PMS Videos

All Latest Videos

  • The Expertise Series S2 E9: Mortgages For Professionals

    The Expertise Series S2 E9: Mortgages For Professionals

    Some borrowers are employed in certain professions, where their defined career path and reliable income allow lenders to support with enhanced criteria. For this webinar, we have asked some of our lender partners to explain how they can help your professional clients.

  • The Expertise Series S2 E8: Buy-To-Let, Holiday Lets

    The Expertise Series S2 E8: Buy-To-Let, Holiday Lets

    With holiday destinations abroad being limited over the last year, our mortgage desk has been getting increasing enquiries on holiday let mortgages in the UK. We have therefore asked a selection of our lender partners to share their holiday let criteria with us.

  • The Expertise Series S2, E7 - Self-Employed Underwriting Approach

    The Expertise Series S2, E7 - Self-Employed Underwriting Approach

    Around 5m of the UK workforce is self-employed, and while there are many advantages to self-employment, the pandemic has thrown its drawbacks into stark relief as many working for themselves didn’t have employee benefits, such as sick pay or the furlough scheme to fall back on. Therefore the government had to support with a range of measures. Many self-employed customers feel their loss of income during the pandemic will stop them from moving house or re-mortgaging. We have chosen a selection of our lender partners who will talk through their approach to underwriting for the self-employed, which will help you support those customers and quell this myth.

  • The Expertise Series S2 E6 - How To Read Accounts

    The Expertise Series S2 E6 - How To Read Accounts

    James Young and Mo Parmar of Aldermore take you through step by step how to read your customers accounts.

  • The Expertise Series, S2, E5 - Help To Buy Scheme

    The Expertise Series, S2, E5 - Help To Buy Scheme

    In our latest episode of The Expertise Series, we look at the new Help to Buy scheme, identifying changes to the previous scheme and hearing from our partners to hear their Help to Buy propositions. We hear from Nationwide Building Society, Vida Homeloans, Darlington Intermediaries, Santander, and The Melton Building Society.

  • The Expertise Series, S2, E4 - How To Create GI Opportunities with Uinsure

    The Expertise Series, S2, E4 - How To Create GI Opportunities with Uinsure

    Over the past few months, we have been working with providers on how advisers can talk through protection and general insurance (GI) alongside product transfers and re-mortgages. Protection and GI tend to be sold alongside purchase mortgages, however, customers who are re-mortgaging and taking out product transfers still have the same protection and GI needs, so advisers should be having discussions with these customers. We have recorded a few sessions with providers to support advisers with these conversations and to help understand why these should happen. L&G, AIG and Uinsure share their experience and views within the recordings.

  • The Expertise Series, S2, E4 - How To Create Protection Opportunities with L&G

    The Expertise Series, S2, E4 - How To Create Protection Opportunities with L&G

    Over the past few months, we have been working with providers on how advisers can talk through protection and general insurance (GI) alongside product transfers and re-mortgages. Protection and GI tend to be sold alongside purchase mortgages, however, customers who are re-mortgaging and taking out product transfers still have the same protection and GI needs, so advisers should be having discussions with these customers. We have recorded a few sessions with providers to support advisers with these conversations and to help understand why these should happen. L&G, AIG and Uinsure share their experience and views within the recordings.

Mortgage Videos

Mortgage Videos

The Expertise Series - Part Two: Large Loans

The Expertise Series: Part Two - Large Loans

Why Use Fleet Mortgages?

Introducing Family Building Society

Positive Lending webinar

Coventry for Intermediaries Webinar

Nationwide & The Mortgage Works

Introduction to Foundation Home Loans

The Benefits of BuildLoan

Exclusive roundtable Discussion | Jane Benjamin | Full interview

Help to Buy webinar with Sally Wright - Vida Homeloans

Every mortgage tells a story - Vida Homeloans

Accord Mortgage's improved Affordability

Canada Life - Lifetime Mortgages

The Cambridge - Proud to partner with you

Mike Regnier talks about Accord

Protection Videos

Doing business with us

Marketing made refreshingly simple

Helping Hand – A nurse’s story

A closer look at Helping Hand

Business Protection Explained

Everyone’s different

Key person replacement service - Aegon Policy Plus

Second medical opinion - Aegon Policy Plus

Health and wellbeing service - Aegon Policy Plus

New Business Dashboard - Scottish Widows

Linda's claims story - Scottish Widows

Supporting your clients at every step of the journey - Scottish Widows Care

Learn about our Member benefit app, HealthWise - The Exeter

Aegon's Policy Plus

We Live Protection - Aviva

AEGON Our Protection proposition

Why AIG Webinar

Aviva Wellness

British Friendly Zenith Promo

British Friendly - Why Income Protection?

British Friendly - Wendy's Story

In the Know

Our approach to underwriting

Guardian - How it all began

Guardian Intro video

Guardian - Life Made Better webinar

LV Flexible Protection Plan

Opening the Door to Royal London

The Exeter

Selling Income Protection from Home

Income Protection by Thomas Breedon

[email protected] - the health and wellbeing app from Unum

Vitality Zenith Promo

Emily, a Zurich customer

PMS Videos

How PMS enables you to be the one stop shop for your clients

Why would a protection firm benefit from being a PMS member?

Why would a mortgage firm benefit from becoming a PMS member?

An introduction to PMS

Protection Videos

GI Videos

PMS 3rd Party Service Videos

Specialist Videos

New Build Videos

PMS Videos