katey.field

About Katey Field

This author has not yet filled in any details.
So far Katey Field has created 563 blog entries.

Ben’s Compliance Bulletin: Financial Sanctions & Politically Exposed Persons

By |2019-03-12T10:51:40+00:00August 9th, 2018|Compliance Updates|

Although it seems like yesterday, it has been around two years since I issued a reminder about financial sanctions and politically exposed persons (PEPs). For those of you who have been members of the network for long enough, you will recall that I started off talking about the Carnival of Venice and finished the article [...]

National Training Event – Thursday 29th November 2018

By |2019-03-12T10:51:40+00:00August 6th, 2018|Events|

National Training Event - Thursday 29th November 2018 This year our national training event is even bigger and more exciting than ever! We are bringing you 10 snapshot presentations from our lender and provider partners, covering all aspects of financial services, as well as the chance to visit over 50 exhibition stands, including our Right Group zone and PMI zone. [...]

All about our Serious Illness Cover

By |2019-03-12T10:51:44+00:00August 2nd, 2018|Compliance Updates, Provider News|

Unlike typical critical illness cover, our Serious Illness Cover pays your client on a severity based approach. This means that our cover provides a payout proportionate to the severity of a condition. With advances in medical technology and screening processes, we recognise that conditions are being caught sooner. These early stage illnesses may not be [...]

September 2018: Income protection & trusts workshops

By |2019-03-12T10:51:49+00:00July 19th, 2018|Events|

As a financial adviser, you know the importance of protecting your clients and providing them with peace of mind should the worst happen, but it can be a difficult conversation to have. With the protection market now offering a huge opportunity, making sure you’re equipped to approach the subject with confidence is more important than [...]

Toolkit: Royal London

By |2019-03-12T10:51:50+00:00July 17th, 2018|Toolkit|

If a child is ill, it can put a financial strain on a family as well as an emotional one. Financial support could help parents to meet extra costs – such as unpaid time off work, travel to hospital, and childcare for their other children. Parents pay an average of £2,256 in extra costs over the [...]

Weekly Mortgage Update – 13th July 2018

By |2019-03-12T10:51:50+00:00July 11th, 2018|07. July, 13, 2018, Mortgage, Provider News|

Welcome to this week's Mortgage Update. Please take the time to read through the update as there may be some information that is important to you. Included in this week's update: Together launch 2 year fixed rate residential mortgage; Special Purpose Vehicles (SPV) fact sheet from Precise Mortgages; Exclusive solutions for homebuilding clients from Build [...]

Weekly Protection Update – 13th July 2018

By |2019-03-12T10:51:50+00:00July 11th, 2018|07. July, 13, 2018, Provider News|

Welcome to this week's Protection Update. Please take the time to read through the update as there may be some information that is important to you. Included in this week’s update: AIG introduce new Critical Illness cover; Uinsure provide a useful handout to help your clients to stay protected this summer; Legal & General sign [...]

Cirencester Friendly: All you need to know about My Earnings Insurance!

By |2018-07-11T16:14:48+01:00July 11th, 2018|07. July, 13, 2018, Protection, Provider News|

Our My Earnings Insurance income protection contract is flexible, affordable and available to a wide range of occupations. Here are a few key features which makes My Earnings Insurance competitive and award winning within the industry; No loadings for occupation, smoking or hazardous pursuits Guaranteed Premiums with a choice of Level or Annual Escalating Own [...]

Vitality: This summer your clients can get a Garmin Vivofit 4 for £0

By |2019-03-12T10:51:50+00:00July 11th, 2018|07. July, 13, 2018, Protection, Provider News|

Whatever your clients level of fitness, beat yesterday with the Garmin vivofit 4 activity tracker for £0 to help improve their overall wellness. Offer applies to new Personal Healthcare plans and new Business Healthcare plans with 2-9 employees. One device per principal member only. Offer runs 01.07.2018 to 30.09.2018 inclusive. The Garmin vivofit 4 [...]

The Right Mortgage and Protection Network

St Johns Court , 70 St Johns Close, Knowle, West Midlands, B93 0NH

Phone: 01564 732 749

Using a Satnav? Please use postcode: B93 0NN to locate the office when visiting.

Testimonials

Like the friendly can do approach, keep it up!
Michael McGuiness, Adviser
My experience with TRM so far has been excellent I can’t tell you how much you guys have lifted me since March. The positive approach shown by everyone to get the business on and to get the commission paid is up lifting. What a breath of fresh air, great Network and fantastic positive attitude.
Andrew Smith, Adviser
You are a wake up call to this market and a revelation compared to my previous network.
David Levy, Adviser
Go to Top