Society of Mortgage Professionals

A mortgage is usually the largest financial commitment a person makes in their entire life. Its importance cannot be overstated. Those working in the mortgage market carry a deep responsibility to ensure the advice and service they offer is out of the top drawer. Due to its importance, the market is extremely competitive. Whether you operate as a lender or as an intermediary, it is vital to your business success that you are able to offer your clients the most professional and knowledgeable standard of service.

The Society of Mortgage Professionals is a specialist division within the CII that focuses on the delivery of products and services for the mortgage industry. It was established by The Chartered Insurance Institute to provide the knowledge and tools to enable its members to continue to meet the highest standards and also to provide recognition for individuals who are able to demonstrate their knowledge.

From this page, users are able to see all of the most recent articles published by the CII, and search for resources relevant to mortgages.

For further information on events and seminars being run by this society, please visit the Society of Mortgage Professionals page on the main CII website, using the following link –
http://www.cii.co.uk/mortgages/faculties_societies/smp.aspx

Knowledge Services has moved...
May, 2012
 
We have moved to http://www.cii.co.uk/knowledge/
 
 
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FSA Retail Conduct Risk Outlook 2012
March, 2012
 
Briefing front page
The FSA has published its Retail Conduct Risk Outlook (RCRO) for 2012. The RCRO sets out the FSA’s assessment of the 15 most significant retail conduct risks for the coming 18 months. These are risks arising from a firm’s conduct in their direct relationships with consumers, or where they have a direct duty to retail customers. The RCRO covers the prevailing macroeconomic and environmental factors impacting firms and consumers as well as the identified key risks.
 
 FSA_Financial_Conduct_Risk_Outlook_2012_INSURANCE.pdf,  FSA_Financial_Conduct_Risk_Outlook_2012_FS.pdf,  FSA_Financial_Conduct_Risk_Outlook_2012_FULL.pdf
 
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CII Briefing: Budget 2012
March, 2012
 
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A CII briefing summarising the Budget 2012 announcements related to financial services, insurance, property and taxation.
 
 Budget_2012_VF.pdf
 
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CII Internships Good Practice Guide
March, 2012
 
Internships provide a number of benefits to young people, employers and society as a whole. They present insurance and financial services companies with the opportunity to promote careers within our profession, whilst also supporting social mobility. The CII has produced an Internships Good Practice Guide to help employers provide high quality internship opportunities. The guide outlines a seven point code to support employers and calls on them to sign the CII’s Internship Pledge to provide good quality placements.
 
 CII_Internships_Best_Practice_Guide_VF.pdf
 
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Standard Life Assurance Limited v. Ace European Group and Others
February, 2012
 
Legal digest
Standard Life had advertised one of its pension funds in terms which referred to the funds being invested in cash, or the equivalent of putting the money on deposit. The fund was sold supposedly as a temporary home for short-term funds...
 
 
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Godiva Mortgages Limited v. Travelers Insurance Company Limited
February, 2012
 
Legal digest
This case concerns the ability of a primary layer insurer to aggregate claims in order to minimise its exposure to an insured facing widespread claims, arising out of dishonest actions by one of its former partners in property transactions...
 
 
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The regulation of mortgage business
February, 2012
 
Fact files
Firms regulated by the FSA have to comply with all of the requirements set out elsewhere in the FSA Handbook. Sections of the Handbook deal with training and competency, money laundering and dispute resolution and also detail the way in which the FSA operates as a regulator of the market. These aspects are covered in the authorisation, supervision, and enforcement manuals within the Handbook. A shorter, tailored version of the Handbook sets out the key areas applicable to registered mortgage businesses ...
 
 
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CII Briefing: FSA CP11/31 Mortgage Market Review - Final Consultation and Reform Package
January, 2012
 
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Last month, the FSA published of proposals for its Mortgage Market Review, suggesting changes in several areas including affordability assessment, self-certification, and advice versus execution-only. This briefing summarises the latest.
 
 CII_Briefing_FSA_CP11-31_MMR_Reform_Pack_Jan2012.pdf
 
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CII EU Update 13: Plus ça Change, Plus c’est la Même Chose: European Regulation in a Changing Political Context
January, 2012
 
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Update briefing on latest EU developments including general political context and Commission guidelines on the European Court's gender and insurance ruling.
 
 European_Financial_Services_Update_13_9Jan2012.pdf
 
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CII Public Affairs Update - December 2011
January, 2012
 
Big Ben
The CII Public Affairs Updates contain news from Westminster and Whitehall, Europe and the regulator.
 
 12_CII_PA_Update_Dec_2011.pdf
 
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