Neil is an extremely knowledgeable and connected individual and his experience in financial services is tantamount to none. His work with Penrose has been excellent and we appreciate his assistance in achieving some great results! 
Leone Lewis, Associate Director, Consumer Finance Team, Penrose
MCOB and Mortgage Advice
Objectives
- To understand how to evidence the quality of mortgage advice
- To focus on the particular problems identified by the FSA, namely affordability; T&C and senior management responsibilities
- To be able to put in place the correct systems and controls for good advice
Who should attend
Managers / supervisors of mortgage advisors, or with responsibility for mortgage advice, and those in T&C, risk and compliance functions.
Summary of content
- Quality Mortgage advice – what is it?
- Ensuring you have the right people
- KPIs – how important they are!
- The sales process
- Benchmarking performance – essential MI
- TCF
- The sub prime market
- What are the common problems
Duration
1 day
