mortgage advice

This page is your gateway to news, thought leadership, and best practice content on delivering regulated mortgage advice. Scroll down for insights to keep your advice process aligned with current expectations.

Stuck in place: Why UK homeowners are not moving house

1.8 million fixed-rate deals mature this year — brokers take note

Stuck in place: Why UK homeowners are not moving house

Why protection deserves equal billing with the mortgage

Income protection remains critically undersold, but the way brokers structure referrals may be the key to closing the gap

Why protection deserves equal billing with the mortgage

Six million UK adults have no plan for retirement housing costs

Royal London research reveals a £85,000 pension gap between those who will and won't carry housing costs into retirement

Six million UK adults have no plan for retirement housing costs

First-time buyer surge brings fresh challenges for brokers

An increase in first-time buyer enquiries is bringing fresh complexity and a growing need for expert broker guidance on products and schemes

First-time buyer surge brings fresh challenges for brokers

Equity release still has an image problem – and the industry knows it

Brokers and lenders must work harder to modernise perceptions of a market that has fundamentally changed

Equity release still has an image problem – and the industry knows it

The mortgage industry has a Gen Z phone problem, and it's landing on a shrinking workforce

Some firms have already started ‘social skills boot camps’- should you do the same?

The mortgage industry has a Gen Z phone problem, and it's landing on a shrinking workforce

Mortgage advice significantly improves homebuying outcomes, report finds

More than seven in 10 borrowers who sought professional guidance said it made buying a home easier

Mortgage advice significantly improves homebuying outcomes, report finds

Why mortgage advisers must stop treating protection as a tick-box exercise

One specialist broker says the industry has quietly accepted an uninsured gap it should not tolerate

Why mortgage advisers must stop treating protection as a tick-box exercise

Commercial mortgage market poses a real challenge for brokers

Broker explains why specialist lending expertise – not generalism – is what the commercial property market demands now

Commercial mortgage market poses a real challenge for brokers

Broking is the path that offers 'the perfect blend of technical expertise and human connection'

Broker in Focus: Katherine Stagg, of Stagg Mortgage Services, moved from banking into advice to help people through one of the biggest decisions of their lives

Broking is the path that offers 'the perfect blend of technical expertise and human connection'