Pure Retirement has strengthened its adviser assist with the addition of a brand new enterprise growth supervisor, in addition to upgrading its broker providers.
Natasha Phillips (pictured) joins the lifetime mortgage lender’s middleman gross sales group because the field-based enterprise growth supervisor for London and the South East.
She brings ten years of expertise in monetary providers to the put up, beginning in a lifetime mortgage contact centre and progressing by positions in phone account administration, strategic assist, and enterprise growth administration.
The lender has additionally launched a pre-application examine service, which permits brokers to debate circumstances with phone enterprise growth managers earlier than utility to examine in opposition to standards situations and flood zoning to make sure eligibility and cut back the danger of declines.
It has additionally rolled out a simplified on-line plan assessment course of for all advisers, utilizing a single type and an automatic course of to handle requests from advisers trying to set up the present state of their purchasers’ lifetime mortgages, and the potential of additional borrowing.
Pure Retirement head of distribution Scott Burman says: “Natasha joins at a time of constant service enhancements, which have culminated within the rolling out of recent initiatives equivalent to pre-application checks and on-line plan assessment instruments, and we’re glad to be persistently enhancing our service provision to assist ship the very best outcomes with advisers and their purchasers alike.”
Phillips provides that she appears to be like ahead “to persevering with to construct and nurture sturdy relationships with advisers” in her new position.
