Legal & General evolves mortgage business, announcing new business areas & roles

mortgage adviser with clients

Legal & General has today announced the formation of Legal & General Mortgage Services, set up to align its established Legal & General Mortgage Club and Legal & General Surveying Services, alongside a newly created business strand: Legal & General Technology.

Kevin Roberts will lead the team in his new role as Managing Director of Legal & General Mortgage Services and this new business area will operate as a key part of Legal & General’s wider Retail division.

In light of Kevin Robert’s new overarching responsibilities, Clare Beardmore has been appointed Director of Legal & General Mortgage Club, the UK’s largest mortgage club. In her new role, Clare will be responsible for the growth of the Mortgage Club and will continue to support the broker community in line with her previous remit.

Legal & General has established itself as a core provider of mortgage research technology through its SmartrFit, technology which is used by advisers both within and external to its Mortgage Club. Technology will be a core strand of the Mortgage Services business and will be headed up by Jodie White, who retains her title as Head of Product and Transformation, as the business separates its tech offering from Mortgage Club and widens its scope. Jodie will be responsible for building on the success of Legal & General’s SmartrFit tool and leading the next stage in the company’s journey in the mortgage research market. The new business area will focus on digital tools that directly support intermediaries and lenders across the market.

Bringing the three business areas together under Legal & General Mortgage Services will provide new opportunities for these teams to work creatively and collaboratively to support the UK’s housing market.