with dynamic asset value portals and toolkits—illustrating the true value of their entire stock down to asset level—for the purposes of intelligent decision making, improved financial performance and increased social impact.

Allen Lane Interim & permanent Recruitm’t 24Cleveland House, 33 King Street, St James’s, London SW1Y 6RJ

Contact Andy Thomas Tel 020 3031 9620 email [email protected] web www.allenlane.co.uk

Allen Lane has partnered with a number of social housing organisations, recruiting finance professionals on an interim, temporary and permanent basis. We recruit across finance and project departments and have established an excellent reputation of delivering to our client’s requirements, focusing on the transferable commercial skills rather than pigeon holing to sector experience.

Allpay 150Fortis et Fides, Whitestone Business Park, Whitestone, Hereford HR1 3SE

Contact Ross Macmillan Tel 01432 852 557 email [email protected] web www.allpay.net

Collecting more than £4.4bn a year from more than 55 million transactions, allpay is the UK’s leading bill payments specialist. Providing solutions for more than 500 housing providers and a third of UK local authorities, allpay provides a complete bill payments service across cash, debit/credit card acceptance and direct debits.

Exhibitor profiles

Asprey

3C Consultants 108Acorn House, Oak Farm, Hampton Lane, Catherine de Barnes, Solihull B92 0JB

Contact Colin Sales Tel 0333 900 3003 email [email protected] web www.3cconsultants.co.uk

3C Consultants is one of the largest and most accomplished providers of truly independent IT and business consultancy services to the housing sector. We provide advice, guidance and support, including: IT strategy; procurement; programme and project management; service and infrastructure reviews; business process re-engineering; fund raising; business planning and governance.


Boardpad 48Waterman House, 41 Kingsway, London WC2B 6TP

Contact Rob Hillsdon Tel 020 7497 5511 email [email protected] web www.boardpad.com

BoardPad is the industry leading meeting and document collaboration solution that turns directors’ iPads and Windows 8 devices into highly secure electronic board and meeting packs, accessible online or offline, from any location. BoardPad has been developed by ICSA Boardroom Apps Limited (IBAL), a software company of ICSA (the Institute of Chartered Secretaries and Administrators) and a sister company of ICSA Software International.

Brixx Solutions Ltd 129Chiltern House, 45 Station Road, Henley on Thames, Oxon RG9 1AT

Contact Ally Bush Tel 01491 845450 email [email protected] web www.brixx.com

Brixx Solutions Ltd provide comprehensive financial planning solutions for the social housing sector (housing associations, local authorities and ALMOs), supported by our growing partner network.

Developed in partnership with the sector, over 450 providers across England, Scotland, Northern Ireland and Wales use the HousingBrixx Solution to support their financial planning requirements.

BDO LLp 1252 City Place, Beehive Ring Road, Gatwick, West Sussex RH6 0PA

Contact Philip Rego Tel 01293 848948 email [email protected] web www.bdo.co.uk

BDO LLP is an experienced and leading provider of audit and advisory services to social housing providers. We contribute to our clients through exceptional client service and relationships that support their long term objectives and needs; and to the wider sector through thought leadership, publications, training and participation in conferences.

Beever and Struthers 73St George’s House, 215-219 Chester Road, Manchester M15 4JE

Contact Geraldine Finn Tel 0161 832 4901 email [email protected] web www.beeverstruthers.co.uk

Beever and Struthers are a leading provider of financial consultancy and audit services on a national basis from offices in Manchester, Blackburn and London. Services include statutory and internal audit, risk management advice and training, business plan validation and stress-testing, taxation, funding advice, due diligence, best value and service charge certification.

Biscon planning Ltd 50The Coach House, Hallidays Mill, London Road, Chalford, Glos GL6 8NR

Contact Jim Nield Tel 07773 550079 email [email protected] web www.biscon.co.uk

Established for over 12 years, Biscon Planning is a leading provider of business continuity management systems to housing associations countrywide. As well as full business continuity projects, Biscon has also undertaken a wide range of training, exercising, supply chain audits and risk management services.

Biscon offers all Housing Associations a free ‘health-check’ of their current continuity plans.

Exhibitor profiles

Banking Automation Ltd 226Unit 510 Eskdale Road, Winnersh Triangle, Wokingham, Berkshire RG41 5TU

Contact Anthony Staples Tel 01189 186327 email [email protected] web www.bankingautomation.co.uk

Banking Automation Ltd provide housing associations and local authorities with self-service payment solutions. Accepting payments by cash, card or cheque, customers can pay their rent or any other bill via our range of payment kiosks.

In a period of cutbacks and reform, organisations are constantly looking to become more efficient.

Banner Managed Communication 21128 Shelton Street, Covent Garden, London WC2H 9JE

Contact Clive Woods Tel 07553 347816 email [email protected] web www.banner-managedcommunication.com

BMC is the leading provider of marketing and document management communication solutions. We enable companies to design and execute better performing legislative compliant tenant correspondence across every channel. Our approach delivers a number of financial and operational benefits, including sustainable guaranteed cost reduction, efficiency and improved spend management and control.

Baker Tilly 593 Hardman Street, Manchester M3 3HF

Contact Barbara Nolan Tel 0161 830 4078 email [email protected] web www.bakertilly.co.uk

We are recognised as a leading advisor to the sector. Our clients tell us that we provide innovative and added value advice to help them solve their assurance and accounting issues. As a practice we invest heavily in supporting the sector, through surveys, our dedicated back office benchmarking service, VFM reviews and social impact measurement.

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Canaccord Genuity 9388 Wood Street, London EC2V 7QR

Contact Duncan Salter Tel 020 7523 8023 email [email protected] web www.canaccordgenuity.com

Canaccord Genuity is a global, full-service investment bank with operations in 12 countries worldwide. The Housing Advisory team provides housing associations with independent, high quality advice and support including: raising debt from banks, bonds and private placements, debt and treasury advice and risk management – liquidity, security, refinancing and counterparty risks

Capita 18Manvers House, Manvers Street, Trowbridge, Wiltshire BA14 0DP

Contact Sally Knight Tel 0087 0163 1800 email [email protected] web www.capita-software.co.uk

Talk to us to find out about our new payments partnerships with PayPoint and the Post Office, and discover our wider range of software and payments solutions dedicated to the needs of social housing organisations, including housing management systems, electronic document management, mobile working, smartphone apps and finance management. Visit www.capita-software.co.uk/housing.

Capita Integrated business solutions 86The Spirella Building, Bridge Road, Letchworth, Hertfordshire SG6 4ET

Contact Luke Murphy Tel 01462 476800 email [email protected] web www.capita-ibs.co.uk

Capita Integrated business solutions (part of Capita plc.) provides world-class financial management software, e-procurement and bespoke solutions to service centric organisations, helping them to realise strategic cost savings and modernisation objectives. Today over 400 clients use our innovative solutions to increase their operational performance.

Learn more at www.capita-ibs.co.uk

Castle Computer Services 132Stewart House, Pochard Way, Strathclyde Business Park, Bellshill ML4 3HB

Contact Emma Chalmers Tel 0845 230 1314 email [email protected] web www.castle-cs.com

Castle is a safe pair of hands. A reliable partner that you can turn to and trust. We provide business software, IT infrastructure, cloud solutions and managed services to housing providers of all sizes throughout the UK.

Exhibitor profiles

CFMS - Corporate Financial Management Systems 97Arliss Court, 24 Clarendon Road, Watford, Hertfordshire WD17 1JY

Contact Jasmine Teers Tel 020 8959 0041 email [email protected] web www.cfmsystems.com

CFMS is your centre of excellence for the selection and implementation of market-leading Business Intelligence (BI), Corporate Performance Management (CPM), (budgeting, forecasting and modelling), and Data Management Solutions.

CFMS partners with you from project scoping to sign-off to ensure that you maximise the return on your investment.

Bruton knowles 118Bisley House, Green Farm Business Park, Bristol Rd, Gloucester GL2 4LY

Contact Mike Rees Tel 0845 200 6489 email [email protected] web www.brutonknowles.co.uk

Bruton Knowles, as an experienced and trusted valuer, provides independent and objective advice to the social housing sector. Delivering good quality, personable, proactive assistance to registered providers and banking clients including valuations for balance sheet and loan security, stock transfer advice, stock condition surveys and strategic reviews.

BWNL 643 Juniper Lodge, 70 Brent View Road, London NW9 7EF

Contact Richard Williams Tel 07836 263136 email [email protected] web [email protected]

BWNL advises on: the arrangement of private finance and provision of treasury advisory services, training for officers and board members, financial planning support and the provision of high quality interim financial management specialists.

Castleton 92Douglas House, Emmanuel Court, Reddicroft, Sutton Coldfield B73 6AZ

Contact Davinder Sanghera Tel 07500 448157 email [email protected] web www.castletonplc.com

Castleton Technology Plc is a focused provider of IT solutions, services, software and consultancy to the Social Housing Sector. Castleton Technology comprises Documotive; software providers and Montal; IT Services, Solutions & Consultancy. Our portfolio contains Finance software and services that fit seamlessly to give you the best overall Finance solution.


Charity Bank 45194 High Street, Tonbridge, Kent TN9 1BE

Contact Benedict Kelly Tel 01732 774040 email [email protected] web www.charitybank.org

Charity Bank is a loans and savings bank with a mission to use money for the common good. We only make loans to organisations that have a social purpose.

Social housing is the single biggest sector in Charity Bank’s UK-wide loan portfolio. We provide loans of up to £3.5 million and larger amounts can be arranged in partnership with other lenders.

Civica Uk Ltd 39The Octagon, Middleborough, Colchester, Essex CO1 1TG

Contact Rob Hewes Tel 07802 674896 email [email protected] web www.keystone.co.uk

Keystone is the UK’s leading asset management solution for social housing. It incorporates a Component Accounting solution which is integrated with other relevant asset management products in the Keystone suite - and which is fully compliant with SORP 2014.

Clarke Willmott LLp 291 Georges Square, Bath Street, Bristol BS1 6BA

Contact Kelly Hall Tel 08452091436 email [email protected] web www.clarkewillmott.com

Clarke Willmott LLP is a national law firm with six offices across the country, from which we provide a broad spectrum of legal services for businesses and individuals.

We are client-led; a strategic resolve which has resulted in our earning a strong reputation in sectors such as real estate and construction, retail, sport, social housing, agriculture, renewable energy and private client.

Deeplake Ltd 218Neville House, Station Road, Wendens Ambo, Saffron Walden CB11 4LB

Contact Sara McGinley Tel 07834 893114 email [email protected] web www.deeplake.co.uk

Deeplake’s communication technologies helps you drive efficiency, reduce cost and improve customer service by enabling you to communicate with tenants, customers and partners using Social Media, Smartphones, Email and SMS. For Social Housing Landlords, Deeplake is the market leader by number of customers, advanced technology and social housing expertise.

Commercial Initiatives Ltd 42The Mill House, Yoxall House, Rugeley, Staffordshire WS15 3RZ

Contact David Leigh Tel 08444 146400 email [email protected] web www.ci-bcp.com

Our business continuity plans, fully compliant with ISO 22313 and the BCI Good Practice Guidelines 2013, are proven through actual incidents and adopted by many housing associations and groups. We offer a complete business continuity management service including our renowned scenario-based exercises and health checks to review your plan against industry standards.

Compliant procurement Services 65Suite 6, 32 Grosvenor Street, London W1K 4QS

Contact David Sterling Tel 0800 007 5751 email [email protected] web www.compliantprocurementsolutions.co.uk

CPS is a new national procurement consortium created specifically for the social housing sector. We are highly specialized, low cost alternative to the well-established consortiums which provide EU frameworks. We can help you reduce your expenditure on energy procurement and management via effective tendering techniques.

Crawford & Company 210Trinity Court, 42 Trinity Square, London EC3N 4TH

Contact Lynn Cufley Tel 020 7265 4067 email [email protected] web www.crawfordandcompany.com

Join Crawford & Company to learn how we support housing associations with insurance claims and non-insured work. Our large team of experts control indemnity spend and adds value across subsidence, property damage, construction and liability claims. Ask about how our surveyors and contractor connection network could save you money.

Crowe Clark Whitehill 70St Bride’s House, 10 Salisbury Square, London EC4Y 8EH

Contact Adam Cutler Tel 020 7842 7162 email [email protected] web www.croweclarkwhitehill.co.uk

Crowe Clark Whitehill is a leading national audit, tax and advisory firm. We offer pragmatic, insightful advice and support to businesses, private clients, pension funds, professional practices and the not for profit sector.


GBSH 9555 Baker Street, London W1U 8EW

Contact Sharon Austin Tel 020 3219 5014 email [email protected] web www.gbsocialhousing.com

GB Social Housing plc is an established and steadily growing finance company, focused on serving the UK social housing sector. We lend to housing associations and our loans offer: long dated maturities at competitive fixed rates with the ability for borrowers to adjust financial covenants over the life of their loans and so maximising the use of their assets.

Finalysis Uk Ltd 109Alpha House, 100 Borough High Street, London SE1 1LB

Contact James Flynn Tel 020 7863 3053 email [email protected] web www.finalysisuk.net

Since its inception in 2002, Finalysis has taken pride in its innovative approach to achieving ‘Value for Money’ from all aspects of a client’s banking relationship. Our ‘modular’ approach to reviewing existing arrangements and managing tenders ensures that the optimum arrangements are achieved in the most cost efficient manner.

Grant Thornton Uk LLp 111Grant Thornton House, Melton Street, Euston Square, London NW1 2EP

Contact Louise Hughes Tel 020 7728 2695 email [email protected] web www.grant-thornton.co.uk

Grant Thornton’s specialist advisers help housing associations on a wide range of assignments. We have a long-standing reputation in delivering effective, added value audit, tax and advisory services to over 100 housing organisations. Come and visit us at stand 111 to pick up copies of our latest insightful thought leadership reports.

First Actuarial LLp 142nd Floor, The Square, Basing View, Basingstoke, Hants RG21 4EB

Contact Marina Sanders Tel 01256 340070 email [email protected] web www.firstactuarial.co.uk

We can advise you about pension schemes (covering SHPS, LGPS, stakeholder and in-house schemes). We can help you develop your overall pension strategy or manage your LGPS/SHPS contributions or advise on TUPE transfers. We advise over 70 housing associations from new LSVTs to established groups (including several of the G15 employers in London).

FISCAL Technologies 10010 Beacontree Plaza, Gillette Way, Reading, Berkshire RG2 0BS

Contact Ann Prahl Tel 0845 680 1905 email [email protected] web www.fiscaltec.co.uk

FISCAL Technologies is the world-leading provider of accounts payable forensic software for corporations and government organisations to protect spend, reduce risk, cut costs and improve processes.

FISCAL’s AP Forensics® enterprise suite consists of 6 modules to analyse accounts payable transactions, master supplier files and tax entries.

Fitch Ratings 12630 North Colonnade, Canary Wharf, London E14 5GN

Contact Emma Tappin Tel 020 3530 1216 email [email protected] web www.fitchratings.com

Fitch Ratings is a leading provider of credit ratings, commentary and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise.

Fitch Group is a global leader in financial information services with operations in more than 30 countries.

Exhibitor profiles

DExIA Management Services 56200 Aldersgate Street, London EC1A 4HD

Contact Eugenie Cheng Tel 020 7470 7300 email [email protected] web www.dexia.com

As an established lender and risk management provider to housing associations, DEXIA is committed to sustaining long standing relationships with our customers. With a combined sector experience of over 50 years, our specialist social housing team is here to help you accomplish your strategic objectives in 2015 and beyond.


Deloitte LLp 744 Brindleyplace, Birmingham B1 2HZ

Contact Parul Anand Tel 0121 695 5216 email [email protected] web www.deloitte.com

Deloitte’s dedicated social housing team has wide-ranging experience offering tailored, informed and expert technical support. Our comprehensive services include external/internal audit, accountancy, tax, VAT, pensions, treasury, and employee benefits advice, risk management, due diligence and, through Deloitte Real Estate, real estate consultancy services across the full property cycle.

Intrinsic 13718, The Parks, Haydock, Merseyside, WA12 0JQ

Contact Nick Holt Tel 0844 474 0440 email [email protected] web www.intrinsic.co.uk

Intrinsic is the UK’s leading provider of Hybrid IT Managed Services, we enable organisations to transition, flex and integrate between on-premise and cloud-based service ways of working.

We’re a market leader in developing solutions that enable housing associations to address specific challenges including tenant contact, organisational growth, operational transformation and cost management.

Housing partners Ltd 84Teme House, Whittington Rd, Worcester WR5 2RY

Contact Andrea Bull Tel 01905 361 500 email [email protected] web www.housingpartners.co.uk

Housing Partners develops business critical technology solutions for the social housing sector. Driven by a sincere ambition to make the world a better place, we want to make it fundamentally easier for those living and working in the social housing sector to achieve their goals.

Hymans Robertson 32One London Wall, London EC2Y 5EA

Contact Alistair Russell-Smith Tel 020 7082 6222 email [email protected] web www.hymans.co.uk

Founded in 1921, we’re one of the longest established independent actuarial firms in the UK. We deliver a full range of services including actuarial, investment consulting, enterprise risk management, third party pensions administration and communications consulting. Our client base includes FTSE 100, FTSE 250, privately owned firms and financial institutions. We’re also recognised leaders in the field of public sector pensions.

Infor & professional Advantage 140201 Great Portland Street, London W1W 5AB

Contact Nikki Noble Tel 01252 556000 email [email protected] web www.professionaladvantage.co.uk

Infor & Professional Advantage lead the way for financial and procurement solutions for social housing around the Infor SunSystems™ financials suite. This year you have the opportunity to have a turn in our Cyclone Cube, as seen on “Dragons Den”, and the chance to win a prize!

Inside Housing 10421st Floor, 1 Canada Square, Canary Wharf, London E14 5AP

Contact Amanda Moore Tel 020 7772 8417 email [email protected] web www.insidehousing.co.uk

Inside Housing is the leading weekly magazine for housing professionals in the UK and the first choice for anyone looking for a job in housing. With its lively mix of news, features and analysis, housing professionals rely on Inside Housing to keep them fully updated on everything in the social housing world.

InforData Consulting 444 Lombard Street, London EC3V 9HD

Contact Ike Ononogbu Tel 07939 890837 email [email protected]

InforData is a UK based data management consultancy at the forefront of enabling organisations gain access to accurate information from a wide range of data.

We achieve this through one or more of services and solutions: master data management (MDM), data governance, data integration, data migration or data quality.

Our message: Master Your Data. Understand Your Business!

Hays 21St Philips House, 4 St Philips Place, Birmingham B3 2SL

Contact Charlotte Goodman Tel 0121 236 8982 email [email protected] web www.hays.com

Hays are committed to working in partnership with housing associations to ensure we attract the best talent and make the unique match that will allow individuals and organisations to flourish.

To find out more about how we can help you, please visit us today at stand 21.

HouseMark 1284 Riley Ct, Millburn Hill Rd, University of Warwick Science Pk, Coventry CV4 7HP

Contact Andrea Crowley Tel 024 7646 0500 email [email protected] web www.housemark.co.uk

HouseMark is the leading provider of integrated data and analysis, insightful knowledge transfer, high quality consultancy support and via Procurement for Housing, cost effective procurement services to the social housing sector. More than 950 housing organisations are HouseMark members, jointly owned by the Chartered Institute of Housing and the National Housing Federation.



kpMG LLp 515 Canada Square, London E14 5GL

Contact Chris Wilson Tel 0118 964 2238 email [email protected] web www.kpmg.com/uk/socialhousing

KPMG is one of the largest providers of audit, tax and business advisory services to the UK’s social housing sector. The sector currently faces many and varied challenges and we help turn those challenges into opportunities. As well as housing associations and local authorities, our in-depth sector and commercial experience helps house-builders, funders, the social housing regulator and the National Housing Federation tackle current sector issues.

LAkE Financial Systems 54Stable Mews Beechwoods Elmete Lane LS8 2LQ

Contact Paul Barns Tel 0113 273 7788 email [email protected] web www.lake.co.uk/rsl

LAKE is a specialist provider of financial management solutions based on Infor SunSystems. We are UK Master Distributor for Proactis Purchase-to-Pay and procurement solutions in support of Infor SunSystems customers and are a leading provider of Budgeting, Forecasting and Planning solutions based on IBM Cognos Express.

Lloyds Bank 79Lloyds Bank, 7th Floor, 155 Bishopsgate, London EC2M 3YB

Contact Johanna Summers Tel 07787 275680 email [email protected] web www.lloydsbanking.com

Lloyds Bank are the best at understanding your business and delivering the whole bank to support your goals. We advise housing associations of all sizes on debt funding, accessing capital markets and other financing options available to them. Our dedicated team provides clients with unique insight into the opportunities and challenges facing the sector.

Exhibitor profiles

kypera Ltd 127Unit 11 Frank Whittle Court, Davy Avenue, Milton Keynes MK5 8FT

Contact Steve Jeffcoate Tel 0844 800 2270 email [email protected] web www.kypera.com

Kypera develops, implements and supports integrated business solutions across the private, public and not-for-profit sectors including many housing providers. Our focus is on using the latest technology to produce clean, comprehensive and powerful solutions that deliver clear business benefits. Modern technologies employed help reduce the complexity of the systems, make them easier to implement and minimise costs.

M3 - Sponsor 35Three Kings, 23 Commonside East, Mitcham, Surrey CR4 2QA

Contact Ben Virgo Tel 020 8274 4000 email [email protected] web www.m3h.co.uk

M3 products and services help clients control the cost of building maintenance and housing development.

For example, M3Pamwin Plus offers a comprehensive solution for housing development appraisals, cash flows and project management.

See us on Stand 35 or visit www.m3h.co.uk for more information.

JC Rathbone Associates (JCRA) 10712 St James’s Square, London SW1Y 4LB

Contact Michael Leslie Tel 020 7493 3310 email [email protected] web www.jcra.co.uk

J.C. Rathbone Associates (JCRA) act as funding advisors to a number of housing associations to achieve cost effective and flexible debt solutions using banks, capital markets and other institutional investors. We work with clients in a range of sectors including private rented, student accommodation, healthcare and commercial real estate.

JLL 12030 Warwick Street, London W1B 5NH

Contact Richard Petty Tel 020 7087 5971 email [email protected] web www.residential.jll.co.uk

JLL is a leading, global residential and commercial firm of surveyors and property consultants. Residential is at the heart of what we do, covering every aspect of the affordable and private markets.

We have a long track record in the affordable housing sector, providing valuations and strategic and transactional advice nationwide. Every year we value in excess of 600,000 homes and report values over £25bn.

Invu Services Ltd 101Blisworth Hill, Farm Stoke Road, Blisworth, Northampton NN7 3DB

Contact Rob Thompson Tel 01604 878010 email [email protected] web www.invu.net

Invu supports over 40 housing associations to manage processing and archiving the volumes of documents generated and handled each year. Invu allows you to gain control of your finances to create a better quality of service for your tenants and suppliers.

Our technology is designed to enhance your ability to meet the many delivery and performance targets set by the TSA and Scrutiny Panels.


Marsh 123Kelburn House, Mosley Street, Newcastle Upon Tyne NE1 1YE

Contact Jayne Pinnell Tel 0191 222 3233 email [email protected] web www.uk.marsh.com

Marsh Ltd – A Global risk management and insurance broker. The Marsh Tenanted Real Estate Team are an integral part of the Marsh Public Sector Practice. The team offers sector specific risk management and insurance advice to social landlords and the wider Public Sector through a team of industry specialists situated throughout the UK.

Mazars LLp 1045 Church Street, Birmingham B3 2RT

Contact Alison White Tel 07976 592030 email [email protected] web www.mazars.co.uk

A leading provider of external and internal audit, business assurance and financial advisory services to over 120 housing associations across the UK. Advisory services include financial reporting, risk management, investigations, due diligence, business process improvement, VAT and direct taxation. Training and support provided on each of these areas.

M&G Investments 102Governors House, Laurence Puntney Hill, London EC4R 0HH

Contact Mark Davie Tel 020 7548 2583 email [email protected] web www.mandg.com

M&G Investments is one of Europe’s leading active asset managers. Our fixed income business manages over £158bn* of assets across public and private debt, particularly in alternative credit. M&G has been investing in social housing debt for over 20 years. We are one of the largest non-bank lenders to the sector in the UK.

Michael page (part of page Group) 1Victoria House, Southampton Row, London WC1B 4JB

Contact Elizabeth Campion Tel 020 7269 1744 email [email protected] web www.michaelpage.com

Looking to attract new talent or acquire a new skill set?

Page Group’s consultants specialise in specific disciplines and levels from executive recruitment to entry level roles. We are the market leaders in social housing finance recruitment, our group has worked with over 170 HAs in the last 2 years and placed 330 interims in the sector in 2014.

National Housing FederationLion Court, 25 Procter Street, London WC1V 6NY

Contact Natalia Plant Tel 020 7067 1065 email [email protected] web www.housing.org.uk

Visit the Federation stand to browse through our current and upcoming events and publications. Find out more about the ways in which we can help you and your organisation get the support you want. Speak to a member of the team regarding our market-leading products and services specially designed to support you and our tenants.

National Housing Federation Ins. Services 40Woodlands, Manton Lane, Bedford MK41 7LW

Contact Jeremy Flint Tel 0800 952 0224 email [email protected] web www.nhfinsurance.co.uk

National Housing Federation Insurance Services (NHFIS) is a collaboration between the National Housing Federation and R K Harrison Insurance Services, bringing together our respective expertise in social housing and insurance.

Together we have developed an exclusive service specifically for housing associations, designed to guide Federation members through an increasingly complex insurance landscape.

My Home FinanceLion Court, 25 Procter Street, London WC1V 6NY

Contact Tess Pendle Tel 020 7067 1043 email [email protected] web www.myhomefinance.org.uk

My Home Finance is the Federation’s responsible credit business offering small sum loans and access to basic bank and savings facilities. Working in partnership with Housing Associations across the country we offer affordable loans to people who cannot access credit from banks, building societies, or credit unions. MHF has lent £6.4 million in the aggregate to those in need via 20,000 loans and we estimate to have saved our customers £3.5 million against their usual source.

Moody’s Investors Service - Sponsor 34One Canada Square Canary Wharf E14 5FA

Contact Roshana Arasaratnam Tel 020 7772 5302 email [email protected] web www.moodys.com

Moody’s Investors Service is a leading provider of credit ratings, research, and risk analysis. Moody’s commitment and expertise contributes to transparent and integrated financial markets, and the firm’s ratings and analysis track debt covering more than 115 countries, 11,000 corporate issuers, 21,000 public finance issuers, and 76,000 structured finance obligations.


pricewaterHouseCoopers LLp 1131 Embankment Place, London WC2N 6RH

Contact Fiona Westwood Tel 020 7583 5000 email [email protected] web pwc.co.uk

We provide support and advice to over 100 housing organisations across the country, bringing together our knowledge and experience of the not-for-profit, government and private sectors. We also invest and contribute significantly to the housing sector through thought leadership, such as the Lyons Housing Review and publications.

Opus Information Technology Ltd 11023 Market Place, Driffield, East Yorkshire YO25 6AP

Contact Heidi Waites Tel 01377 253864 email [email protected] web www.opus-it.co.uk

Opus provides service charge expertise and can offer a range of solutions, including our unique service charge software Ensemble.

Developed by working closely with housing associations to give you the confidence your service charges are accurate and fair.

procurement For Housing 1282 Olympic Park, Woolston Grange Ave, Birchwood, Warrington WA2 0YL

Contact Stephanie Weatherall Tel 0845 864 5260 email [email protected] web www.procurementforhousing.co.uk

PfH is a full service procurement provider, dedicated to achieving better value for money for its members. PfH is working with landlords to enable them to continue delivering high quality services for their tenants and investing in the communities they serve. We work with members to ensure that they get high quality products and services whilst driving value for money.

Orchard - Sponsor 1351 Kings Manor, Newcastle upon Tyne NE1 6PA

Contact Priya Magill Tel 0191 203 2500 email [email protected] web www.orchard-systems.co.uk

Our financial management solutions support registered providers by increasing overall capability and efficiency across the entire organisation. Orchard works with over 80 housing providers, combining its extensive knowledge and experience of the sector with comprehensive solutions from the OpenAccounts product range. We work with a wide range of providers, from the smallest to the largest.

payden & Rygel 1211 Bartholomew Lane, London EC2N 2AX

Contact Joanne Collins Tel 020 7621 3000 email [email protected] web www.payden.com

Payden & Rygel manages over £50 billion assets exclusively on behalf of local authorities, housing associations, pension funds and other institutional investors. The firm was founded in 1983 and is one of the largest privately owned asset managers with bases in London, Los Angeles, Boston and Paris.

places for people 21680 Cheapside, London EC2V 6EE

Contact Katy Mills Tel 01772 897396 email [email protected] web www.placesforpeople.co.uk

Procurement Hub offers free-to-join procurement frameworks that bring together top suppliers, consultants/contractors to help whether you’re trying to get a project started or simply looking to reduce the time/hassle of finding quality suppliers. Places for People is one of the UK’s largest property and leisure management, development and regeneration companies.

Exhibitor profiles

OfficeTeam Ltd 147500 Purley Way, Croydon, Greater London CR0 4NZ

Contact Faye Lewis Tel 020 8774 3415 email [email protected] web www.othousingteam.co.uk

HousingTeam is a specialist division of the OfficeTeam Group, the UK’s leading independent business services company. With substantial corporate and financial strength, we have over 12,000 customers nationwide and a turnover of £140m. At HousingTeam, our solutions experts have first-hand experience meeting requirements faced by today’s social housing providers in the UK.


Nationwide Building Society 37Commercial Div., Kings Park Rd, Moulton Park, Northampton NN3 6NW

Contact Jo Farr Tel 07587 139610 email [email protected] web www.nationwidecommercial.co.uk

Nationwide have been helping customers make the most of their personal savings for more than 160 years. And we could help you make the most of your business savings too.

We offer a range of accounts, from instant access to fixed rate, with competitive rates that pay up to twice the amount of interest offered by some high street banks.


Salmon Software Ltd 201Salmon Software Limited, G2 Riverview Business Pk, Nangor Rd Dublin 12

Contact Gary Thomas Tel 00420 775 995 661 email [email protected] web www.salmonsoftware.ie

Salmon Software provides treasury management solutions aimed at corporate treasurers to manage debt and derivatives, cash management, electronic payments, money markets, foreign exchange, treasury, banking transactions and many other related corporate treasury activities.

Housing Groups such as L&Q Group and East Thames have benefitted in the ease and depth of the system usage.

Robertson Bell 60400 Pavilion Drive, Northampton Business Park, Northampton NN4 7PA

Contact Keeran Shah Tel 01604 521271 email [email protected] web www.robertsonbell.co.uk

Robertson Bell is a leading specialist recruitment company for the social housing and wider not for profit sectors. Our specialist team manage finance and HR appointments at all levels and guarantee a quality driven, bespoke service for permanent, fixed term contract and interim staff. Meet the team on stand 60.

Santander Corporate and Commercial Bank 11517 Ulster Terrace, Regent’s Park, London NW1 4PJ

Contact Roger Lee Tel 07764 658954 email [email protected] web www.santandercb.co.uk

At Santander we continue to place great emphasis on our growing team of sector specialist relationship directors - each one selected for their expertise and customer focus. Our housing finance sector specialism, coupled with Santander’s global scale, make us uniquely placed to help UK businesses, encompassing both small and large housing association customers, go further.

Royal Bank of Scotland - Sponsor 83280 Bishopsgate, London EC2M 4RB

Contact Clive Barnett Tel 020 7672 3471 email [email protected] web www.rbs.co.uk/corporate.ashx

At RBS our aim is simple: to support our clients to achieve their strategic objectives.

Our housing association clients benefit from our specialist expertise meaning our relationship managers understand the challenges within the sector, enabling them to give the guidance and tools needed to help navigate challenging times.

Royal London Asset Management 3055 Gracechurch Street, London EC3V 0RL

Contact Alan Bunce Tel 020 7506 6570 email [email protected] web www.rlam.co.uk

Royal London Asset Management is one of the UK’s leading investment companies. RLAM has built a strong reputation as an innovative manager, investing across all major asset classes and delivering consistent long term outperformance. RLAM manages over £77 billion of assets (at 30/09/14), split between equities, fixed interest, property and cash, with a market leading capability in sustainable investing.

Rp Assure - Sponsor 154Park Barn, Evegate, Ashford, Kent TN25 6SX

Contact Sarah Roots Tel 01303 817515 email [email protected] web www.rpassure.co.uk

The government’s welfare reform and predicted sharp increase in rent arrears highlight it’s more important than ever for registered providers to find new ways to protect their income streams. Working in partnership with Lockton, RP Assure provides innovative risk mitigation solutions which help social landlords safeguard their income. Visit www.rpassure.co.uk

Rainmaker Energy 27Colston House, Market Place, Fairford GL7 4AB

Contact James Jeynes Tel 07740 192123 email [email protected] web www.rainmakerenergy.co.uk

Rainmaker Energy is a privately-owned renewable energy company with offices in Johannesburg, Cape Town and London. We develop, own, and operate renewable energy projects, with our core focus being large to utility-scale onshore wind, and solar photovoltaic (PV). More than just a developer, Rainmaker Energy prefers to assume an active role in the operations and management of its renewable energy assets.

Real Asset Management 105Central Court Knoll Rise

Contact Kathryn Emerson Tel 01689 892137 email [email protected] web www.realassetmgt.co.uk

Real Asset Management (RAM) is the leading specialist provider of SORP/FRS 102 compliant component accounting software and services to the social housing sector. With a proven system that simplifies the transition to FRS 102 and the process of accounting for component replacements, RAM has been selected by over 180 housing associations.


Service Matters 63Garden Ct, Harry Weston Rd, Binley Business Pk, Binley, Coventry CV3 2SU

Contact Elly Hoult Tel 024 7643 8150 email [email protected] web www.servicematters.uk.com

As a division of Orbit Group, we understand the housing sector like no other professional service provider. What’s more, we reinvest any profitable earnings in building communities, meaning you’ll get a social return on your investment. You’ll receive cost-effective and innovative value adding services tailored to deliver savings, efficiencies and compliance through our highly skilled and qualified team of trusted advisors.

Shelton Development Services Ltd 145Astra House, Astra Works, The Common

Contact Andrew Markham Tel 014 8327 8444 email [email protected] web www.s-d-s.co.uk

If you’re investing a small fortune on social housing schemes, how sure are you that your current development software is up to the job? At SDS, we’ve been providing innovative software solutions to the housing sector for over 20 years. You can appraise, manage and benchmark your entire development programme with us.

Smith & Williamson 825 Moorgate, London EC2R 6AY

Contact Jonathan Pryor Tel 020 7131 4235 email [email protected] web www.smith.williamson.co.uk

Smith & Williamson’s dedicated social housing team provides specialist audit, tax, pensions, forensic and business plan validation services as well as HR and pay support to housing associations across the sector. Our team of specialists provide FRS 102 implementation advice and are working with over 20 Registered Providers on training, impact assessments and technical guidance.

Standard & poor’s Ratings Services 6620 Canada Square, Canary Wharf, London E14 5LH

Contact Laura Chalk Tel 020 7176 3720 email [email protected] web www.spratings.com

Standard & Poors’ Rating Services, part of McGraw Hill Financial (NYSE: MHFI), is the world’s leading provider of independent credit risk research and benchmarks. With over 1,400 credit analysts in 23 countries, and more than 150 years of experience, we offer a unique combination of global coverage and local insight.

Savills 8833 Margaret Street, London W1G OJD

Contact Robert Grundy Tel 020 7877 4596 email [email protected] web www.savills.co.uk

Savills Housing and Healthcare Division provides a unique consultancy service to housing associations, local authorities, universities, residential investors and care providers throughout the UK. Combining development consultants, valuers, building surveyors, treasury specialists and management consultants we provide an integrated service to our clients across the UK.

Exhibitor profiles

The Monarch partnership 130Monarch House, 7-9 Stafford Road, Wallington, Surrey SM6 9AN

Contact Bikram Aujla Tel 020 8835 3535 email [email protected] web www.monarchpartnership.co.uk

Monarch has served the housing sector for many years. As utility cost consultants we have successfully reduced our clients’ utility expenditure and the burden of managing multi-sites. We would welcome the opportunity to meet with you and demonstrate how our services can be of benefit to your organisation.

This Housing (Thistle Insurance Services Ltd) 124Oakwood, Grove Pk Industrial Est, Waltham Rd, Maidenhead SL6 3LW

Contact Marc Bates Tel 07766 603115 email [email protected] web www.thishousing.co.uk

This Housing has been providing specialist insurance and risk management solutions to the social housing sector for over 20 years. Our experienced team understand the issues the sector face and have the knowledge and skills to create an insurance solution that will meet your requirements now and in the future.

Sapphire Systems plc 229Northern & Shell Building, 10 Lower Thames Street, London EC3R 6AF

Contact Tamas Nagy Tel 020 7648 2000 email [email protected] web www.sapphiresystems.com

Sapphire Systems is an established global provider of world-leading Enterprise Resource Planning and Financial Management Solutions, offering software, services and support to over 800 customers worldwide. Established in 1993, and with offices in the UK, USA, Australia and Asia, Sapphire offers 24x5 support as standard.

xLprint Europe 9Building 3, Chiswick Park, 566 Chiswick High Road, London W4 5YA

Contact Jarrod Sampson Tel 020 3291 3104 email [email protected] web www.xlprint.com/UKLG

Reduce costs, remove pain and add value to your outgoing communications, without changing core systems. Join 650+ existing customers and deliver your documents, your way. Intelligently improved: more efficient communications that drive positive outcomes; fast, low-cost communications with automated electronic delivery and self-funded savings from your mailing arrangements.


Zurich Municipal 96Zurich House, 2 Gladiator Way, Farnborough, Hampshire GU14 6GB

Contact Michael Hutchison Tel 07801 135929 email [email protected] web www.zurichmunicipal.co.uk

Zurich Municipal is one of the leading providers of risk and insurance solutions to the social housing sector.

We care about the issues and challenges our social housing customers face, and aim to make it simple for you to identify, buy and use the insurance and risk management services required.

Our dedicated team will work closely with you, supporting you by sharing our expertise and knowledge.

visualmetrics 136Metrics House, Hilliards Court, Chester Business Park, Chester CH4 9QP

Contact Richard Merrick Tel 0870 760 6467 email [email protected] web www.visualmetrics.co.uk

visualmetrics, in partnership with Places for People, has developed the award-winning Neighbourhood Management Solution - Neighbourhub. Neighbourhub works via a five-stage process, from defining your housing stock, to identifying specific actions to improve performance. Neighbourhub has allowed Places for People to make significant surplus per property financial improvements in their most challenging neighbourhoods

voice Connect Ltd 234Fir Tree Lane, Groby, Leicestershire LE6 0FH

Contact Voice Connect Ltd Tel 0116 232 4640 email [email protected] web www.voiceconnect.co.uk

Voice Connects self-serve automated payment solution allows tenants to pay their rents 24 hours a days, 365 days a year without the need for your offices to be open. Integrating with your in-house systems we provide a quick, easy, secure and seamless payment solution for the payment of tenant rents.

Trowers & Hamlins LLp 583 Bunhill Row, London EC1Y 8YZ

Contact Isobel Algar Tel 020 7423 8108 email [email protected] web www.trowers.com

Trowers & Hamlins has the largest, most experienced team of housing finance legal experts in the UK. We are market leaders offering a professional, informed, competitively priced service. We can assist with capital market issues, placements, loans, hedging and property charging, as well as any contractual discussions or disputes with your lenders.

vantage Business Solutions 142Orchard Chambers, 4 Rocky Lane, Heswall, Wirral CH60 0BY

Contact Tony Bryan Tel 0151 342 5989 email [email protected] web www.yourvantage.co.uk

Vantage Business Solutions have delivered sustainable improvements and maintenance cost savings to housing providers since 2001.

Our unique approach means if we don’t improve your business, you don’t pay us a penny. In the last five years alone we have achieved in excess of £60,000,000 savings for our clients.

TradeRisks Ltd 1121 Great Winchester Street, London EC2N 2JA

Contact Pete Redman Tel 020 7382 0900 email [email protected] web www.traderisks.com

TradeRisks Limited is a corporate finance firm providing independent advice, financing, risk management solutions to 35 leading housing associations. We minimise funding and hedging execution costs. TradeRisks has been involved in half the own-name public bonds in the social housing sector since 2010; more than any other adviser or bank.

Triodos Bank 75Deanery Road, Bristol BS1 5AS

Contact Contact Team Tel 0800 328 2181 email [email protected] web www.triodos.co.uk

Triodos is Europe’s leading sustainable bank. In the UK, social housing is one of our largest sectors of lending; we currently have over £230m of long term lending facilities to over 30 different housing association customers, and would typically provide up to £10m for a first facility.


Product & service indexACCOUNTANTS

4 Eyes Ltd Baker TillyBDO LLPBeever and StruthersCrowe Clark WhitehillDeloitte LLPGrant Thornton UK LLPHaysKPMG LLPLloyds BankMazars LLPPricewaterHouseCoopers LLPSmith & Williamson

ADvICE

4 Eyes LtdArk Housing Consultancy LLPCommercial Initiatives Ltd JC Rathbone Associates (JRCA) KPMG LLPMazars LLPPricewaterHouseCoopers LLPRobertson BellService MattersSmith & Williamson This Housing (Thistle Insurance Services Ltd)

ASSET MANAGEMENT

Ark Housing Consultancy LLPAspreyBI (Asprey Management Solutions Ltd)Bruton Knowles Civica UK Limited Kypera LtdM&G InvestmentsPricewaterHouseCoopers LLPReal Asset ManagementRoyal London Asset ManagementSavills Service MattersSmith & Williamson visualmetricsVoice Connect Ltd

AUDIT

BDO LLPCrowe Clark WhitehillFISCAL Technologies Grant Thornton UK LLPKPMG LLPMazars LLPPricewaterHouseCoopers LLPService Matters

AUDIT RISk MANAGEMENT

Ark Housing Consultancy LLPBDO LLPFISCAL Technologies Grant Thornton UK LLPKPMG LLPMazars LLPPricewaterHouseCoopers LLPService Matters

BANkS

DEXIA Management Services Royal Bank of ScotlandSantander Corporate and Commercial BankTriodos Bank

BUILDING SOCIETIES

Nationwide Building Society

BUSINESS ADvISORS

4 Eyes LtdArk Housing Consultancy LLPBDO LLPBruton KnowlesCrowe Clark WhitehillGrant Thornton UK LLPKPMG LLPMazars LLPPricewaterHouseCoopers LLPSavillsSmith & Williamson

BUSINESS INTELLIGENCE

Ark Housing Consultancy LLPAspreyBI (Asprey Management Solutions Ltd)BDO LLPBrixx Solutions LtdCapita Integrated Business SolutionsCFMS - Corporate Financial Management Systems FISCAL Technologies HouseMarkLAKE Financial SystemsProcurement for HousingReal Asset Managementvisualmetrics

BUSINESS pLANNING

Ark Housing Consultancy LLPBDO LLPBrixx Solutions LtdCFMS - Corporate Financial Management Systems CommunicationsCommercial Initiatives Ltd Grant Thornton UK LLPKPMG LLPPricewaterHouseCoopers LLPSmith & Williamson TradeRisks Limited


CHARITIES

KPMG LLPMazars LLPPricewaterHouseCoopers LLPVoice Connect LtdComplianceArk Housing Consultancy LLPGrant Thornton UK LLPInvu Services LimitedKPMG LLPPricewaterHouseCoopers LLPProcurement for HousingReal Asset ManagementService Matters

COMMUNICATIONS Voice Connect Ltd

CONSULTANTS

4 Eyes LtdArk Housing Consultancy LLP

CUSTOMER REWARD pROGRAMMES

BDO LLPCommercial Initiatives Ltd Finalysis UK Limited GBSHHaysHymans Partners LtdJC Rathbone Associates (JRCA) JLLKPMG LLPKypera LtdMazars LLPNational Housing Federation Insurance ServicesOpus Information Technology LtdPlaces for People Procurement for HousingRobertson BellSavillsService MattersSmith & Williamson The Monarch Partnership Vantage Business Solutions

DATA CApTURE

Ark Housing Consultancy LLPCFMS - Corporate Financial Management Systems Invu Services Limited

DATA WAREHOUSING

CFMS - Corporate Financial Management Systems visualmetrics

DIGITAL MAppING

PricewaterHouseCoopers LLP

DISASTER RECOvERY

Capita Integrated Business SolutionsInvu Services LtdKPMG LLPPricewaterHouseCoopers LLP

DOCUMENT SCANNING & MANAGEMENT

Capita Integrated Business Solutions

ECONOMISTS

Invu Services LtdLAKE Financial SystemsEconomists KPMG LLP

EDUCATION/TRAINING

Ark Housing Consultancy LLP

ExTERNAL AUDIT

BDO LLPGrant Thornton UK LLPKPMG LLPMazars LLPPricewaterHouseCoopers LLPSmith & Williamson

FINANCIAL ADvISORS

BDO LLPBWNLCanaccord GenuityFinalysis UK LtdGrant Thornton UK LLPJC Rathbone Associates (JRCA) Mazars LLPSmith & Williamson TradeRisks Ltd

FINANCIAL MANAGEMENT

allpayArk Housing Consultancy LLPBDO LLPCapita Integrated Business SolutionsCFMS - Corporate Financial Management Systems FISCAL Technologies Infor & Professional AdvantageInvu Services LtdKPMG LLPKypera LtdLAKE Financial SystemsMazars LLPPricewaterHouseCoopers LLPSmith & Williamson Voice Connect Ltd

FORECASTING

Ark Housing Consultancy LLPBrixx Solutions Ltd


Product & service indexHOUSING ASSOCIATIONS

Places for People

HOUSING MANAGEMENT

Ark Housing Consultancy LLPPlaces for People Savillsvisualmetrics

HOUSING MANAGEMENT SYSTEMS

Aareon UKArk Housing Consultancy LLPCFMS - Corporate Financial Management Systems Invu Services LtdKypera LtdOpus Information Technology Ltd

HR SYSTEMS

KPMG LLPSmith & Williamson

INSURANCE

Arthur J. Gallagher Housing Ltd Crawford & CompanyNational Housing Federation Insurance ServicesRP AssureThis Housing (Thistle Insurance Services Ltd)Zurich Municipal

INvESTMENT MANAGEMENT

Ark Housing Consultancy LLPKPMG LLPM&G InvestmentsRoyal London Asset ManagementSmith & Williamson

IT SERvICES

allpayArk Housing Consultancy LLPBanking Automation LtdBDO LLPCastle Computer ServicesCFMS - Corporate Financial Management Systems IntrinsicKypera LtdOpus Information Technology Ltd OrchardPlaces for People MAINTENANCE

Ark Housing Consultancy LLPPlaces for People

MANAGEMENT CONSULTANTS

Ark Housing Consultancy LLPBDO LLPBiscon Planning LtdCommercial Initiatives Ltd KPMG LLPPricewaterHouseCoopers LLPSavillsSmith & Williamson

pAYROLL

BDO LLPMazars LLPSmith & Williamson

pENSIONS

BDO LLPFirst Actuarial LLPHymans Partners LtdKPMG LLPMazars LLPPricewaterHouseCoopers LLPSmith & Williamson

pERFORMANCE MANAGEMENT

Ark Housing Consultancy LLPCFMS - Corporate Financial Management Systems KPMG LLPLAKE Financial SystemsVisualmetrics

pROCUREMENT

Ark Housing Consultancy LLPCapita Integrated Business SolutionsInfor & Professional AdvantageKPMG LLPLAKE Financial SystemsNational Housing Federation Insurance ServicesOfficeTeam LtdPlaces for People Procurement for HousingSavillsService Matters

pROJECT MANAGEMENT

Ark Housing Consultancy LLPBDO LLPCFMS - Corporate Financial Management Systems Crawford & Company HaysKPMG LLPKypera LtdPricewaterHouseCoopers LLPRobertson Bell

pUBLICATIONS/MEDIA

Inside Housing


RATING

Moody’s Investors ServiceStandard & Poor’s Ratings Services

RECRUITMENT/pERSONNEL

Allen Lane Interim & Permanent RecruitmentHaysMichael Page (part of Page Group)Robertson Bell

REFURBISHMENT


REGENERATION

Ark Housing Consultancy LLPPlaces for People PricewaterHouseCoopers LLP

RESEARCH


REvENUE COLLECTION

allpayBanking Automation LtdVoice Connect Ltd

RISk MANAGEMENT

Ark Housing Consultancy LLPArthur J. Gallagher Housing LtdBDO LLPCommercial Initiatives LtdFISCAL Technologies JC Rathbone Associates (JRCA) Smith & Williamson This Housing (Thistle Insurance Services Ltd)TradeRisks Ltd Zurich Municipal

SOFTWARE

allpayAspreyBI (Asprey Management Solutions Ltd)Brixx Solutions LtdCapitaCapita Integrated Business SolutionsCivica UK LtdFISCAL Technologies Infor & Professional AdvantageKypera LtdLAKE Financial SystemsM3Real Asset ManagementShelton Development Services Ltd

SOLICITORS

Clarke Willmott LLPTrowers & Hamlins LLP

STOCk CONDITION

Ark Housing Consultancy LLPBruton KnowlesCivica UK LtdSavills

STRUCTURED FINANCE

KPMG LLPSmith & Williamson

SURvEYORS

Crawford & Company Savills

TAx

4 Eyes LtdBDO LLPCrowe Clark WhitehillGrant Thornton UK LLPJLLKPMG LLPPricewaterHouseCoopers LLPSmith & Williamson

TECHNICAL BUILDING SERvICES

Ark Housing Consultancy LLPCrawford & Company

TELECOMMUNICATIONS

Voice Connect Ltd

TENANT pARTICIpATION


TRAINING

Ark Housing Consultancy LLPBDO LLPKPMG LLPRobertson BellService Matters

TREASURY SERvICES

BWNLFinalysis UK LtdKPMG LLPPricewaterHouseCoopers LLPSalmon Software Ltd SavillsSmith & Williamson TradeRisks Ltd

vAT

BDO LLPCrowe Clark WhitehillGrant Thornton UK LLPKPMG LLPMazars LLPSmith & Williamson

All Exhibitor profiles and index categories have been supplied electronically by the organisations listed and whilst great care has been taken to ensure the details are correct at the time of going to press, neither Foremarke Exhibitions Ltd nor the National Housing Federation accept responsibility for any error, omissions, or claims made in the guide or at the exhibition. Logos next to entries in the guide are booked by individual exhibitors as an option. Please note that the categories under which an exhibitor appears have been selected by the exhibitor.

© All rights reserved. No part of this publication may be reproduced, stored in any retrieval system or transmitted in any form by any means electronic, photographic, recorded or otherwise.


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A company of Aareal Bank Group


What else you need to know

AccommodationIf you have booked a residential delegate place, your room will be ready from 15:00. On your day of departure, please vacate your room by 09:30 and return your keys to the accommodation desk in the Student Union, or drop them in the key drop box in the accommodation halls or by Rootes Restaurant.

Cloakroom and left luggage facilityThere is a left luggage facility in the Arts Centre and Student Union. Neither Federation nor venue staff will accept personal belongings for safekeeping. These should be kept with you at all times or left in the designated luggage store.

Special dietary requirementsIf you have advised us of any special dietary requirements in advance, a suitable meal will be prepared for you. This may not be on the counter in Rootes Restaurant, so please ask any member of venue staff for assistance. Alternative products such as gluten free, soya or nut free will be highlighted with labels.

Conference surveyThe National Housing Federation values your comments about the quality and importance of the conference programme and facilities. Delegates are asked to complete an online survey which will help plan future events and deliver maximum benefit.

To give us your feedback keep an eye out for the email with the link to the survey. Alternatively use the QR code, complete the survey on the app or go straight to www.surveymonkey.com/s/FIN0315

Speakers’ presentations and audio recordingsWhere they have been received in advance, presentations will be available on the event app. After the conference, presentations and audio recordings will available on a secure site for you to download. We will send you an email as soon as they are ready.

DisclaimerThis programme is correct at the time of going to press. In the event of one or more of the advertised speakers being unable to attend, we reserve the right to make alterations or substitutions to the programme. All timings are provisional and may be subject to change. Views expressed by speakers are their own. The National Housing Federation disclaims any liability for advice given or views expressed by any speaker at the event or in notes or documentation provided for the delegates.

Conference registrationThe Federation’s registration and enquiry desks are located in the Arts Centre and are open as follows: Tuesday 17 March: 15:00 – 17:00

Wednesday 18 March: 08:30 – 18:30

Thursday 19 March: 09:00 – 15:40 Registration sponsored by

Conference security and name badgesFor security reasons, delegates are requested to wear their name badges at all times during the conference.

Conference sessionsDelegates should attend the sessions they pre-selected when booking their conference place. Where you have not indicated a session preference, or you have been contacted and informed that your original session choice is full or cancelled, you may choose to attend any alternative session not indicated as fuLL. Please visit the registration desk for more information.

ExhibitionMake sure you take time to visit our exhibition which is located in a marquee in car park 8a. Comprehensive information is available in this guide and on the app.The exhibition will be open:

Wednesday 18 March: 09:15 – 23:00

Thursday 19 March: 09:00 – 15:00 Please take time to visit the Federation stand number 41 for the latest information on Federation products and services.

DOWNLOAD THE APP! Search for ‘NHF Finance’ in the App Store or Google Play

Housing Finance Exhibition 2015 is organised on behalf of the National Housing Federation by Foremarke Exhibitions Ltd. For information about any of the Federation’s exhibitions, or for details about sponsorship opportunities, please contact Foremarke on 020 8877 8899 or [email protected] during the exhibition and conference by organisations who are not represented in the exhibition is strictly prohibited. Failure to comply will result in you being asked to leave the venue.

020 8877 8899 [email protected] 212 St Ann’s Hill, London SW18 2RU TW: @foremarke

Member of:


The National Housing Federation is the voice of affordable housing in England. We believe that everyone should have the home they need at a price they can afford. That’s why we represent the work of housing associations and campaign for better housing.

Our members provide two and a half million homes for more than five million people. And each year they invest in a diverse range of neighbourhood projects that help create strong, vibrant communities.

@natfedevents

#NHFFinanceJoin us on LinkedIn

Find us on Facebook

For a brochure on any of these events visit www.housing.org.uk/events or email [email protected] stating the event name and we will send you information.

For full details of all our forthcoming events and for the latest news and policy updatesvisit the National Housing Federation’s website www.housing.org.uk

Forthcoming events 2015-16

MAY-JUNE Stress testing and asset and liability registers; Safeguarding your business roadshows: Various locations SEPTEMBER Service Charges Conference, London

23-25 SEPTEMBER Annual Conference and Housing Exhibition, ICC, Birmingham

6 OCTOBER Treasury Management Conference, 30 Euston Square, London

OCTOBER Demystifying Finance for Board Members, London and Manchester 3 DECEMBER Audit Conference, The REP, Birmingham

14 JANUARY Risk Conference, The REP, Birmingham

23-24 MARCH Housing Finance Conference and Exhibition, University of Warwick, Coventry

For a brochure on any of these events visit www.housing.org.uk/events or email [email protected] stating the event name and we will send you information.

For full details of all our forthcoming events and for the latest news and policy updatesvisit the National Housing Federation’s website www.housing.org.uk

*Source: M&G as at 30 September 2014. M&G Investment Management Limited is registered in England and Wales under numbers 936683 with its registered office at Laurence Pountney Hill, London EC4R 0HH. M&G Investment Management Limited is authorised and regulated by the Financial Conduct Authority in the UK. The services and products provided by M&G Investment Management Limited are available only to investors who come within the category of the Professional Client as defined in the Financial Conduct Authority’s Handbook they are not available to individual investors, who should not rely on this communication. 0330/MC/0215 FEB 15 / 27511

M&G has been investing in social housing debt for over 20 years. To date, we have lent over £5.2bn*, making us one of the largest non-bank lenders to the sector in the UK.

We offer the full range of debt plus sale and leaseback finance to Housing Association Registered Providers:

• Public bonds

• Private placements

• Bi-lateral “bank replacement finance”

• Sale and leaseback / lease and leaseback

We would be delighted to talk to you about your requirements directly or through your usual advisor.

For further information contact Mark Davie, Head of Social Housing on 020 7548 2583 or email [email protected]

27511 24housing social housing advert - fixed income_04.indd 1 19/02/2015 14:42

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Call Sian on 0191 255 1931,email her at [email protected],or find us at the National Housing Federation’s Housing Finance Exhibition, Stand 135.

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