For Intermediary Use Only

Archives: April, 2016

Mortgage Intelligence adviser update: Making the most of the admin role

National Protection Sales Manager Bernie Buron looks at whether advisers could be getting more out of administrators and paraplanners within the firm, whilst also highlighting what they generally can and cannot do.

Mortgage Intelligence Update: Lifetime ISA savings account

Head of Mortgages and Insurance Stephanie Charman takes a look at the latest developments on the government’s Lifetime ISA: A new savings account to help young people save for a house, or retirement.

Mortgage Intelligence Budget update: 5 tax and savings announcements your client may have missed

Head of Mortgages and Insurance Stephanie Charman takes a quick look at five of the most important tax and savings announcements to come out of George Osborne’s 2016 March budget.