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Latest from the Adviser forums

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Yesterday, 8.13 pm could the joint life second death not be to cover the IHT risk of gifting funds? 
Yesterday, 4.47 pm No worries, fingers crossed you find something that works for you.I've used it for a year and wouldn't be without KeyChain now
Yesterday, 4.45 pm Thanks DJHigs. I've booked demos with both. After reading their blurb and at £35 a month BrokerLync initially sounds like a good fit.
Yesterday, 4.38 pm Sorry - but a Protection plan 'doesn't gift assets'...   ...what is the Client trying to do?    General Family Protection or Gift an Asset?   Why not just gift the premium amount to the Daughter (or pay into a JISA is she is under 18)?????    
Yesterday, 4.19 pm If it's just a fact find rather than a CRM either KeyChain or BrokerLync will work.In the coming weeks/months KeyChain is introducing a feature where it will read documents from a client (including an old fact find of yours) and fill out the fact find for you and the clients, saving you having t...
Yesterday, 3.10 pm What's the loan size? I have a lender that did this for me about 4 months ago
Yesterday, 3.05 pm That's right, though it does not necessarily have to be for free. I use Mac OS calendar for reminders and email clients directly - creating a bespoke email each time. I'm not keen on too much automation. I have a relatively small client bank and tend to favour a more personal approach. I ha...
Yesterday, 2.35 pm yes looks like it  
Yesterday, 2.23 pm so where do the parents live if their house is rented out?
Yesterday, 2.09 pm Hm, Ross doesn't seem to want the whole CRM functionality though - only fact find for himself and doc sharing, ideally his own fact find and for free... Acre or any other CRM won't fit these requirements... Creating one yourself with the help of AI or customising a generic CRM - many have t...

Latest from the Provider/Adviser forums

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Yesterday, 10.43 am We wanted to let you know that we’re increasing the following Clydesdale Residential fixed rates on Tuesday 27th October. Core Residential Product Transfer Rates Selected 2 and 5 year fixed rate products will be increased by up to 0.19%. If you’re applying for one of these product...
Yesterday, 9.59 am The Brightstar Group has appointed Ian Meadows as Senior Equity Release and Protection Consultant to lead its later life lending and protection offering. Ian brings over 30 years of industry experience, including 26 years at SPF Private Clients. He joins following a brief sabbatical, during which ...
Yesterday, 9.25 am Source Insurance has welcomed non-standard home specialist Pen Underwriting onto its Source Home insurer panel, strengthening their longstanding partnership and expanding cover options across a wider range of household risks. Bringing the benefits of peril-based rating and data enrichment to automa...
Yesterday, 9.24 am View in browser 020 8003 6340...
Yesterday, 9.21 am Buy-to-let lender, Landbay, has today (26th October 2026) announced the appointment of Scott Phillips as a new National Account Manager, strengthening its national accounts team as it expands its distribution reach. Scott joins Landbay with 20 years’ experience in the mortgage industry, much ...
Yesterday, 9.19 am Octane Capital has joined the Bridging & Development Lenders Association (BDLA) as a Lender Member. Octane Capital is a specialist property lender offering bridging, refurbishment and developer exit finance through the intermediary market. Founded in 2017, the lender has provided more than &pou...
Yesterday, 9.17 am JammJar, the AI-powered operating system for mortgage advice firms, has appointed James Prosser as Growth & Partnerships Director. James brings more than 20 years’ experience in the mortgage industry and was most recently Commercial Director at Mortgage Strategy. He will work closely wit...
Yesterday, 9.14 am Mortimer Street Capital has structured a £7.1m development exit facility with Recognise Bank, secured against a residential development just south of Bristol. The facility is secured over seven completed units, four of which are sold subject to contract, together with two additional plots cur...
Yesterday, 9.12 am Mortgage and wealth technology provider Twenty7tec has partnered with Arts University Bournemouth (AUB) Academy to explore how creative thinking can help address workplace challenges in the financial technology sector. The collaboration saw Twenty7tec employees take part in AUB Academy's inaugural ...
Yesterday, 9.11 am Simon Webb, managing director of capital markets and finance at LiveMore: “Total equity release lending has stayed consistent this quarter despite widespread uncertainty and squeezes across the market, but lending amounts and customer numbers remain stubbornly lower than this time last year. ...

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26/10/2026 New CRM? | RegData | Am I too picky? | Equity Release | Fintel & MBrain
23/10/2026 Protection referrals? | Stonebridge | Mettle | Coventry criteria? | Leeds
22/10/2026 JBSP with Vida
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15/10/2026 You bring the client. We'll bring the bridging.
13/10/2026 IP providers? | Primis | NW PT process | MUFB help | Networks | Clients

View all press releases Latest press releases

26/10/2026 We're increasing Clydesdale Product Transfer rates
26/10/2026 Brightstar appoints Ian Meadows to lead later life lending and protection
26/10/2026 Source Strengthens Home Insurance Panel With The Addition of Pen Underwriting
26/10/2026 Risks abound for sterling in Budget week
26/10/2026 Landbay announce new National Account Manager
26/10/2026 Octane Capital joins the BDLA
26/10/2026 JammJar appoints James Prosser as Growth & Partnerships Director
26/10/2026 Mortimer Street Capital structures £7.1m development exit facility for South Bristol scheme
26/10/2026 Twenty7tec partners with Arts University Bournemouth to bring creative thinking into financial technology
26/10/2026 LiveMore reacts to ERC Q3 report

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