Rockstead is an independent asset, business and process review company established in 2008.
We provide a range of services, across all asset classes, to businesses involved in the financial services market. We have unmatched experience in the residential, commercial, unsecured, and corporate loan sectors.
Those clients include investment and retail banks, building societies, hedge funds, private equity companies, non-bank lenders, BPOs and third-party servicers.
We support a number of Funders and Lenders within the Equity Release Market in the UK and across Europe.
We are fully aware that there is a joint responsibility between Funders, Lenders, and Distributors to ensure that the requirements under Consumer Duty are implemented and embedded throughout any process. Rockstead recognise this as a key area of focus in H2 2023 and one where we can provide the necessary support and assurance to reaffirm any related activity is being applied throughout.
We are recognised as the leading provider, with the longest history, in due diligence services throughout Europe.
Specific Areas that we can support Clients with include.
- Due Diligence & Agreed Upon Procedures
- Funder Reviews
- Operational and Policy Reviews
- Consultancy Services
- Staffing Services
- Contact Monitoring
Funder Reviews.
- Pre-funding and closing reviews.
- Operational reviews
- Risk assessment
- Existing portfolio analysis ( ESG)
- Origination and servicing policy reviews
- Loan origination sampling
- Arrears, collections, recoveries assessments
- Data integrity validation and collation
- Cash reconciliation
- Complaint assessment
Consultancy Services
- Risk framework assessment
- Regulatory compliance reviews
- GAP analyses
- Portfolio performance
- Business start-up support
- Change management.
- Market comparable assessments
- Expert witness services
- Training needs reviews and implementation
- SMCR reviews
- Consumer duty reviews and outcomes
For more information https://rockstead.co.uk/