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Wellbeing campaign launched for mortgage advisers

Wellbeing campaign launched for mortgage advisers

A health and wellbeing campaign for mortgage intermediaries has launched with the aim of helping advisers identify and overcome stress, illness and loneliness.

The initiative, by specialist distributor Crystal Specialist Finance, comes amid the coronavirus and the economy entering recession and will begin with a wellbeing survey of mortgage advisers and introducers.

The campaign will also include a series of roundtable events and a mentoring programme for individuals of the finance industry to provide professional support.

In collaboration with mental health charity Mind, charity events will also be held to promote the campaign and raise funds.

Jason Berry, group sales and marketing director at Crystal Specialist Finance, said: “I know it has been a difficult period for the intermediary sector so I would like to firmly establish the current industry sentiment then create a framework so effective support can be tailored to individual needs.

“Personally I have been blessed to work in the financial services marketplace for over 25 years during which time I have experienced many incredible highs but also witnessed some terrible lows with people losing homes and their employment, today’s market will undoubtedly see all emotions magnified.

“The campaign has a serious and sustained intention and I am determined to ensure we create an industry programme which makes a positive difference.”

Roger Morris, group distribution director at OneSavings Bank, commented: “This campaign is long overdue in the mortgage sector.

"Bizarrely there are hundreds of advisers and business principals who spend every day talking and delivering great advice to clients yet find themselves lonely."

Martin Reynolds, CEO of SimplyBiz Mortgages, added: “As we emerge into an environment which undoubtedly offers advisers huge market opportunity it is inevitable that some advisers will still need lifting and supporting emotionally with positivity”.

chloe.cheung@ft.com