CRM

Mortgage searches fall by 14.64% after Budget shake up

Twenty7tec’s latest data shows that November brought a clear pause in borrower behaviour, with...

Plannr CRM secures SOC 2 certification to strengthen trust in financial advice tech

Plannr CRM has achieved SOC 2 certification, marking a significant step in its efforts...

Majority of advice firms now trialling AI and RegTech to cut compliance costs

More than half of UK financial advice firms are now testing or trialling artificial...

How social media can bridge the protection disconnect

The latest AMI Protection Viewpoint provided a compelling snapshot of the challenges and opportunities...

Chris Williams on being the architect of connection

For most of the last decade Chris Williams has been dissecting the machinery of...

Mortgage Finance Brokers partners with OMS for CRM

Mortgage Finance Brokers (MFB) has selected One Mortgage System (OMS) as its preferred Customer...

COMMENT

Working up those income streams

Some might say the UK labour market has lost some of its confidence. Unemployment is rising, job moves have slowed, and many employers are...

Ignore the Gen Z worker stereotypes – the future is bright

The office fridge. Full of 12 types of milk, none derived from cows, and four on the work top, at room temperature. As for...

Reframe Cancer 2026 trends: prevention to take centre stage

This year is already shaping up to be one when prevention is taking centre stage. The Government recently announced the expansion of its WorkWell...

The mortgage protection gap advisers can’t ignore

The Financial Conduct Authority’s (FCA) consumer research findings published late last year, offered an insight into what the protection industry can expect from the...

Cashback, remortgages and adviser opportunity in 2026

A recent flood of mortgage products into the market offering cashback prove it has moved from the margins of the remortgage market to the...

Latest news

The Coventry cuts selected intermediary residential fixed rates

Coventry for intermediaries has reduced a number of residential fixed-rate products for new and...

Mortgage Advice Bureau completes acquisition of Dashly

Mortgage Advice Bureau (MAB) has completed the acquisition of technology and data company Dashly,...

The Buckinghamshire lowers rates across key ranges

Buckinghamshire Building Society has cut rates across a wide spread of residential and buy-to-let...

FCA finds protection market delivering good outcomes, says TPFG

The Property Franchise Group PLC (TPFG) has responded to the publication of the Financial...

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