
This short video from the award-winning #BigPicture campaign shows how making assumptions can make us think about a situation. Asking your clients the right questions can avoid an awkward situation down the track.
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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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Top tips on house purchase cases
We’ve outlined some top tips to help get your house purchase cases through to completion as fast as possible.
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17 tips for working at home successfully
This guide gives you 17 handy tips to get the most out of working from home, and to keep you productive throughout the day.
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Managing repayments can help your client
In today’s equity release market, the option for your clients to make ad-hoc or regular repayments is one which may help them save thousands over the lifetime of their borrowing.
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