Paul Archer’s Lunchtime Livestream – 2023 January 30th – Pension Planning for Mortgage Clients

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Paul's livestreaming from Tivoli Studios today for all mortgage advisers. Those wishing to pivot their business model slightly will be interested in today's topic. How a typical mortgage client - maybe a BTL client in their 50s - will want to progress retirement planning. It's an interesting case study, useful for anyone doing their CeMAP 1 but also those thinking about how their mortgage clients could want financial advice. Paul's over at https://www.archercourses.com

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Paul Archer is a financial services specialist. He has worked with clients in the UK and worldwide in developing their knowledge and skills. He has worked with companies in the UK, USA, Europe, Middle East, India and the Far East sharing best practice from the UK – arguably the most developed and most competitive services sector in the world. He has 35 years of business experience, working with banks, building societies, insurers and brokers. For the last 19 years, he has managed his own training business. Level 4 qualified and holds the mortgage adviser certificates and speaks regularly for the Society of Mortgage Professionals on mortgage-related sales and technical topics and works regularly for the Chartered Insurance Institute delivering technical and skills workshops.

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