These events are arranged by Connect and it’s associates and aimed at Mortgage Intermediaries.
How to Read Accounts – how can we understand the accountant's work? – The self-employed sector of the workforce is long time underserved; Tandem Bank will look to take you through the process of reading and understanding accounts to allow you to place this type of business confidently. *Understanding the size of the self employed… Read More »Tandem 2024 | How to Read Accounts
Protect the People and Protect the Property are core to our property purchase and mortgage advice process to ensure our customers are fully aware of the impact on their financial well-being should they encounter any nasty surprises. As advisers, a documented conversation with every customer on protection is the minimum requirement, followed by the choice… Read More »Connect Protection ‘Learn & Earn’ Masterclass
Gurdeep Bahra, Business Development Manager at BM Solutions Claire Biddick, Business Development Manager at BM Solutions Gurdeep Bahra, Claire Biddick, and Michelle Preston invite you to join them for an insightful and educational event hosted by BM Solutions. This CPD Event, "Mortgage Fraud Awareness Training on Income & Employment," is designed to equip professionals with… Read More »BM Solutions | Mortgage Fraud Awareness Tuesday 6th 2024
Gurdeep Bahra, Business Development Manager at BM Solutions Claire Biddick, Business Development Manager at BM Solutions Gurdeep Bahra, Claire Biddick, and Michelle Preston invite you to join them for an insightful and educational event hosted by BM Solutions. This CPD Event, "Mortgage Fraud Awareness Training on Income & Employment," is designed to equip professionals with… Read More »BM Solutions | Mortgage Fraud Awareness Tuesday 13th 2024
The Specialist Lending Event aims to help advisers boost industry acumen and product knowledge and enable strategic thinking for their business. You can expect a packed agenda of presentations and panel discussions at any of our four event venues, which will help deepen your understanding and knowledge of the specialist parts of the market in… Read More »Specialist Lending 2024 | Wetherby Racecourse
The Specialist Lending Event aims to help advisers boost industry acumen and product knowledge and enable strategic thinking for their business. You can expect a packed agenda of presentations and panel discussions at any of our four event venues, which will help deepen your understanding and knowledge of the specialist parts of the market in… Read More »Specialist Lending 2024 | Toughsheet Community Stadium | Bolton
The 10-week programme will be sessions of up to an hour every Friday that are fully CPD accredited so that you will hit 2/3rds of your Insurance CPD requirement for the year. Session 5: L&G Deadline to Breadline. “Protection Matters” Training Series Together with the demands (and opportunities) that consumer duty presents, the protection business… Read More »“Protection Matters” Training Series | Session 5: L&G Deadline to Breadline
You're invited to our Mortgage News Live webinar on LinkedIn! Join us where our panel of experts will explore the whirlwind of challenges caused by rapid rate rises, discuss how brokers can find calm in this storm, and delve into trending topics in the mortgage industry. Brought to you in partnership with The Intermediary and Newspage, our… Read More »Mortgage News Live | Insights, rates and wellbeing
The 10-week programme will be sessions of up to an hour every Friday that are fully CPD accredited so that you will hit 2/3rds of your Insurance CPD requirement for the year. Session 6: The Exeter Handling Objections. “Protection Matters” Training Series Together with the demands (and opportunities) that consumer duty presents, the protection business… Read More »“Protection Matters” Training Series | Session 6: The Exeter Handling Objections
OMS is hosting a CPD-accredited joint webinar with Uinsure to showcase how to use the Uinsure integration on your OMS platform. Uinsure is a cutting-edge platform designed to remove the complexities of insurance sourcing using technology for new and existing customers. This joint webinar is an opportunity to explore Uinsure with a live demonstration from… Read More »Uinsure and OMS integration | Webinar
The 10-week programme will be sessions of up to an hour every Friday that are fully CPD accredited so that you will hit 2/3rds of your Insurance CPD requirement for the year. Session 7: LV Wake up to IP. “Protection Matters” Training Series Together with the demands (and opportunities) that consumer duty presents, the protection… Read More »“Protection Matters” Training Series | Session 7: LV Wake up to IP
We know that there are some of the world's best-kept secrets within the lending policy that will undoubtedly help brokers see more opportunities and write more business. We have arranged the “Best Kept Secrets” Broker Event at Formby Hall Golf Resort & Spa on the morning of Tuesday, 27th February. It is FREE for Brokers… Read More »Chorley Building Society | The Best Kept Secret’s Broker Event
The 10-week programme will be sessions of up to an hour every Friday that are fully CPD accredited so that you will hit 2/3rds of your Insurance CPD requirement for the year. Session 8: The Connect Training and Compliance Teams process and advice standards. “Protection Matters” Training Series Together with the demands (and opportunities) that… Read More »“Protection Matters” Training Series | Session 8: Connect Training and Compliance Teams
Protect the People and Protect the Property are core to our property purchase and mortgage advice process to ensure our customers are fully aware of the impact on their financial well-being should they encounter any nasty surprises. As advisers, a documented conversation with every customer on protection is the minimum requirement, followed by the choice… Read More »Connect Protection ‘Learn & Earn’ Masterclass
NEW YEAR! NEW LENDERS! NEW OPPORTUNITIES! EARN CPD AND BOOST YOUR KNOWLEDGE IN 4 KEY AREAS OF LENDING WITH CONNECT AND LENDER PARTNERS Join us for our Spring Connect4Tours, where you can spend a content-packed morning with the Connect Team and Lender Partners for Panel and Roundtable Sessions. This interactive knowledge-boosting event will focus on… Read More »Connect 4 Tour 2024 | Manchester
The 10-week programme will be sessions of up to an hour every Friday that are fully CPD accredited so that you will hit 2/3rds of your Insurance CPD requirement for the year. Session 9: UnderwriteMe Using the platform to underwrite clients with health issues. “Protection Matters” Training Series Together with the demands (and opportunities) that… Read More »“Protection Matters” Training Series | Session 9: UnderwriteMe
NEW YEAR! NEW LENDERS! NEW OPPORTUNITIES! EARN CPD AND BOOST YOUR KNOWLEDGE IN 4 KEY AREAS OF LENDING WITH CONNECT AND LENDER PARTNERS Join us for our Spring Connect4Tours, where you can spend a content-packed morning with the Connect Team and Lender Partners for Panel and Roundtable Sessions. This interactive knowledge-boosting event will focus on… Read More »Connect 4 Tour 2024 | Watford
The 10-week programme will be sessions of up to an hour every Friday that are fully CPD accredited so that you will hit 2/3rds of your Insurance CPD requirement for the year. Session 10: Uinsure The easy way to do GI business “Protection Matters” Training Series Together with the demands (and opportunities) that consumer duty presents,… Read More »“Protection Matters” Training Series | Session 10: Uinsure
Consumer Trends Unveiled The CI Expert Insight report will take centre stage, revealing insights from 5000 consumers and over 300 advisers. The CI Expert report not only uncovers prevailing purchasing patterns among clients but also underscores the differences between client intentions and adviser anticipations. It will be supported by the Vitality Claims and Benefits report highlight the… Read More »Consumer Trends Unveiled | A Deep Dive into the Protection Market
Join us at 10 a.m. on March 15th for an insightful fireside chat led by Matthew Hindmarch, a business consultant with over three and a half years of industry experience. Accompanying him is Joanne Brooks, a highly regarded protection specialist from Vitality, who brings a wealth of expertise to the table. The CI Expert Insight report will take centre… Read More »Vitality: Consumer Trends Unveiled | A Deep Dive into the Protection Market
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
