Mortgages

Online marketing may sound great – but how do you get the most out of it?

Dedicating resource to online marketing can be difficult for brokers. Here are four areas which you can focus on without having to spend a lot of time or money.

Retirement

Discover new avenues to boost your clients' retirement income

Retirement is all about enjoyment and having the peace of mind that everything is taken care of. However, in a state survey, only 6% of workers were able to afford the retirement that they wanted.

Mortgages

5 key steps to a robust client retention strategy

Attracting new customers is more expensive than keeping them, so it makes good sense to invest in a good retention process. Here are some simple tips to help brokers grow their business.

Mortgages

Don't Discount the Discount!

Economic uncertainty may call for fixed interest rates, but a good adviser, whilst acknowledging the economic climate, should always be aware of their client's needs and sometimes variable rates are actually the cheapest option.

Protection

Income Protection for People Who Protect Us

Income protection policies designed especially for medical professionals. As these are the people we look towards to help us get better we often forget they can also fall ill or have accidents that could stop them from earning.

Mortgages

The Product Transfer Lending Market

The product transfer/retention sector represents a big opportunity for advisers. New online tools can help ensure applications are submitted simply and swiftly, but lenders need to work harmoniously with intermediary partners and client retention should be at the top of any intermediary firm's agenda.

Protection

Protecting what matters most

When a child becomes sick, financial matters should be a parent's last worry. For financial advisers, this can be a difficult conversation to have, but protection providers have worked on creating more comprehensive products that cover a range of conditions.

Mortgages

Trust Your Mortgage Provider

When navigating their way through the enormity and unfamiliarity of a mortgage, all many customers want is for someone else to take the hard work out of it and that means trusting the person or service that is helping them through the process.

Mortgages

The Bank of Mum and Dad

Industry estimates show that more than one in four housing transactions in the UK are financed by The Bank of Mum and Dad, and research from Key indicates that the over 55's are seeking additional help and guidance in this area.

Industry

Industry Voice Issue 5

IRESS Industry Voice provides analysis, commentary and trends from the mortgage and protection industry. The ‘Show me you know me’ issue looks at how the financial services industry must use technology to offer increasingly personalised client experiences.

Retirement

Why there's still plenty of time for fixed term annuities

A shorter term guaranteed income offered by fixed term annuities may be the perfect way for many to protect their pension savings and are just the kind of product that can meet both a customer and advisers needs in an ever-changing landscape.

Protection

Our wider duty as financial protection providers

The FCA has an on-going concern for firms to do the right thing for vulnerable customers and many insurers have become increasingly aware that families may need support beyond financial matters, including helplines and counselling.

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