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Sesame Bankhall Group has launched a referral service for members faced with clients possessing pension pots of £30,000 or less.
Sesame Bankhall will launch a restricted advice service for at-retirement customers with small pension pots.
A service offering expert guidance for principals on how to develop and prepare an exit strategy has been launched by Bankhall.
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Adviser support firm SimplyBiz has appointed two regional development managers to help run its new Verbatim Asset Management offering.
Matt King, principal at London-based adviser The Investment Company, has been named the 2010 Adviser of the Year by network giant Sesame.
IFA network giant Sesame is set to launch an online RDR forum enabling its member firms to share ideas as they prepare for life after 2012.
Sesame Bankhall chief operating officer Stephen Young today outlined his plans to restore IFA support services provider Bankhall to its “former glory”.
Bankhall managing director David Golder has left Sesame Bankhall Group.
A virtual conference examining what advisers need to do to become RDR compliant is being launched by Sesame Bankhall Group for its members.
Sesame Bankhall Group says it will “invest millions” in 2010 to support its member firms make the transition to be RDR-compliant by 2012.
Sesame Bankhall Group is calling on the FSA to consider a standard factoring scheme.
Banks systematically sell products and the RDR will not change that, Sesame Bankhall executive chairman Ivan Martin says.
The future of Bankhall’s Portavista platform has been thrown into fresh doubt after the support provider announced it would no longer use Capita’s Enabler technology to power it.
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