These events are arranged by Connect and it’s associates and aimed at Mortgage Intermediaries.
• Discusses L&Gs 2020 Deadline to Breadline research.
• Revisits the perception and reality gaps and delves deeper
into the myths and misconceptions that prevent consumers
from engaging further with their financial plans
• Shares hints and tips to overcome these common barriers
Platform: GoTo Webinar Content: In an environment where people are feeling financially vulnerable like never before, protection products and product features can seem complex and it can be difficult for clients to appreciate the value they provide. In this webinar the industry experts from Protection Guru and LV= will bring you up to speed on… Read More »Must-have protection tools to help you engage and retain clients, with Protection Guru
Platform: Bizzabo Content: Do you have clients looking to begin or add to their property portfolio? There could be many benefits in purchasing residential buy-to-lets through a limited company. Chris Sherlock, Relationship Director Barclays Corporate, will lead this session offering an overview of the ways this can be achieved to best advantage. Post presentation, Chris… Read More »Barclays – Let’s Talk about Real Estate – Opening the door to a buy-to-let profile
Platform: BrightTalk Content: Social media is the single biggest marketing opportunity available to your mortgage business - but with new platforms springing up every five minutes, it can be difficult to know where to focus your energy to drive real results. Stuffed with up-to-the-minute tips, our 45 min session is designed to teach you your… Read More »Social media for advisers – Selling your mortgage business on social
Platform: Zoom Content: With the end of Q1 quickly approaching, the March Question of Knowledge is here! Friday 26th March 12PM | Approx. 1 Hour Nicola Firth, Roger Morris and Liza Campion will once again be occupying the virtual communal area for their monthly discussion, this time based around HMO’s! We will be focussing on: The history of… Read More »KnowledgeBank Think you know HMO?
Join presenter Dan Wall from Aviva as he talks about mental health. He'll be:
• Discussing the effects that mental health has on income
protection claims
• Explaining how Aviva assess mental health at underwriting stage
• Describing the benefits and support Aviva offers to help
customers and their families with potential mental health
issues
• Explaining the statistics around mental health in the UK
Platform: Zoom Content: Join us for our next LIVE Criteria Clinic at 10am on Monday 29th March where we will be answering your questions on criteria relating to Complex Income Types and helping you place those cases. This Clinic will be hosted by our CEO and Founder, Nicola Firth and joining us to answer your questions and give you some valuable insight into this… Read More »Knowledge Bank Criteria Clinic – Complex Income Types
There has been an increase in the number of UK adults in vulnerable circumstances as a result of the pandemic*. Consequently, the FCA has now issued its ‘Finalised Guidance’ to ensure the fair treatment of vulnerable customers, and this topic remains high on their agenda.
Platform: BrightTalk Content: Join Craig Hall, Head of Broker Relationships & Propositions, in conversation with David O'Leary, Policy Director at the Home Builders Federation, as they discuss a range of challenges and opportunities within the housebuilding sector such as: • How has the housebuilding sector recovered since re-opening 10 months ago • The reaction to… Read More »L&G The Housebuilding Community – A look at the current landscape and beyond
Access to insurance has been one of the protection industry’s primary focus points since BIBA introduced the agreement to help make protection insurance more widely available in January last year. While much good work has been done to further the cause, there is still a long way to go before signposting can be considered as a common practise.
Join Financial Reporter and earn CPD hours while learning about the opportunities and challenges in the holiday lets sector. With face-to-face conversations from the comfort of your own desk and the chance to boost your professional development, you won't want to miss out.
Platform: GoTo Webinar Content: Join our protection specialist Adrian Bates for a look at the opportunities available to you in the Inheritance Tax Planning (IHT) space and how you can engage with your clients on the benefits of using regular premium life plans. Learning objectives: • Understand how your clients are affected by IHT •… Read More »Royal London – Protecting a legacy – The opportunities available
Join Scottish Widows for a webinar on Scottish Widows Protect and their approach to mental health and underwriting.
Platform: GoTo Webinar Content: CPD Learning Objective: To understand Royal London's Income Protection offering. REGISTER
Platform: Aviva Webex Content: Relevant Life and Employee Significant Illness REGISTER
Platform: Aviva Webex Content: Key Person and Loan Protection REGISTER
Platform: Aviva Webex Content: Shareholder Protection REGISTER
Platform: Aviva Webex Content: Key Person and Loan Protection REGISTER
Platform: Aviva Webex Content: Shareholder Protection REGISTER
Platform: Aviva Webex Content: Relevant Life and Employee Significant Illness REGISTER
Commission disclosure: We are a credit broker and not a lender. We have access to an extensive range of lenders. Once we have assessed your needs, we will recommend a lender(s) that provides suitable products to meet your personal circumstances and requirements, though you are not obliged to take our advice or recommendation. Whichever lender we introduce you to, we will typically receive commission from them after completion of the transaction. The amount of commission we receive will normally be a fixed percentage of the amount you borrow from the lender. Commission paid to us may vary in amount depending on the lender and product. The lenders we work with pay commission at different rates. However, the amount of commission that we receive from a lender does not have an effect on the amount that you pay to that lender under your credit agreement.
Making a Complaint: It is our intention to provide you with a high level of customer service at all times. If there is an occasion when we do not meet these standards and you wish to register a complaint, please write to: Compliance Department; Connect IFA Ltd, 39 Station Lane, Hornchurch, RM12 6JL or call: 01708 676110. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service www.financial-ombudsman.org.uk