Karl Dines, our Head of Business Consultancy and one of the industry’s foremost experts on the Consumer Duty, has thoroughly analysed and distilled this substantial piece of regulation, and produced a breadth of support.
Mortgages has announced the details of its 2022 Mortgage Showcase events – a series of conferences offering educational platform presentations from a breadth of industry leaders and an exhibition area featuring over 45 lenders and suppliers.
In this Mortgage Solutions article, SimplyBiz Mortgages Head of Strategic Development, Richard Merrett looks at the rapidly evolving tech market in his sector, and how to tackle the barriers around advisers adopting new tools and solutions.
In his latest article for Professional Adviser, our very own Head of Business Consultancy, Karl Dines, explores how advisers can walk the Consumer Duty walk with six key strategies to implement ahead of the incoming regulation's deadline on 31 July.
In the second in her Money Marketing series on the part protection can play in maintaining good health and wellbeing, our Head of Protection Services, Emma Vaughan, takes a look at mental health.
Many congratulations to Martin Reynolds and Richard Merrett of SimplyBiz Mortgages, who are finalists in the 'Mortgage Club' and 'Development and Innovation Advocate' category respectively, and Pete Hughes of Gateway Surveyors, who has made the final of the 'Surveyor' category.
In the second of our FT Adviser series of articles exploring how advisers are identifying and working with vulnerable clients, our Director of Compliance Services, Mark Greenwood, takes a look at the latest regulation in this area, and discusses some practical best practice approaches.
In this month's Mortgage Introducer, SimplyBiz Mortgages Head of Mortgage and Lending Intermediary Compliance Services, Steve Howard, explores the importance of thorough research and recording when it comes 'cheapest suitable mortgage' rule, and how to ensure you're meeting regulatory requirements
Richard Merrett: "We need to develop products across the full financial spectrum that are fit for purpose in a post-pandemic world."
Fantastic to see Richard Merrett, SimplyBiz Mortgages Head of Strategic Development, taking part in one of the panel discussions at yesterday's incredibly valuable and topical Later Life Summit from FT Adviser.
In advance of the release of our upcoming guide to pensions and divorce, in partnership with Prudential plc our Head of Pensions Technical, Keeley Paddon, and Les Cameron, Head of Technical at M&G Wealth, have covered a few of the most commonly asked questions they receive in today's Money Marketing.