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

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

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

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

Join us as Simon French, Chief Economist at Panmure Gordon and The Times columnist, revisits the UK’s economic landscape after the Budget. Simon will evaluate the enduring effects on economic growth, interest rates, and the property market, offering fresh insights and forecasting the path in our evolving financial environment. Hosted by John Goodall, CEO of Landbay. Topics include The… Read More »Landbay Spotlight | Navigating The Future of The UK Economy & Property Market

Join Tandem Bank, the greener specialist lender, for our first-ever live stream and physical attending event to learn about speeding up the legal process and removing the pain. You will receive a CPD Certificate, with learning outcomes, providing you with a deeper understanding of: How to avoid unnecessary delays on a residential transaction. How to… Read More »Tandem Webinar | How to speed up the legal process and remove the pain

The mortgage maze can be challenging to navigate, especially when newly built properties come into play. We've gathered experts to discuss this topic with you next Tuesday, March 26th, at 11 a.m. on LinkedIn and YouTube. They'll help you navigate the nuances of purchasing new builds, discuss the inspection processes, demystify various incentives, and weigh up the… Read More »MPowered Live Via LinkedIn | Need support with new builds?