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Bankhall News Magazine
 
Bankhall News Magazine

Bankhall News is our Bi-monthly customer magazine, which includes:

  • Industry news
  • Provider articles
  • News from the Bankhall community
  • Discussion and commentary on topical issues
Bankhall News Issue 1 January 2012
In this issue:
  • Sesame Bankhall Group Plans for 2012 – 2012 continues to be a year of major investments, find out what is on the horizon. Page 4
  • The value of robust research in an RDR world – How do you tackle independence in the new RDR world? Page 6
  • The right support at the right time – The 2012 events programme has begun, what is in store for 2012? Page 11
Bankhall News Issue 12 - December 2011
In this issue:
  • Review of the year – Take a look back at 2011. Page 4
  • 2012 – Will you be a winner? We look forward to some of the key RDR dates for advisers in 2012
    Page 6
  • Bankhall showcases new investments at Conference 2011– We review Ivan Martin and George Higginson’s speeches. Page 12
Bankhall News Issue 11 November 2011
In this issue:
  • News – Sesame Bankhall Group appoints George Higginson as CEO. Page 4
  • Customer Satisfaction Survey Update – Thanks to everyone who took part in our recent survey. Find out who won the prize. Page 6
  • The final piece of the RDR puzzle – Did you know some of the Accredited bodies are now accepting SPS applications? Page 14
Bankhall News Issue 10 October 2011
 
In this issue:
  • Conference 2011 – Time is running out to book your place at the event of the year Page 6
  • One Vision – It’s been an eventful 12 months since we launched our platform. See our vision for the future inside. Page 10
  • Destination: Bankhall Online – This month we want to take you on a road trip through all Bankhall Online has to offer. Page 14
Bankhall News Issue 9 September 2011


In this issue: -

  • Time well spent... – – Only 58 days to go until the biggest event of the year! Page 6
  • A Real RDR Boost – Bankhall is introducing a new and improved version of My Learning! Page 10
  • The seeds of growth – How can marketing your business help project a professional image in a post RDR environment? Page 14
Bankhall News Issue 8 August 2011


In this issue: -

  • A basic guide to planning for Auto-enrolment and NEST – Putting plans into place to take full advantage of the changes in the pensions market. Page 4
  • Gap Fill ‘Known Knowns’ – When it comes to gap-fill there are still some unknowns, find out how to protect against the unknown. Page 10
  • The Future of Financial Advice– The Financial Adviser Schools first intake of students, plus future intake plans. Page 13
Bankhall News july 2011 - Issue 7


In this issue: -

  • Investing in the future of professional advice Executive Chairman Ivan Martin gives his views on the future of the advice profession. Page 4
  • Tool of the trade Turn a regulatory requirement into a business benefit with the TCF Centre - discounts for Bankhall customers! Page 8
  • Your time is coming - 2012 is a critical time - make sure you are ready - make sure you attend the event of the year Page 16
Bankhall June Issue 6


In this issue: -

  • Bankhall News: Bankhall Learning programme gains full accreditation! - Attend events and gain CPD credits. Page 6
  • All aboard the DipFA Express – get the early train to avoid arriving too late!Page 8
  • Bankhall – offering so much more than compliance - Nick Kelly urges firms to make the most of the support available from Bankhall. Page 12
Bankhall News May 2011


In this issue: -

  • Bankhall News:Sesame Bankhall Group’s Financial Adviser School opens its doors to first intake of students. Page 5
  • Exchange Traded Funds - Are they as simple as they look? Page 12
  • Thinking about the future - George Higginson, five months on - we find out what he’s planning. Page 15
April 2011
 
In this issue:
  • Helping to shape the future - George Higginson, Chief Operating Officer, reports on his first 3 months at Sesame Bankhall Group – Page 3
  • The Financial Adviser School opens its doors - This month we celebrate the launch of this unique academy! - Page 8
  • Have you considered how the advent of auto-enrolment and NEST could benefit your business? If so you won’t want to miss our next round of Holistic Advice Forums! - Page 17
Bankhall News March 2011 - Issue 3


In this issue: -

  • Bankhall embarks on Customer Service delivery programme - Committed to providing the best possible range of services to our Members. Page 10

  • The Bankhall Business Transition Programme - Practical steps you need to take to transition your business. Page 14

  • What price guarantees? An attempt to bring some clarity to the Guarantees market. Page 16
Bankhall News February 2011 - Issue 2


In this issue: -

  • Introducing The Financial Adviser School - Nurturing the next generation of IFA’s Page 4
  • Financial Life Planning - We profile a Sesame Bankhall member who has found an alternative route to business transition Page 10
  • Talking Technical – Annual Allowance reducing from April 2011– FAQ Page 18
Bankhall News January 2011 - Issue 1


In this issue:

  • By George, now that’s a vision - We talk to George Higginson, Sesame Bankhall Group’s new CEO - Page 4

  • Bankhall Learning Programme 2011 - Take a look at the events calendar for this year - Page 6

  • Nick Kelly - Nick shares his thoughts on the year ahead for the financial advice profession - Page 8
December 2010


In this issue: -


  • Championing the value of professional advice Highlights of Ivan Martin's annual address at this year's Conference - Page 4
  • TCF makes good business practice Many firms have now come to realise that TCF has always been part of your business philosopy, see how Bankhall can help with this. - Page 14

  • Independent Thinking An IFA shares his experience studying for CIOBs Diploma in Investment Planning. - Page 22
Bankhall News November 2010 - Issue 11


In this issue: -

  • Sesame Bankhall Group unveils One - a new concept in IFA support. - Page 4

  • Will your recruitment due diligence process meet with FSA requirements? - Find out more inside - Page 6
  • ifs – One man’s journey so far - A Sesame Bankhall member’s experience of the DipFA route. Page 18
October 2010


In this issue: -

  • New General Insurance panel! - Access the best insurers and market-leading rates on the panel. Page 5
  • The importance of effective Suitability Reports - See how important Suitability Reports are and how Bankhall can help. Page 7
  • Last chance - With Conference just a few weeks away, this could be your last chance to book! Page 14
Bankhall News September 2010 - Issue 9


In this issue: -

  • Growing our business - Nick Kelly explains a new recruitment campaign. Page 5
  • Unregulated collective investments Bankhall focuses on the complexities surrounding these schemes. Page 7
  • Exclusive FSA interview Bankhall News interviews the FSA's Rachel Donaldson. Page 8
Bankhall News - August 2010


In this issue: -

  • Just getting started Nick Kelly reviews the financial year so far. Page 4
  • New Qualifications Matrix - New online tool to help you choose your route to Diploma. Page 7
  • Bankhall Events - See what’s coming up in September and October of this year. Page 16
Bankhall News July 2010


In this issue: -

  • Bankhall News– The impact of the new Government’s proposals for the FSA Page 4
  • It’s make your mind up time! – See how Bankhall can help you choose the right route to qualification Page 9
  • Annual Conference 2010– The wheels are in motion to make this year’s event the best yet! Page 10
Bankhall News June 2010


In this issue: -

  • Bankhall news - Sesame Bankhall Group makes investment platform pledge Page 4
  • Wise heads- talks about the post-election environment Page 5
  • Technology special - We reflect on the evolution of business communications Page 16
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