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

In life, things get missed. Whilst occasionally skipping breakfast may not have a major impact further down the line, things like missed payments can lead to bigger problems when it comes to borrowing money in the future. Join us for our next LIVE Criteria Clinic at 10 am on Monday, 8th January 2024, where we… Read More »Knowledge Bank | CRITERIA CLINIC Heavy Adverse

Tandem are delighted to host the latest episode in their  "In conversation with" series, where I will be joined by four of the best people in our industry to discuss the recruitment challenges in Financial Services. Please register to attend this live Webinar to discuss the challenges the industry faces and the solutions available. This… Read More »Tandem | In conversation” series

Discover what’s available with Aviva DigiCare+ to support your clients with their health and wellbeing goals Learning Objectives: Learn about the tools available through Aviva DigiCare+ to support your healthy habit goals Understand the benefits of the Health Check, Nutrition Consultations, Digital GP, Bupa Anytime Helpline and discounts on health products and gym membership. Look… Read More »Aviva Healthy Body Healthy Mind For Your Clients

Discover what’s available with Aviva DigiCare+ to support your clients with their health and wellbeing goals   Learning Objectives: Learn about the tools available through Aviva DigiCare+ to support your healthy habit goals Understand the benefits of the Health Check, Nutrition Consultations, Digital GP, Bupa Anytime Helpline and discounts on health products and gym membership.… Read More »Aviva Healthy Habits For Your Business

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. We kick off with session 1: Paul Archer Protection Sales Masterclass. Those who attended the conference may recall Paul from his presentation on referrals.… Read More »“Protection Matters” Training Series | Session 1: Protection Sales Masterclass

In this webinar, we will deep dive into some of the most commonly asked questions by brokers about bank statements. Are they as simple as we think?... What are lenders looking for?... This session will provide an in-depth view of Bank Statements, explaining how an underwriter will assess them and highlighting areas of important detail.… Read More »Tandem 2024 | How To Read Bank Statements

We're thrilled to announce that MPowered Mortgages is partnering with Newspage and The Intermediary to launch Mortgage News Live, MPowered Mortgages webinar series with mortgage insights and trends from an array of industry experts. MPowered Mortgages pilot episode will focus on the mechanics of mortgage pricing with expert guests: Peter Stimson, Head of Product at MPowered… Read More »The Mechanics of Mortgage Pricing | MPowered Mortgages 2024

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 2: Royal London - Exploring the opportunities to discuss protection in light of consumer duty. “Protection Matters” Training Series Together with the demands… Read More »“Protection Matters” Training Series | Session 2: Royal London – Protection in Light of Consumer Duty

How to Read a Credit File – a minefield of data, what does it mean? Tandem Bank will provide an in-depth view of the credit file, highlighting key areas of interest that will allow you to broaden your understanding of how they are used to assess a mortgage application. *credit score/credit search *reasons behind credit… Read More »Tandem 2024 | How to Read Credit Files

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 3:  Scottish Widows Opening the protection conversation as part of a mortgage fact find. “Protection Matters” Training Series Together with the demands… Read More »“Protection Matters” Training Series | Session 3: Scottish Widows – Mortgage Fact Find

How do you navigate the legal process? Do clients really need a solicitor on a remortgage? The period between mortgage offer and completion can be frustrating and feel beyond control, in this session Tandem Bank will look to explain the conveyancing process and provide to insightful ideas as to how we can reimagine it and… Read More »Tandem 2024 | How to Navigate the Legal Process

Landbay AVM-powered mortgages deliver rapid decisions and cut costs, ensuring time and financial savings for your clients. During this session, they'll explore how these products can transform buy-to-let mortgages and set new standards in the market.   What you'll learn   What is an AVM and how do they work for BTL Case studies highlighting… Read More »Landbay | Introducing AVM Buy-to-Let Products

What can the Swansea Building Society offer? We are the lender to speak to if you are looking for a lender lending in England and Wales with a personal, tailored, common-sense approach to lending. With no credit scoring and all cases manually underwritten, join us to discover what makes our approach to mortgage lending different.… Read More »Knowledge Bank | LENDER SPOTLIGHT Swansea Building Society

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 Thursday 1st 2024

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 4: Aviva Having a more rounded protection conversation. “Protection Matters” Training Series Together with the demands (and opportunities) that consumer duty presents,… Read More »“Protection Matters” Training Series | Session 4: Aviva More Rounded Protection

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