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The nature of business has changed due to the COVID-19 pandemic. Working from home is now a day-to-day reality for a growing majority of the workforce, and due to the complexity of financial advice, this demand means the way many advisers work will have to adapt as well.
This guide is designed to outline how to approach telephone based advice, from understanding the unique compliance requirements, to tech support and potential client trepidation.
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This guide is designed to outline how to approach telephone based advice, from understanding the unique compliance requirements, to tech support and potential client trepidation.
Other articles
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Proximity to commercial helpsheet
Proximity to commercial properties remains a common reason for case declines - so we take a look at some of the influencing factors which can be taken into consideration by lenders
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Case Study: Pam and Mike Hughes - Navigating Retirement with Flexi Payment Term Lifetime Mortgage
more2life’s Flexi Payment Term Lifetime Mortgage was instrumental in helping Pam and Mike Hughes manage their financial situation as they approached retirement.
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Clutter helpsheet
As severe clutter climbed the list of the most common reasons for declined cases at more2life, from 6th to 3rd between 2019 and 2020, we take a look at why severe clutter is an issue for underwriting lifetime mortgages.
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A guide to lifetime mortgage interest rates
Future interest rates can be difficult to predict, as they’re impacted by a wide range of factors. Read our guide to learn about what impacts lifetime mortgage rates.
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