Sesame Bankhall

Sesame Bankhall Group's head of adviser technology, James Stevenson, explains how the experience of financial advisers in Australia is helping drive technology innovation in the UK.

Advice firms should not become fixated on remaining independent, network and support service provider Sesame Bankhall has said.

Protection is seen as a key growth area by IFAs with almost two thirds optimistic about increasing business in the sector this year.

Bankhall has launched an entry-level service aimed at advisers looking for low-cost support.

Who moved where in another busy week in financial services...

Lawyers hired by the FSCS to pursue claims against IFAs who recommended Keydata have sent out letters with the name and addresses of every firm it is chasing, including details of principals of appointed representative firms.

This week Mark Loosmore of AT8 Group spoke to Sesame Bankhall (SBG) about its different approach to automating training and competence (T&C) processes.

The New Holistic Advice Forums being launched for Sesame network members and Bankhall customers will help advisers with their gap-fill CPD requirements.

Advisers are at risk of further FSA action as miscommunication between AIFA and the ABI means many are not aware of critical illness (CI) sales guidelines released last year.

Mortgage advisers are more efficient at selling protection than IFAs, John Cupis tells Paul Robertson, while IFAs have decisions to make