Connect Appoints Neve Birch

Square 600×600 announcement graphic in dark and light blue with large white Open Sans-style text “CONNECT APPOINTS NEVE BIRCH” on the left, and a professional headshot of a woman with long brown hair in a dark blazer and white top on the right; the CONNECT for Intermediaries logo appears below the text

Connect Appoints Neve Birch | Connect Strengthens Adviser Support with Appointment of Neve Birch as Business Relationship Manager.  We are proud to welcome Neve Birch as Business Relationship Manager, reinforcing our award-winning commitment to supporting Appointed Representatives (ARs) and accelerating network growth. Neve brings a wealth of experience across mortgage distribution and fintech, having held […]

Consumer Duty in 2025: Turning Client Data Into Better Outcomes

Consumer Duty in 2025 represented by customer outcome, fairness, trust, compliance and review icons in Connect’s blue brand colours.

Consumer Duty in 2025: By 2025, Consumer Duty was established across open and closed retail products. The focus was no longer whether firms had introduced the required policies. The more important question was whether those policies improved real client outcomes. For mortgage advisers and Connect appointed representatives, this placed greater importance on outcome monitoring, vulnerability, […]

Life After CAS: Building a Sustainable Adviser Business

Life After CAS: mortgage adviser development, compliance support, lender access and business growth.

Life After CAS: Achieving Competent Adviser Status is an important professional milestone. However, it does not mark the end of an adviser’s development. Life after CAS is where knowledge must become consistent professional practice. Advisers need to maintain competence, produce clear files, understand changing lender criteria and build a business that can support clients over time. […]