Pure Retirement has strengthened its adviser help 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 staff because the field-based enterprise growth supervisor for London and the South East.
She brings ten years of expertise in monetary providers to the publish, beginning in a lifetime mortgage contact centre and progressing by means of positions in phone account administration, strategic help, and enterprise growth administration.
The lender has additionally launched a pre-application verify service, which permits brokers to debate circumstances with phone enterprise growth managers earlier than software to verify towards standards situations and flood zoning to make sure eligibility and scale back the chance of declines.
It has additionally rolled out a simplified on-line plan evaluation course of for all advisers, utilizing a single kind 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 corresponding to pre-application checks and on-line plan evaluation instruments, and we’re glad to be constantly enhancing our service provision to assist ship the most effective outcomes with advisers and their purchasers alike.”
Phillips adds that she seems ahead “to persevering with to construct and nurture sturdy relationships with advisers” in her new function.
