I've been closely monitoring the challenges and opportunities in the buy-to-let (BTL) market in 2023. It's been a challenging year for both lenders and advisers, with dramatic drops in new business levels. In this blog post, I'll delve into the financial dynamics of the BTL market, emphasising the invaluable assistance that advisors can provide by enhancing their knowledge of property-related factors.

This month Scott Millar and Robert Schwarz, co-founders of Finova Money and members of the PFS Power Panel, talked about their experience of using ArtificiaI Intelligence (AI) in their financial planning firm.

Mentoring is not a recent concept. In fact, it has gone on for hundreds of years, originating in the arts, with aspiring painters sitting at the feet of a master to learn their craft.

The Chartered Insurance Institute’s (CII) Society of Mortgage Professionals (SMP) has launched a new accreditation mark to assure the quality of CPD activities for mortgage advisers. The CII and PFS have recognised high-quality learning programmes provided by third-party organisations across general insurance and financial services for many years. This new SMP mark recognises CPD hours with a specific focus on mortgage advice, providing formal recognition that a training programme meets the CII’s CPD accreditation standards, as well as demonstrating: