PMS Videos

All Latest Videos

  • The Expertise Series S2 E10: Contractors

    The Expertise Series S2 E10: Contractors

    Mortgage for Contractors is usually assessed differently to standard employed and self-employed clients. We have therefore asked a number of our lender partners to share their contractor policy and how they can help you help your clients.

  • 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.

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

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