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Personal Finance Society
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News items | 01 Jul 2005
Advisers who include lifetime mortgages within their portfolio need to carefully consider the FSA requirements for holding the appropriate qualification. Lifetime mortgages, which will cover both equity release and home reversion plans, have been categorised as 'higher risk' by the FSA and ...
Technical articles | 22 Nov 2017
The increasing demand for equity release, which at the half way point of 2017 had increased in new customer numbers by 44% over the same period of 2016, shows no sign of slowing. Whilst a wide increase in demand for access to lending for those approaching, at or in retirement, is being fuelled by...
News items | 04 May 2017
Mortgage market update for May 2017
Technical articles | 26 Oct 2016
The guide explores what shapes mortgage rates, what will happen if the Bank of England reduces the base rate to 0 per cent and what advice you should give clients in the current low interest rate environment.
26 Oct 2016
Legal & General Mortgage Club are celebrating over 21 years of business in 2016 as the longest running and largest of its kind in the UK with around a 30% share of UK intermediated Mortgage sales. We are a multi award winning Mortgage club offering whole of market UK lender represen...
Technical articles | 04 Jul 2016
On June 16, the research arm of Protection Review, known as The Syndicate, launched its 2016 report looking at consumer and adviser sentiment regarding protection and financial matters. The research showed that there was very little appetite among consumers to purchase protection products w...
News items | 16 Feb 2016
The Society of Mortgage Professionals have expressed confidence in the FCA's announcement of a review of examination standards across a broad range of regulated activities - including mortgages - to ensure they remain fit for purpose.
01 Jul 2014
This session presented by Ray Boulger takes a look at the current housing market in the UK and some of the new products being introduced into the market. 
01 Jun 2013
Alan Downing looks at Equity Release, the most heavily regulated area of mortgages due to the FCA's wariness of the product. He will demonstrate the potential of this product and the requirements for attaining the qualification.
 

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