As HMRC’s duck-themed ads have been telling us, the longer tax returns are put off, the more they peck away at you. But, with the unavoidable Self-Assessment deadline on the 31st January, you may find yourselves busy with a few last-minute clients seeking options to pay their tax bills. This happened recently with a broker [...]
CHARGE: Getting Older As your clients approach arguably "the better years" there are many that find themselves turned away from existing lenders on the basis that they're over the age of 55 and are only offered a limited mortgage term. Affordability for an older client isn't always straightforward BAIL: Marsden lending solutions Marsden's lending [...]
As an integral part of our business we’re keen to understand how you would like us to communicate with you. We want to make sure we’re giving you information that you’d like to see, in a way you’d like to see it. We’d be grateful if you could spare 5-10 minutes of your time to [...]
This new product therefore is ideal for people who are generally happy with a variable rate but would prefer the stability of a fixed rate for budgeting purposes in the first couple of years – indeed right up until 30th November 2020. The interest rates for the two year fixed range start from 3.9% MER [...]
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: One Family offer new 2 year fixed rate offer; Principality make changes to their mortgage range; Santander reduce rates to fixed rate products; Marsden [...]
The new OneFamily 2-year Fixed Rate offer lets homeowners fix their repayments until 30th November 2020 This new product therefore is ideal for people who are generally happy with a variable rate but would prefer the stability of a fixed rate for budgeting purposes in the first couple of years – indeed right up [...]
Would you like to know how to write trusts more easily – and why it’s worth doing in the first place? Watch our webinar to find out. Setting up a policy in trust with Aviva is easy, online and signature-free. And it offers a number of useful benefits for both you and your client. Watch [...]
We can help you with the protection conversation. Our marketing studio lets you brand your own sales literature including posters, adverts and sales aids. Find out more
The My Earnings Insurance ‘All you need to know’ Adviser Card Make your life easier by using the ‘All you need to know’ Adviser Card! The Card includes valuable information from product facts to adviser support details as well as how to talk directly to an Underwriter! There is also a ‘Did you know?’ [...]
96.7% of claims that we have received over the last 12 years have been paid but sometimes delays occur in receiving supporting evidence from medical professionals. This is why we are trialling a new initiative, Immediate Support Payment until March 2018, for claims on policies which have been in force for at least 3 months (subject to [...]
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