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Emma Thomson: Out of sight, out of mind? That's letting clients down

Many advisers do not have an effective strategy in place to actively support existing clients. The 2023 Protection Viewpoint report from the Association of Mortgage Intermediaries (Ami) found that only 48% of advisers conducted regular reviews with policyholders. ....

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Advisers see rise in protection conversations post Consumer Duty – Mortgage Strategy

As many as 40% of adviser firms have experienced an upturn in protection conversations with customers since Consumer Duty was brought in, according to the Association of Mortgage Intermediaries (Ami). The statistic was revealed ahead of the trade body's fourth annual Ami Protection Viewpoint Report on protection ....

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Cover feature: Retaining market share – Mortgage Strategy

Amid some of the struggles of today’s market, it can be easy to forget how far the intermediary sector has come. Back in 2014, brokers held only a 61.9% share of mortgage distribution, up from a low of 47% in 2012. Looking ahead to 2024, the Intermediary Mortgage Lenders Association (Imla) predicts that 90% of all ....

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Cover feature: Brokers call for fair warning – Mortgage Strategy

What do we want? Twenty-four hours’ notice for product withdrawals. When do we want it? Now! The message from the broker community is loud and clear when it comes to lenders’ last-minute product pulls. Although 11th hour withdrawals are nothing new, the current swap rate volatility has seen the frequency and ....

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Mortgage strategy: UK latest mortgage news

Mortgage strategy: UK latest mortgage news
mortgagestrategy.co.uk - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from mortgagestrategy.co.uk Daily Mail and Mail on Sunday newspapers.

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