Paul Archer’s Mortgage Insights

The second week in September opens up with Paul in Tivoli Studios with his weekly Insights. This morning, he talks about Flying Freehold with a snapshot of the Luton Town FC goal terrace. Plus, Paul reflects on how the Pandemic may have destroyed good old-fashioned customer service. This is your opportunity to benchmark your customer care skills and offering to your customers and clients. As alway...

After a Bank Holiday break last week, Paul opens up Tivoli Studios for his weekly Mortgage Insights. Today, he wants to discuss two topics: an update for you on Capital Gains Tax and how mortgage advisers can consult tax with landlord clients whilst referring them to their accountant. Secondly, a final clip on repossession proceedings to update you on what happens when the nightmare of losing your...

Paul's appearing live from Tivoli Studios to update you on investment changes – plenty of them. With Consumer Duty putting them all under the spotlight, we start to see a gradual reduction. Also, Paul gives you a potted history of endowment policies as it's the 40th anniversary since he sold his first! Finally, a short piece on the new kid on the block – the Green Mortgage. Fad or serious contende...

Paul's opening up Tivoli Studios this morning in the middle of August as things hot up a tad. We have the princely sum of 22 degrees today! Two topics this morning. An exciting preview of the soon-to-happen Equity Release Dashboard, which will solve interest rate and low LTV challenges. Plus, what brokers/advisers need to do following Consumer Duty regarding Vulnerable Customers. Do we have to be...

Paul's opening up Tivoli Studios especially for you this morning to discuss some interesting topics. Firstly how you can earn some fees in referrals, but first, you have to establish all the correct needs of your clients. Paul gives you a washing powder version that's clean and tidy. An update on the MoneyHelper follows: this recently rebranded government-funded firm is a possible referral for cus...

Paul joins you live this morning in Tivoli Studios - the first day of the working week. Today he'd like to give you some practical ways of keeping those "hard to pin down" first-time buyers warm and fuzzy - it's all about the market share; strategies to keep your business afloat and ready for 2024 onwards. Also, a quick update on savings interest taxation and how it's affecting many more people no...

Paul pops along mid-week to give you some great tips and ideas to boost your prospecting and personal marketing efforts this summer. 30 minutes of golden nuggets as Paul answers 22 or so questions.

Paul joins you live this morning in Tivoli Studios - a fresh new week. A quick discussion around the FCA's new initiatives around the rampant number of social media influencers who are not authorised to advise but are leading many people down a financial path. The FCA is launching a consultation with far-reaching implications for social media users who promote their advice services online. And tha...

Paul joins you live this morning with three short topics. Firstly a quick snippet on the demise of passporting - the final nail for Brexit. Then a useful session on two commitment strategies when dealing with clients. Finally, a presentation on roofing inspections and the rise of drone specialist reports for mortgage purposes. Paul uses his example to illustrate this subject. As always, Paul's ove...

Paul talks today about two topics to help all mortgage and later-life lending advisers. A summary of the UK Government's Mortgage Charter, so you know exactly how to advise your clients in their Mortgage MOTs, plus insight on how to be attractive to customers and clients alike. As always, Paul's over at https://www.archercourses.com

Paul talks today about two topics to help all mortgage and later-life lending advisers. We need to talk about early repayment charges on equity release as the marketplace has quickly overtaken your study textbooks (which happens in a fast-moving sector like ours) and has evolved how it charges early redemptions. You need to know. Finally, he looks at several ideas to help you advise protection whe...

Paul’s, down at Tivoli Studios this morning, talks today about two ways to help clients through cost challenges. Firstly how to run a Mortgage MOT to talk about government and lender assistance to those struggling to pay their mortgage. Some insights here that you wouldn't have figured out before. Finally, an update on the Rent a Room. As always, Paul's over at https://www.archercourses.com

Paul gives an 8-minute quick overview of how he sees the mortgage market evolving over the next few years now that we've had some new information this week. Some interesting insights for you and directions that you ought to be taking.

Paul calls into Tivoli Studios at https://www.archercourses.com to talk about Personal Allowances and how they are reduced for high earners. Plus, he gives you the low down on types of advice, including the new simplified regime and the rise of robots.

Paul returns after his long drive from Southwest France to see his 85-year-old dad; the French motorways are glorious. This morning he wants to update you on dividend taxation and a short presentation, "The Secret to Embracing AI". The insight here is ideal for those struggling to embrace AI in its entirety because they've always done it their way. As always, Paul's at https://www.archercourses.co...

Paul returns after the last Bank Holiday for a while in the UK. He comes from https://www.archercourses.com to talk about Pensions Credit and the importance to those over State Penson Age and the benefits are given. Plus he'll give you a useful update on the Bond Markets and the interest rate turmoil since the inflation figures were published.

Paul pops into Tivoli Studios this morning - https://www.archercourses.com - SDLT hits the notes this morning and Paul wants to take you through 9 situations where SDLT is paid and they're all different. Useful CPD

Paul opens up Tivoli Studios this morning - https://www.archercourses.com - Today, we're focussing on the 100% mortgage and, in particular, the security lenders are taking to offset contagion and locust infestation, which some brokers are wrongly predicting. Paul also recaps the four levels of referral nirvana.

Paul arrives at Tivoli Studios this morning - https://www.archercourses.com - today; he wants to update you on the welfare benefits payable by the State for those in financial need for 2023/2024. Valid for all advisers discussing protection plans and equity release and any student doing their CeMAP 1, 2, Equity Release or FSRE.

Paul arrives at Tivoli Studios this morning - https://www.archercourses.com - with a couple of topics to discuss. Firstly, a timely reminder of the AI revolution and how advisers can embrace and use it to their competitive advantage. Then a reminder of the Married Couple's Allowance, still going strong after all these years especially relevant to advisers in the Later Life Lending Marketplace.

This morning Paul at https://www.archercourses.com is livestreaming direct from Tivoli Studios after the Easter Break with two topics. Firstly a couple of CGT issues for brokers affect landlord clients and holiday let business. Next, Paul summarises personal pension contributions and limits for the new tax year, in case you're doing your CeMAP 1 or want to keep up with CPD.

Paul is coming to Tivoli Studios this morning just in time to see the new Tax Year in the UK. His first topic will illustrate the minimal tax changes in the new tax year because of Fiscal Drag - a horrible but all-important term. Next, Paul will summarise 5 different income tax situations - non, basic, married, high and additional rate taxpayers. Finally, he'll give you an excellent metaphor for f...

Paul popped into the Studio this morning to talk to you about the CGT changes coming up in the new Tax Year, and the conversations mortgage advisers can have with clients whose property may be liable. Also, have you been hit by Direct Debit Remorse? If so, Paul has 7 ideas to help you when chatting with your clients. Paul's at https://www.archercourses.com

Paul's chatting to you this morning from Tivoli Studios about the various opportunities from last week's budget and a snippet entitled "Factfind Like Its 1999" - how to accelerate your route to becoming a financial adviser and make some referrals beforehand. As always, Paul can be contacted on LinkedIn at www.paularcher.uk

Paul is in Tivoli Studios on this fine morning awaiting the invasion of over 280,000 fans to the Cheltenham Festival, so he's staying indoors this week. Today he wants to present a short "Affordability in the Later Life Marketplace" session. This might seem odd as equity release requires no monthly payments. Many new products have appeared in the later life sector, with more appearing monthly. Hen...