Mark Wood, chairman of Everest Funeral Concierge UK, explores the FCA’s review into how investment platforms, advisers and wealth managers support bereaved customers and why its lens may prove too narrow.
"The importance of branding is to always be yourself": Rosalia Lazzara-Tilley
Rosalia Lazzara-Tilley, CEO & founder of Manuka Media and SAAS founder of MyMoby.ai, shares her journey in brand building, the importance of managing social media, and her thoughts on how to achieve greater gender equity in today’s financial services.
Smaller landlords still have opportunity post-Renters’ Rights Act
Paul Huxter, head of intermediary sales and distribution at West One, reflects on the opportunities that remain for smaller landlords despite the Renters’ Rights Act and other recent legislative changes – and how brokers can provide value for smaller landlords in a professionalising market.
'Rates will always matter, of course, but confidence is becoming just as important': Chris Blewitt, Darlington BS
We spoke to Christopher Blewitt, head of mortgage distribution at Darlington Building Society, about why the Society has introduced ‘Confidence in Every Case’, what brokers are really looking for from lenders today, and why consistency, honesty and reliability have become just as valuable as competitive pricing.
Why is my Net Promoter Score declining? Turning insight into action – Part 2
Jake Sandford, head of data and analytics at Smart Money People, says by grouping negative comments into themes such as communication, customer service or the process, you can quickly identify recurring pain points and understand the context behind a decline in NPS.
Why Making Tax Digital is about more than compliance
Grant Seaton, head of intermediary lending at Cumberland Building Society, says Making Tax Digital may have been introduced as a change to tax reporting, but its biggest impact could be on the way landlords manage their businesses.
Cohabitation reforms: what advisers need to know
Emily Brand, head of family law at Boodle Hatfield LLP, explores the significant impact proposed cohabitation reforms could have on financial advisers, their relationship with clients and coordination with legal experts.
Burnham has ruled out property tax changes in the short term – but the Budget offers a huge opportunity
Sebastian Murphy, group director at JLM Mortgage Services, says Burnham may have ruled out major property tax reform in the short term, but he should not mistake that for a reason to do nothing until every detail of any long-term system has been decided.
‘Clients need clarity and support, and that’s where we come in’: Melanie Merchant, OSB Group
We spoke to Melanie Merchant, client account manager in the high net worth and specialist property team at OSB Group, about her role, how it differs from a traditional BDM position, and how client needs are evolving in a more complex market.
A better way for mortgage brokers to build introducer networks
Gareth Perry, co-owner and managing director of Databroker, says when building an introducer network the aim isn’t to know more property professionals – it’s to be known by the right professionals when the right client situation appears.