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Jonathan Needham

Why a Mortgage Maturity is the Ultimate Test of Client Loyalty

With a staggering 1.8 million mortgage maturities hitting the UK market in 2026, mortgage advisers face a high-stakes test of client loyalty. While it is tempting to treat these maturities as quick, transactional product transfers, doing so risks falling short of Consumer Duty expectations and leaving clients exposed.

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Vicki Picton

Advisers Can Help Clients Move Beyond Bad Credit

Vicki Picton, Director and Mortgage & Protection adviser at Veritas Financial Group, explains how advisers can help clients move beyond bad credit by combining early engagement, lender relationships, and strategic planning to achieve homeownership.

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