mortgage advice

This page is your gateway to news, thought leadership, and best practice content on delivering regulated mortgage advice. Scroll down for insights to keep your advice process aligned with current expectations.

Unemployment cover is the protection gap brokers are missing

Rising redundancies could expose broker files under Consumer Duty where unemployment risk is never discussed or recorded

Unemployment cover is the protection gap brokers are missing

Buy-to-let remortgages rise as Renters' Rights Act bites

Landlords are navigating a shifting market, with rising costs and new regulation prompting a surge in remortgage activity

Buy-to-let remortgages rise as Renters' Rights Act bites

Protection gap demands more than awareness, industry tells FCA

Mortgage and protection professionals welcome the FCA's pure protection market study but say personalised, data-led support must follow

Protection gap demands more than awareness, industry tells FCA

A chatbot told a mortgage borrower a payment holiday wouldn't hit their credit score. It can.

And new research shows that kind of AI mistake is common, not rare

A chatbot told a mortgage borrower a payment holiday wouldn't hit their credit score. It can.

The NHS is on its knees. Is health cover the gap in your protection conversation?

Waiting lists are climbing again after six months of improvement and a third of mortgage holders have no protection in place whatsoever.

The NHS is on its knees. Is health cover the gap in your protection conversation?

Stuck in place: Why UK homeowners are not moving house

1.8 million fixed-rate deals mature this year — brokers take note

Stuck in place: Why UK homeowners are not moving house

Why protection deserves equal billing with the mortgage

Income protection remains critically undersold, but the way brokers structure referrals may be the key to closing the gap

Why protection deserves equal billing with the mortgage

Six million UK adults have no plan for retirement housing costs

Royal London research reveals a £85,000 pension gap between those who will and won't carry housing costs into retirement

Six million UK adults have no plan for retirement housing costs

First-time buyer surge brings fresh challenges for brokers

An increase in first-time buyer enquiries is bringing fresh complexity and a growing need for expert broker guidance on products and schemes

First-time buyer surge brings fresh challenges for brokers

Equity release still has an image problem – and the industry knows it

Brokers and lenders must work harder to modernise perceptions of a market that has fundamentally changed

Equity release still has an image problem – and the industry knows it