Cover

Misconceptions continue to suppress income protection uptake, survey shows

New findings from Shepherds Friendly indicate that widespread misconceptions are a significant factor behind...

TRM launches tool to help advisers assess clients’ financial shortfalls

The Right Mortgage & Protection Network has introduced a Shortfall Needs Analysis Calculator designed...

AMI Protection Viewpoint 2025: Turning challenges into opportunities

Delivering better outcomes and protecting more customers is all in a day’s work for...

Mental health emerges as leading cause of long-term sick leave, MetLife finds

Mental health conditions have become the leading cause of long-term sickness in the workplace,...

Financial education boosts demand for protection insurance

Young adults who receive financial education are significantly more likely to buy protection insurance...

Most workers say employment boosts their health and wellbeing

A new survey suggests the majority of UK workers believe their jobs have a...

Clients seek reassurance amid Budget uncertainty

Consumers are placing growing value on financial advice as speculation ahead of the Budget...

Rise in weight loss treatment leads to new underwriting questions

UnderwriteMe has enhanced the question set on its Protection Platform to ensure the use...

Millions of UK adults at risk of financial hardship

Millions of UK adults are at risk of financial hardship in the event of...

Source and ActiveQuote partnership brings PMI referrals to advisers

A new partnership between Source and ActiveQuote will enable directly authorised advisers to refer...

Zurich launches on-demand learning hub for advisers

Zurich Retail Protection has launched a new online learning hub for advisers, offering a...

Peace of mind matters more than price in home insurance, research finds

A new study by general insurance provider Paymentshield has found that nearly half of...

Rosemount expands adviser network with 16 new appointments

Rosemount Financial Solutions (IFA) has strengthened its national presence with the addition of 16...

Getting to know you: Lee Trett, Echo Finance

Name: Lee Trett Age: 43 Location: Wirral Firm: Echo Finance, Leadcrowd, Money Helpdesk Education: Fully-qualified mortgage, protection...
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COMMENT

Comment

The case for tech fluency before AI adoption in the mutual sector

It often feels like there is only one conversation taking place in financial services at the moment: artificial intelligence. Whether it’s trade shows and...

Commonhold and RTM: do not mistake control for simplicity

Commonhold is presented as a fairer form of flat ownership. Right to Manage (RTM) is sometimes portrayed as a quick way for residents to...

No holidays: advice firms need a plan for a busy August

Every summer, the same quiet risk runs through the intermediary market. Advisers, case managers and administrators go on holiday. Specialist lending cases, which have...

Every rate shock is becoming a test of the modern mortgage business

Halifax, Barclays and HSBC increased selected mortgage rates by up to 0.20% this week, effective 21 July. Halifax removed its sub-4% deals entirely. Barclays'...

Your next client is probably more complicated than your last one

There's a shift happening in the mortgage market that most small firms aren't ready for. It's not about rates. It's not about the political...

Latest news

Regulation

Final call for views on FCA mortgage reforms

The mortgage industry has until tomorrow to respond to Financial Conduct Authority proposals intended...
Cover

One in five borrow to fund private healthcare

Almost one in five people who recently accessed private healthcare used a credit card...
Compliance

Digital mortgage ID checks unaffected by government U-turn

Digital identity verification used by mortgage lenders, brokers and other regulated firms is unaffected...
Building Societies

Family BS launches broker Mortgage Hub

Family Building Society has launched an online mortgage application platform designed to give brokers...

PROFILES