Intermediary regulation: the facts »
The Chartered Insurance Institute and the Society of Mortgage
Professionals have joined together to publish a new fact file on
the regulation of insurance, investment and mortgage
Treating the customer fairly »
Treating the customer fairly is a high profile topic that you
simply cannot afford to ignore, reports Richard Fox.
Media eye »
So you think you know about mortgage advice...? Test your
knowledge against these five questions and see if you know as much
about mortgage advice as you think!
Focus on IT »
Do you get lost when visiting clients in their homes or offices?
David Thopson, Sales Director of Trigold considers the options for
Don't get caught out over lifetime mortgage advice »
As far as lifetime mortgages and equity release is concerned, a
weighty argument can be made to say that the FSA has not created a
sufficiently onerous regime, writes Richard Fox ...
The generation gap: talent in the mortgage industry »
Most industries are engaged in a war - the war for talent. At a
recent meeting the Head of an FE College commented that they had a
problem meeting the needs of employers, given the fact that the
pool of high-quality school-leavers and graduates is limited
Members of the Society's Advisory Board give their views. We
start with Nick Baxter, Director - Mortgage Promotions and Partner
- Baxters Business Consultants…
Living by the code »
Ethics have always been of central importance to the financial
services arena of which the mortgage sector is a key component.
However, the rise of the consumer lobby and the occurrence of a
number of well documented scandals in recent years have thrust the
issue blinking into the spotlight.
Advisers warned against equity release grandfathering »
Society of Mortgage Professionals' chief executive Richard Fox,
has issued a warning to all advisers that they need to gain a
suitable lifetime mortgages and equity release qualification.
Get the facts straight about mortgage regulation »
The CII, in association with your Society, has launched a
"Regulation of mortgage business" fact file to dispel the myths
about the new regulatory regime.
Who’s who »
Meet - Donna Bathgate, Operations Manager. Originally from
Aberdeen, I moved south in 1999. I have finally grown accustomed to
the decidedly tropical climate here in the south east corner. It
has taken a while to master, but I no longer need to walk at a 45
degree angle against the cutting northeast wind! ...
Introducing the Society of Mortgage Professionals (November 2004) »
A newsletter introducing the newly-formed Society of Mortgage
Professionals, in November 2004.