Paymentshield has published a free resource for advisers to provide their clients: the Ultimate Guide to Moving Home.
The guide, which includes step-by-step information about the moving process, useful tips and checklists, is unbranded so that advisers can make it available to their clients as a way of delivering added value to their service.
It contains information from what to do as soon as a decision has been made to move, through to hints for a successful moving day, and is available to download now at https://www.paymentshieldadvisers.co.uk/toolkit.
James Loder, proposition director at Paymentshield, said: “At Paymentshield, we provide advisers with the products, technology and support they need to incorporate general insurance into their conversations with clients as part of delivering a complete advice experience.
“We live in a world where consumers have access to an almost limitless amount of information but are increasingly unsure of what to trust. So, advisers have an excellent opportunity to provide trusted, individual guidance and advice, not just on the mortgage, but on all elements of a property transaction, including general insurance. The Ultimate Guide to Moving Home can help advisers to do just this, with no nonsense information and practical tips on the important considerations moving home.”
