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

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

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