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Latest - MORTGAGES

  • Property wealth invaluable for later life needs

    14 April 2021

    Property wealth will be invaluable in meeting people’s financial needs in later life, according to the findings from the Equity Release Council’s Spring 2021 market report. Despite the Covid-19 pandemic, the number of lifetime mortgages available to homeowners rose to a record 488 by the end of 2020. Meanwhile, the average product rate dropped...

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  • OneFamily launches Lifetime Mortgage Knowledge Hub

    8 April 2021

    OneFamily has launched a Lifetime Mortgage Knowledge Hub to support financial advisers and paraplanners with guides, advice and news. The Hub allows access to articles about subjects such as lead generation, getting the most from LinkedIn, working from home and equity release qualifications. The support package also includes webinars covering the legal process, technology...

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  • TDQ: TEST YOUR KNOWLEDGE: ANSWERS

    25 March 2021

    As part of our Training, Development and Qualifications (TDQ) series, Professional Paraplanner has teamed up with key training and exam support providers to help you to, amongst other things, revise for your qualifications. Below you will find also the cross-references for the 10 questions in this month’s TDQ: Test Your Knowledge, provided by Brand Financial...

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  • TEST YOUR KNOWLEDGE: QUESTIONS

    25 March 2021

    Professional Paraplanner’s TDQ (Training, Development and Qualifications) series, is run in conjunction with key support providers, such as Brand Financial Training, and aims to test your knowledge of the financial services market, as part of  your overall training goals and exam techniques. The following questions, which can also be found in our April 2021 issue, relate to examinable...

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  • Mortgages – key facts for R0, CF and AS exams

    11 March 2021

    The Brand Financial Training team examine mortgages and what paraplanners need to know for a range of exams. There are two main ways of repaying a mortgage – capital and interest and interest-only. Being able to identify the differences between the two and the correct type of life cover required is something that could...

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  • Budget 2021: Key points for paraplanners 

    3 March 2021

    With £355 billion of debt having been accumulated in the past year and a potential £204 billion or more to be added in 2021, the Chancellor of the Exchequer Rishi Sunak was always going to be looking at ways to start increasing the size of the Treasury’s coffers without alienating large sections of the electorate. There has been plenty...

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  • From singer to The Mortgage Mum – bringing more women into the industry

    28 February 2021

    Sarah Tucker, founder of The Mortgage Mum, tells LIBF’s Juno Baker about becoming a mortgage broker, fitting CeMAP studies around work and home, and why she believes more women should work in the advice industry. Asked why she became a mortgage adviser, Sarah Tucker says, “Britain’s Got Talent made me do it!” She goes on...

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  • TDQ: TEST YOUR KNOWLEDGE: ANSWERS

    25 February 2021

    As part of our Training, Development and Qualifications (TDQ) series, Professional Paraplanner has teamed up with key training and exam support providers to help you to, amongst other things, revise for your qualifications. Below you will find also the cross-references for the 10 questions in this month’s TDQ: Test Your Knowledge, provided by Brand Financial...

    READ ARTICLE
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