Sourcing software for mortgages, protection and retirement

A good read from Andrew Wibberley (co-chair of IPTF) on the evolution of smoking, its relationship with income protection and the importance of our new ex-smoker questions on The Exchange. https://lnkd.in/ecvPRf-t

Join us at this exclusive Smartr365 event in October on how to unlock new efficiencies in the mortgage market. Our very own James Howell will be showcasing our lender connectivity. Hope to see you there. #mortgage #mortgages #connectivity

Do you have a quick second to show us some love? Please vote for us in the upcoming Protection Review Awards (the Innovation category) 🏆 Why do we deserve your vote?  ⭐ In an industry first, we introduced new ex-smoker questions to our Term & CI service on The Exchange for greater upfront accuracy. ⭐ And going one step further, quote results are now ordered by accuracy (number of factors considered) over premium alone. A win for you and your clients. How about a win for us too? Thank you!❤️ https://lnkd.in/ej2zEMUw

📽 This week I had the pleasure of sitting down with Alan Waddington from Cirencester Friendly Society Limited 📣 Alan questions whether we shout enough about the positive things in the industry....do you agree? 💰 Not one to shy away from controversy - Alan asks if commission levels have gone too far....? 📑 I hope you enjoy reading this conversation. https://lnkd.in/eQRxWDGf Thanks for your time Alan. Sourcing software for mortgages, protection and retirement Hanna McLaughlin Phil Day James Howell Chris Andrews Chris Henry Louise Sarsby Josh Hart Chris Hickman Neal Ray Jacqueline Durbin Jane Irwin Victoria Margesson Matthew Holland Laura Rist Kate Atkinson Harry Mitchell Alistair Morgan Kirsten D. #sourcing #letstalkIP #insurance #lifeinsurance #incomeprotection #networking

Julian Harris Adviser Networks has not only extended its partnership with us for another 3 years, but it's also launching the Client Portal and Advice modules in Xplan Mortgage to its network 🎉 A huge thanks to the JH team for their continued partnership. We look forward to supporting thier ambitious growth plans and enabling Julian Harris members to have an even smoother experience.

We’ve got more data insights to share! This time we’re looking at what The Exchange’s application data can tell us about Income Protection sales 📊 It’s been a strong year again for IP. Sales are up 12% compared to the same period in 2023 and up 35% from 2022 📈 Good news for the industry! 🎉 Have you seen an increase in your IP sales too? Is this a result of industry initiatives driving awareness of Income Protection, or are there other reasons? Let us know in the comments 👇 Make sure you follow us for more Data Insights, and if you’d like a closer look at the full report, get in touch with Jacqueline Durbin, Louise Sarsby or Warren O'Connell.

We’ve made it even easier to give your clients the star service they deserve ⭐. Now your quotes will be more precise than ever with the launch of new ex-smoker questions on our Term and Critical Illness service on The Exchange. Complimenting the widely-used BMI questions, this further enables greater price certainty upfront. Pretty good, right? But wait - we've gone one step further… Your Term & CI results will now also be ordered by accuracy, rather than premium alone. And the factors considered will be clearly displayed against each result, for extra transparency. You asked - we delivered. Learn more on the Community: https://lnkd.in/e9Yv7J4e

“Becoming a first-time buyer is expensive, possibly the most expensive it has been over at least the last seventy years,” stated the Building Societies Association’s (BSA) recently published First-Time Buyers report. Data from the Office for National Statistics seems to bear this out showing that in 2023, full-time employees in England could expect to spend around 8.3 times their annual earnings buying a home in the local authority area they work in compared with a ratio of 3.55 in 1997." Skipton Building Society's Lucy Lewis discusses the challenges facing first time buyers Read the latest blog now on Iress Industry Voice!

📽 I sat with Victoria Francis this week from Aviva to ask 'How's Life'. 📣 There is a growing theme in these interviews around education in our industry....how can we get better? 🏑 Read on to discover the hidden talent Victoria has! Thank you for taking the time Victoria and best of luck...! https://lnkd.in/ep3-8hFj #sourcing #insurance #lifeinsurance #protection Sourcing software for mortgages, protection and retirement Jacqueline Durbin Louise Sarsby Chris Hickman Josh Hart Neal Ray Phil Day James Howell Hanna McLaughlin Chris Andrews Chris Henry Harry Mitchell Alistair Morgan Laura Rist Jane Irwin Daren Boys

"Inflation may have fallen from the record highs we’ve seen in recent years, but the cost-of-living crisis continues to put a squeeze on household finances. This, combined with an environment of higher mortgage rates than many have been used to, has a direct impact on how much customers can borrow. When it comes to overcoming the affordability challenge, however, specialist lenders are stepping up to help overcome the hurdles, particularly for the self-employed or those with multiple income sources." Pepper Money UK's Paul Adams discusses overcoming the affordability challenge and how specialist lenders are stepping up to help clients. Read it now at the link below