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News
AEGON Scottish Equitable Flexible Pension Plan Now Live on Portavista04 November, 2008 “AEGON's FPP is a truly unique and attractive pension product and we are thrilled to be able to offer this product offering to Advisers and their clients.” Bankhall partners with FirstCity to offer professional indemnity Insurance to members09 October, 2008 “I believe that our partnership with FirstCity could not have come at a better time for Advisers. While Bankhall has always recommended that our members obtain Professional Indemnity Insurance, as it is required for authorised firms by the FSA. In the past many of our members have found Professional Indemnity Insurance to be costly and the application forms to be overly complex. Now through FirstCity Bankhall members will have access to discounted rates and simple online forms in order to obtain this vital insurance.” Portavista provider announcement - MetLife to join Portavista Platform09 October, 2008 “From the outset we promised Intermediaries that we would offer choice of providers and products through Portavista. We are thrilled to offer MetLife's Retirement Portfolio to Intermediaries. MetLife is a new and exciting brand in the UK, with a lot of history and experience behind them. The service and products that they offer match perfectly with the high standards we have set for Portavista.” Peter Mann to Step Down as Bankhall CEO24th September, 2008 “Bankhall has ben a big part of my life for the last 6 years and these have been amongst the most enjoyable years I have spent in business. Bankhall is a very special place with a great number of wonderful people and, in many ways, I shall be sad to leave. However, it is now an appropriate time to consider my role and the way the business moves forward.” Bankhall Members See The Value In Remote Services22nd August, 2008 “The remote file checking service was started to provide Bankhall members with an efficient and cost effective way to submit client files to our compliance staff for review. In addition to saving time and money, members can establish whether the quality of the advice they are providing their clients is acceptable and are provided with suggestions for improvement.” Portavista Currently the Fastest Growing Platform for Intermediaries22nd August, 2008 “We know that we are providing IFAs with a valuable service. We have already processed over 100 membership applications, a testament to the quality of Portavista. Our commitment to continue to enhance the proposition will ensure that we continue to improve the value of what we believe to be an already premium service.” Bankhall and Kaplan Join Forces — Apprenticeships to all Ages26 August, 2008 “The aim of this apprenticeship programme is to ensure that the financial services industry maintains globally competitive and allows employees already active in the financial service industry to obtain vital qualifications. Bankhall members have demonstrated their dedication to maintaining high levels of industry qualifications and we anticipate that our members will encourage the younger generations to maintain these standards as well.” Bankhall Survey Shows Adviser's slow to take up CMS12 August, 2008 “Our survey did indicate that Advisers are realising that CMS solutions are an essential part of a modern IFA business. Our results showed that while a significant portion of Advisers have yet to make the leap, at least 40% of Advisers are utilising one of the four leading CMS products,” offered David Golder, Managing Director of IFA Services. Essential Building Blocks for the Future29 July, 2008 “The FSA has stated that Advisers need a point of reference by which they can measure performance. Establishing a written business plan is the first and essential step in this process. Further, Advisers should not be afraid to ask for assistance in setting up business basics.” Bankhall white paper offers guidance on CMS solutions22 July, 2008 “Given the number of CMS solutions available and the complexities of each service, we realised the need for an impartial guide.” Assureweb and Bankhall forge deeper strategic alliance14 July, 2008 “We were delighted to be selected to support the Bankhall protection proposition but for this to evolve into a whole of market strategy is a real coup. Not only does it demonstrate the strength of the Assureweb proposition, but it also highlights the success of our strategic alliance with Bankhall.” Bankhall call to action- Advisers should consider Open Market Option25 June, 2008 “Unfortunately a large number of consumers, even when properly prompted, still appear to be ignoring the Open Market Option. This only emphasises the importance of utilising the expertise and market options available to an Adviser to ensure consumers are best served in retirement. Advisers now have a distinct opportunity to provide their clients with a comprehensive analysis of their situation and develop a retirement solution that best suits the clients requirements. In turn hopefully the client will be educated by the process.” Portavista is live for trading26 May, 2008 “Portavista is a platform that has been designed by IFAs for IFAs and already the intermediary community is recognizing the value Portavista has to offer. The number of applications we have already received at such an early stage is a testament to the resonance this platform is having. We anticipate that more and more firms will see the demonstrable difference between our offering and the other platforms available in today’s market.” Bankhall provides members with the training to meet the looming financial skills shortage21 May, 2008 “Bankhall members are responding positively to the need for additional training. This is a predominately free service that we provide our members and those who choose to participate are saving their businesses an estimated £ 8 ,000, if they sought out training elsewhere. Our member participants are seeing the value that our Knowledge Forums have to offer. Given the positive response, we continue to improve our course offerings to ensure that they are relevant and timely.” Bankhall sees the benefit of experience in the RDR30 April, 2008 “The FSA has benefitted from the industry’s input and should be congratulated for evolving their approach based on this. It is vital that the industry continues to participate in the RDR process, as the FSA is looking to us to fill in the gaps, and we should seize on that opportunity. Bankhall will be fighting the corner for IFAs, as the cornerstone of the advice regime.”
“Bankhall offers step by step guidance to individuals looking to make the move to direct authorisation for the first time.22 April, 2008 "At Bankhall we understand that many advisers may wish to make the move to direct authorisation and more importantly we recognise that for many this may be a daunting prospect. That is why we have invested a large amount of time and resource in to developing an offering that will assist IFA’s every step of the way.” For all Media enquiries please call 07919 537 992 or e-mail media@bankhall.co.uk |