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Last call to register for the ‘Understanding Trusts’ event

July 13, 2020

If you sell protections plans you need to understand trusts! Trust are a great way to minimise protection clawback, gain referrals and help your clients at the same time.

Last call to register for the ‘Understanding Trusts’ event Read More »

WESTONE Launch the new BTL Semi- Exclusive product guides for both Standard and Specialist options.

July 13, 2020

Attached are the normal rate guides for our Standard and specialist range as these reflect a couple of changes also covered on the semi-exclusive guides

WESTONE Launch the new BTL Semi- Exclusive product guides for both Standard and Specialist options. Read More »

Connect launch with Clifton Asset Finance for Pension Led Funding

July 10, 2020

We have launched a proposition with Clifton Asset Finance who can assist your client to either purchase a commercial property using the pension asset, or draw funds from their pension pot to meet business cash flow requirements.

Connect launch with Clifton Asset Finance for Pension Led Funding Read More »

YBS Commercial – This weeks newsletter and details on minimum loan size change

July 10, 2020

We have also made a change to our minimum loan value for buy to let transactions. The minimum new deal we size we can accept is now £500,000….

YBS Commercial – This weeks newsletter and details on minimum loan size change Read More »

PAYMENTSHIELD Confirm that new business for Rent Protection is returning shortly

July 10, 2020

At Paymentshield we have made some changes to our Rent Protection Optional Extra provided by Arc Legal Assistance

PAYMENTSHIELD Confirm that new business for Rent Protection is returning shortly Read More »

Don’t forget to meet with Kevin and Josh from Octane online Monday at 9.30am

July 10, 2020

Octane  has recently launched an exciting range of BTL products with pay rates from 3.99% and with a stress test of 100% of pay rate.

Don’t forget to meet with Kevin and Josh from Octane online Monday at 9.30am Read More »

TWENTY7TEC – Daily product update

July 10, 2020

Daily product update can be found here…

TWENTY7TEC – Daily product update Read More »

GATEHOUSE BANK Outline 5 points of key BTL criteria

July 10, 2020

Please see the attached 5 reasons to talk to Gatehouse Bank for LMS.

GATEHOUSE BANK Outline 5 points of key BTL criteria Read More »

TWENTY7TEC – Daily product update 09/07/2020

July 9, 2020

Daily product update can be found here…

TWENTY7TEC – Daily product update 09/07/2020 Read More »

Register to learn more about Trusts with Lee from Scottish Widows next Tuesday.

July 9, 2020

Lee Morgan delivered a session on protection sales a few weeks back and is back by popular demand to talk you through the benefits of trusts and how to set them up for your clients. 

Register to learn more about Trusts with Lee from Scottish Widows next Tuesday. Read More »

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What are Competence Levels?

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These demonstrate your total level of achievement:

new learner
"New Learner"

Everyone starts their learning here.


core level
"Core"

Achieve this level when you have completed core requirements such as compliance, policies and systems.


competent level
"Competent"

This level means you have demonstrated the basic knowledge needed to competently complete your particular role.


core level
"Specialist"

This level means you have developed a deeper level of knowledge and are now a specialist in a chosen area.


core level
"Expert"

This level means you have developed further specialisms or have taken an additional industry qualification over and above the minimum your role requires.


Click on your My Results tab to see your current level.

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