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CSF launches health and wellbeing campaign for intermediaries

Jason Berry crystal specialist finance

Crystal Specialist Finance (CSF) has launched a long-term health and wellbeing campaign for the intermediary sector.

 

Due to the COVID-19 pandemic and the start one of the deepest UK recessions in history, the specialist distributor is looking to help individuals identify and overcome stress, illness and loneliness.

The campaign commences with a wellbeing survey focusing on the current feelings of UK mortgage advisers and introducers, which will then expand into a series of roundtable events in the coming months.

CSF is also planning to set up a mentoring programme where well-known figures in the finance industry can provide professional support.

Working in cooperation with mental health charity Mind, CSF will download helpful advice onto its website, and hold charity events across the next 12 months, to maintain campaign profile and raise money for the organisation.

As part of the launch CSF is distributing stress-reducing amethyst crystals to brokers and introducers who complete cases through the business during autumn and winter.

Jason Berry (pictured), group sales and marketing director at CSF, 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.

“The calmness and good luck which is associated with the amethyst crystal is offered as a light-hearted way to provide a mood boost.”

Roger Morris, group distribution director at OSB, said: “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.

“Motivating the motivator is always hard work whether working alone or as part of a team. I will put myself forward to help with this campaign in any way I can.”

Martin Reynolds, CEO of Simply Biz 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.

“Any initiative which therefore promotes health and wellbeing has to be applauded and the Simply Biz Mortgage team look forward to helping Jason and Crystal Specialist Finance as the campaign progresses.”

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