Join us again on Monday for the week's round-up of criteria news and hear from our esteemed panel of industry experts giving their thought on what’s making the headlines in our industry and discussing the hot topics. Joining us next week are: Karen Rodrigues, Director of Sales - eConveyancer , Jamie Pritchard, Sales Director -… Read More »Lenders Live – 1st August 11.00am

The newly proposed Consumer Duty (CD) is a topic on everyone's agenda at the moment. With an increased focus on the end consumer and a key consideration being how firms treat their most vulnerable customers, the Financial Conduct Authority (FCA) has clearly laid out its expectation in not one, but two consultation papers on this… Read More »Breaking down the new Consumer Duty

Positive Lending’s Head of Sales, David Coleman explores the current hurdles for clients wanting to capital raise and how second charge mortgages are fast becoming the go to option for clients, where traditional mortgage borrowing isn’t possible or doesn’t provide the best outcome.   REGISTER

Over the summer holidays, we'll be hosting a variety of CPD webinars to expand your protection knowledge and to help you deliver the best protection conversations. CPD Learning Objective: To understand the purpose of Income Protection and how it can assist you with Protection conversation with clients. Agenda as follows: Why Family Income Benefit What… Read More »Family Income Benefit Overview

Would you like to find out how Foundation can support your business? This session is ideal for any intermediaries who want to grow their knowledge of specialist residential mortgages for clients who don't meet mainstream criteria, and specialist buy-to-let cases such as limited company, HMO, and portfolio lending.   Reasons to use Foundation for your… Read More »Lender Spotlight – Foundation Home Loans

Join the discussion tomorrow at 2pm, Wednesday 3rd August The later-life mortgage market is growing, and many advisers want to know how they can get started. From getting to know the products available to understanding the challenges and opportunities faced by clients reaching retirement. In this webinar, we’ll discuss;   • The journey to getting… Read More »Getting Started with Later Life Mortgages

Over the summer holidays, we'll be hosting a variety of CPD webinars to expand your protection knowledge and to help you deliver the best protection conversations. CPD Learning Objective: To understand how to successfully have Protection conversations with Re-Mortgage Clients and how SolutionBuilder can support this journey. Agenda as follows: Case Study IDD & Risk… Read More »The Protection Conversation – Re-Mortgage Clients

Over the summer holidays, we'll be hosting a variety of CPD webinars to expand your protection knowledge and to help you deliver the best protection conversations. CPD Learning Objective: To understand the different purposes of Critical Illness Versus Income Protection. Agenda as follows: Definition of Critical Illness & Income Protection The Different Purposes of each… Read More »Critical Illness vs. Income Protection

The Mortgage Climate Action Group, launched in April 2022, acts as a source of support for intermediaries, helping them to understand and address green issues when dealing with mortgage applications, ensuring that advisers’ interests are represented among lenders, regulators, trade bodies and government institutions.   This cross industry working party invites you to join its… Read More »Mortgage Climate Action Group Event

The most valuable asset to any business is its people, as without them a company’s survival can be at serious risk. In this webinar we'll discuss the protection needs of UK small to medium enterprises, and show how a range of Business Protection products, which are easy to recommend, can offer quality support when it’s… Read More »Business Protection – Choosing the right cover for a Key person

Contract workers can come in lots of forms, all of which carry their own criteria which can be dramatically different from one to the next! Our next Criteria Clinic will be discussing Contractors – from Fixed Term, Short Term, Long Term, IT and even Subcontractors! Join us for our next LIVE Criteria Clinic at 10am… Read More »Knowledge Bank: Criteria Clinic Contractors

In this webinar, West One will examine the state of the market for buy-to-let clients in 2022. They will be identifying current challenges, including the cost-of-living crisis and EPC regulation changes while also looking at opportunities for landlords to maximise their rental income with HMOs, MUFBs, and Holiday Lets. REGISTER

Join us at 12:30 pm on Wednesday 17th August when Knowledge Bank and Buckinghamshire Building Society will be coming together to take an in-depth look at Buckinghamshire’s product range and discussing current market trends. With their common sense lending approach and manual underwriting process, Buckinghamshire turns complex cases into straightforward completions. Claire Askham, Head of… Read More »Lender Spotlight with Buckinghamshire Building Society – Knowledge Bank

Did you know that if a case isn’t suitable for your business, you can refer your client through Legal & General Mortgage Club’s SmartrRefer? All our trusted partners go through a rigorous due diligence process, so you know your client will be in good hands. And you’ll still get a share of the procuration fee… Read More »More Opportunities with Seconds & Bridging – Legal & General

Most people would class a successful career as, amongst other things, more money. This may also come from various income streams. Most people also live within their means, meaning the more money they have, the larger the mortgage they may need. But when does a loan become ‘large’? When does a client qualify for a… Read More »Large Loans, Professionals & Complex Incomes (Criteria Clinic) – Knowledge Bank

The aim of this presentation is to help raise awareness around Mortgage Fraud with our intermediary partners. We will walk you through what the definition of Mortgage Fraud actually is; whilst working together on case studies; using real examples of fraudulent documents that HSBC UK has seen over the recent months. We will also touch… Read More »Fraud Prevention – HSBC

HSBC shares hard-hitting and emotive statistics about vulnerable customers. We’re all on a sliding scale of vulnerability, which is covered by the four drivers determined by the FCA; Life Events, Financial Capability, Financial Resilience, and Health. You’ll meet 4 people, discover their vulnerabilities, and what you can do to help next time they apply for… Read More »Meeting the needs of Vulnerable Clients – HSBC

HSBC UK aims to help you and your business avoid a cyber-attack by sharing the latest trends, hints, and tips. Phishing emails are incredibly popular across the Financial Sector, and no business or individual is exempt. HSBC UK shows you how to spot the difference between a genuine email and one that could give cyber… Read More »Cybersecurity Made Simple – HSBC