Other articles
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A guide to telephone based advice
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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Useful stats about vulnerable clients
We did some research with advisers about your thoughts on vulnerable clients, and this is what you said...
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Remote valuations & legal advice video
In light of process changes needed to cope with business in the time of the COVID-19 pandemic, industry legal & valuation experts from e.surv & Equilaw join Stuart Wilson of more2life to discuss these changes..
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How a Flexi lifetime mortgage could have helped Jon & Sarah pay off mounting debt
Unlike most products in the market, Flexi Choice allows borrowers to move up or down the LTV curve, adjusting with their needs. Read how it could have helped Jon & Sarah pay off their mounting debt.
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