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26

Insights

How mortgage advisers should support their vulnerable customers

Oct 20, 2022
John Somerville
Mortgage advisers – and others who work in financial services – may understand what’s happening in the economy and how it relates to mortgages, equity release, pensions and investments. But many customers are anxious and vulnerability is spreading.
How mortgage advisers should support their vulnerable customers

How mortgage advisers should support their vulnerable customers

Oct 20, 2022
John Somerville
How mortgage advisers should support their vulnerable customers

Why green mortgages are about more than sustainability

Oct 17, 2022
Lee Coates
With the new Consumer Duty coming into play, green mortgages have become about meeting basic client needs. So how should you, as a mortgage adviser, approach client conversations to avoid costly mistakes?
Why green mortgages are about more than sustainability

Why green mortgages are about more than sustainability

Oct 17, 2022
Lee Coates
Why green mortgages are about more than sustainability

Jobs in finance: why work in banking and finance?

Oct 13, 2022
Juno Baker
Have you recently graduated or just left school? Perhaps you’re thinking about what to study at university? Whatever stage you’re at, if you like a challenge, working in a team and solving problems, a career in finance could be for you.
Jobs in finance: why work in banking and finance?

Jobs in finance: why work in banking and finance?

Oct 13, 2022
Juno Baker
Jobs in finance: why work in banking and finance?

Advising mortgage customers on insurance

Oct 10, 2022
Gordon Reid
Given the cost-of-living crisis, it’s no wonder people are looking at how to cut their outgoings. But as a mortgage or financial adviser, you need to help your customers make the right decisions. Gordon Reid looks at how you can help customers stick with policies they may not think they need, but definitely do.
Advising mortgage customers on insurance

Advising mortgage customers on insurance

Oct 10, 2022
Gordon Reid
Advising mortgage customers on insurance

The new Consumer Duty and mortgage advisers

Sep 20, 2022
Gordon Reid
The Financial Conduct Authority’s (FCA’s) new Consumer Duty states that advisers must “avoid causing foreseeable harm to retail customers”. But what does that mean for you as a mortgage adviser? And how will it influence the advice you offer during the current cost-of-living crisis?
The new Consumer Duty and mortgage advisers

The new Consumer Duty and mortgage advisers

Sep 20, 2022
Gordon Reid
The new Consumer Duty and mortgage advisers

How to prepare for the FCA’s new Consumer Duty

Aug 30, 2022
John Somerville
The Financial Conduct Authority’s (FCA’s) new rules are likely to be the biggest shake up of financial services since the Retail Distribution Review and the Mortgage Market Review. John Somerville, our Head of Financial Services, sets out what this means for mortgage and financial advice firms – and how to prepare yourself for a more consumer-led world.
How to prepare for the FCA’s new Consumer Duty

How to prepare for the FCA’s new Consumer Duty

Aug 30, 2022
John Somerville
How to prepare for the FCA’s new Consumer Duty

How a digital badge highlights professionalism

Aug 25, 2022
Mutahara Gofur
In an increasingly fast-paced digital world, banking and finance professionals are discovering they need something to help them stand out from the crowd – particularly in their marketing and digital communications. A digital badge can help you do just that – whether you’re promoting your business or planning the next step in your career.
How a digital badge highlights professionalism

How a digital badge highlights professionalism

Aug 25, 2022
Mutahara Gofur
How a digital badge highlights professionalism

Why take an advanced mortgage qualification

Aug 15, 2022
Gordon Reid
You may be an experienced mortgage adviser, but – with inflation and the cost of living continuing to rise – today’s mortgage market presents new challenges. Gordon Reid looks at the issues, how they impact advisers and how you can prepare yourself for what’s ahead.
Why take an advanced mortgage qualification

Why take an advanced mortgage qualification

Aug 15, 2022
Gordon Reid
Why take an advanced mortgage qualification

How to support vulnerable customers in banking and finance

Aug 08, 2022
Paul Stallard
If your in customer services, how can you support customers who find themselves in financial distress? Interest rate rises, out of control inflation, supply chain disruption and an all-round increase in the cost of living are creating financial hardship – particularly among borrowers.
How to support vulnerable customers in banking and finance

How to support vulnerable customers in banking and finance

Aug 08, 2022
Paul Stallard
How to support vulnerable customers in banking and finance