2025 is shaping up to be one of the busiest years for mortgage intermediaries in a decade. Over 1.6 million fixed-rate deals are set to expire this year and in Q1 we saw a busy market driven by the rush to speed through transactions ahead of the end of the temporary stamp duty relief. As we look ahead to what will hopefully be a busy summer, there is a definite opportunity to improve client outcomes through great advice - and it’s not just about mortgages.

Advisers are under growing pressure - and presented with real potential - to offer a more complete customer experience. Insurance, once treated as a secondary add-on, is fast becoming a key differentiator. It’s where you can deepen relationships, stand out and add real value.

This white paper explores why now is the moment to rethink your insurance approach - and how timing, tech, and regulation are reshaping distribution as we know it.

• Mortgage brokers and advisers
• Financial intermediaries
• Advisory firm principals
• Anyone ready to grow insurance income and client value