July Masterclass – Powering Your Clients Forward: Swoop Platform Updates & Lending Market Outlook

Stay ahead with the latest Swoop features and expert insights on what’s shaping SME funding

Here’s a summary of what’s in store the july webinar:

  • Market & Lender Update: Stay informed on current funding trends and lender changes to better position your clients.
  • Guest Expert – Penfold on Pensions: Rob Wilson from Penfold discusses the Salary Sacrifice Scheme, which helps reduce clients’ wage bills by cutting National Insurance contributions. Penfold also simplifies pension management for clients, saving you time.
  • New Portal Feature – Invite a Collaborator: Easily involve clients or team members in funding applications without requiring them to create an account. Just send an email invite, and they can add details directly – streamlining the process and reducing admin.

Speakers:

  • Chris Roxburgh – Head of Advisors, Swoop Funding
  • Shane Sexton – Senior Funding Manager, Swoop Funding
  • Rob Wilson – Penfold

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Disclaimer: Swoop Finance helps UK firms access business finance, working directly with businesses and their trusted advisors. We are a credit broker and do not provide loans or other finance products ourselves. We can introduce you to a panel of lenders, equity funds and grant agencies. Whichever lender you choose we may receive commission from them (either a fixed fee of fixed % of the amount you receive) and different lenders pay different rates. For certain lenders, we do have influence over the interest rate, and this can impact the amount you pay under the agreement. All finance and quotes are subject to status and income. Applicants must be aged 18 and over and terms and conditions apply. Guarantees and Indemnities may be required. Swoop Finance can introduce applicants to a number of providers based on the applicants’ circumstances and creditworthiness. Swoop Finance Limited is registered with the Financial Conduct Authority as an Account Information Services Provider (reference number 833145). Swoop Finance Limited is authorised as a credit broker under FCA registration number 936513. If you feel you have a complaint, please read our complaints section highlighted above and also contained within our terms and conditions. Swoop Finance Ltd is registered with Companies House (company number 11163382, registered address The Stable Yard, Vicarage Road, Stony Stratford, Milton Keynes MK11 1BN). VAT number: 300080279

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