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Personal Finance Society
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Qualification
The RQF Level 3 Certificate in Equity Release meets the FCA's qualification requirements for mortgage advisers and those advising on equity release schemes. In addition to developing mortgage advice knowledge and skills, the Certificate develops  understanding of equity release regula...
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...
CII Library | Book | Published 06-2017
Looseleaf last updated June 2017. Contains: Mortgage conduct of business requirements and commentary Insurance conduct of business requirements and commentary
News items | 04 May 2017
Mortgage market update for May 2017
CII Library | Book | Published 04-2017
Looseleaf last updated April 2017. Contains: Market conduct requirementsListing rulesProspectus rulesDisclosure and transparency rulesRecognised investment exchanges and clearing housesService companies requirementsEnergy market participants requirementsOil market participants requirementsReg...
CII Library | Book | Published 2017
Key facts book for CF6 Mortgage advice 2017-18 edition, by the Chartered Insurance Institute.
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...
 
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