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The Cambridge Building Society appoints Sesame Bankhall Valuation Services as panel manager

  Sesame Bankhall Valuation Services has established itself as a market leading panel management business that delivers a high quality service to lenders and their customers. Our new partnership with The Cambridge demonstrates the strength and value of our offering. The appointment of SBVS is the first step in a long-term partnership with The Cambridge and we look forward to working closely together on a range of valuable new initiatives.


Managing Director of PMS and SBVS

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Sesame Bankhall Group retains number one spot for mortgages in 2011
Sesame Bankhall Group retains number one spot for mortgages in 2011
  • Group strengthens position with £1.9bn mortgage business increase to £26.1bn
  • Investment in services helps advisers to increase productivity by 20 per cent in 2011
Sesame Bankhall Group has today announced its 2011 mortgage business and market share results for PMS and Sesame.

The combined group delivered over £26.1bn of mortgage applications to lenders in 2011, a £1.9bn increase on the previous year (2010: £24.2bn). The group’s market share also increased to 13.8 per cent of the overall UK mortgage market (2010: 13.3 per cent).
SBG HR Director scoops top industry award
Lisa Winnard, director of HR & development at financial services company Sesame Bankhall Group, has been awarded a coveted top industry accolade.

Lisa has been named HR Director of the Year at the prestigious HR Distinction Awards 2012, held at the ICC in Birmingham in front of 400 of her peer HR professionals from across the UK.

The HR Distinction Awards recognise the outstanding achievement of HR Directors from the UK’s leading companies and are assessed by a panel of judges selected from some of the UK’s biggest organisations, including Tesco, McDonald’s and Carphone Warehouse.

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FAS Open Day January 27th

Find out about the Financial Adviser School – Open Day, 27 January 2012

The Financial Adviser School are hosting an open day on 27th January for both adviser firms and potential students to find out more about how the school can help them.

The event will take place at our offices in Altrincham Cheshire, between 2-5pm, with presentation on the following:

At this informal event you'll get to meet our team, and find out about:

  • The IFA World - what it's like to work day-to-day as a financial adviser
  • The Financial Adviser School - how the programme works and the support on offer
  • Career & Business Development - developing your career or business after graduation
  • Recruitment Process - how FAS selects and recruits its candidates.

This will be followed by an informal meet-and-greet to let you get to know the FAS team.

Find out more and book

Refer a friend and receive £150

If you refer someone to the Financial Adviser School who goes on to complete the first exam, they will give you a financial reward Find out more

PMS extends John Malone contract into 2013
Sesame Bankhall Group has announced that John Malone, executive chairman of PMS, has committed his future to the business until the end of 2013.

Malone, who was due to retire from PMS at the end of this year, is keen to continue working with the team as the business seeks to build on its market leading position in mortgages, protection and general insurance.

Commenting on the announcement, John Malone said: We have a strong team and by leveraging the strengths of Sesame Bankhall Group we have been able to extend our range of services and drive more value for our members to help them through this difficult period.


Sesame Bankhall Group strengthens research team with new appointment
Sesame Bankhall Group has bolstered its product and investment funds research service with the appointment of Rory Gravatt, who will lead the research team as it evolves to meet advisers changing needs ahead of the Retail Distribution Review (RDR).

Gravatt has 18 years industry experience and joins Sesame Bankhall Group as Senior Research Manager from Distribution Technology, where he was Senior Solutions Consultant. He was previously Head of Pensions and Protection Research at Tenet Group.


SBG appoints Head of Adviser Technology
Sesame Bankhall Group has strengthened its senior team with the appointment of James Stevenson as Head of Adviser Technology.

The group has recently announced a series of investments in new adviser services. Stevenson will have a key role in developing the adviser technology strategy that will underpin many of these new initiatives. This includes the design and implementation of the group’s new client and practice management system that is currently taking place in conjunction with technology provider IRESS.


Sesame Bankhall Group appoints Pan Andreas to lead new wealth management team

Sesame Bankhall Group announces the appointment of Pan Andreas who joins the group to head up its new wealth management team.

Andreas’s arrival comes at a time when Sesame Bankhall Group is making significant investments in new adviser services, with recent announcements that include:

  • A new Attitude to Risk and Portfolio Analysis tool;
  • A new client and practice management system that is currently being developed in conjunction with financial services technology provider, IRESS, and will be launched in 2012; and 
  • Optimum Investment Management, a new joint venture between Sesame Bankhall Group and Henderson Global Investors that will enable advisers to create bespoke investment solutions for their clients.

Sesame Bankhall Group CEO, George Higginson


SBG response to government housing initiatives

Sesame Bankhall Group calls on lenders to support government’s new housing initiatives. Sesame Bankhall Group has broadly welcomed the government’s new housing initiatives, in its response to: Laying the Foundations: A Housing Strategy for England.

 The government has outlined a wide range of initiatives aimed at kick-starting the market. We believe
it is a genuine attempt to bring some joined up thinking and a much needed stimulus to the housing

PMS Managing Director, John Cupis


Sesame Bankhall Group partners with Henderson Global Investors to launch Optimum Investment Management

Sesame Bankhall Group is joining forces with Henderson Global Investors to launch an investment company that will help adviser firms to create bespoke investment solutions for their clients.

The new joint venture, which is subject to approval by the Financial Services Authority, will be called Optimum Investment Management Limited. The new company forms part of an integrated wealth management solution that is being developed by Sesame Bankhall Group and which incorporates risk profiling and a back office system that links through to investment platforms and funds – making it easier for advisers to do business.

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Sesame Bankhall Group selects Australian wealth management technology expert IRESS to power client & practice management system

  • 2012 initial roll out to Sesame Restricted Advice and Investment Solutions propositions
  • IRESS’ XPLAN platform selected due to extensive product flexibility and capability

Sesame Bankhall Group announces plans to launch a client and practice management system in 2012. The platform, delivered by a newly created UK subsidiary of leading Australian financial services technology provider IRESS, will initially support the launch of the Sesame Bankhall Group Restricted Advice and Investment Solutions propositions, before being rolled out to the wider Group.

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Sesame Bankhall Group appoints George Higginson as CEO

Ivan Martin to remain in full time role as Executive Chairman

Sesame Bankhall Group has today announced that Chief Operating Officer George Higginson has been promoted to Chief Executive Officer, subject to approval by the Financial Services Authority. George will take on a wider remit with responsibility for driving forward group operations.

Ivan Martin will continue in his active full time role as Executive Chairman of Sesame Bankhall Group, working closely with George to provide oversight of group activities, particularly in relation to the financial control and strategic development of the business.

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Industry leaders to debate key adviser issues and future opportunities at Sesame Symposium and Bankhall Conference


Sesame Bankhall Group has announced further details of the leading industry figures taking part in its annual Sesame Symposium and Bankhall Conference on the 14th and16th November respectively at London’s Park Plaza Hotel, Westminster Bridge.

Hosted by award-winning broadcaster John Inverdale, the events will include keynote speeches from Sesame Bankhall Group’s Executive Chairman, Ivan Martin, and Chief Operating Officer George Higginson, along with an industry perspective from Shaun Crawford, Global Insurance Leader at Ernst & Young.


SBG Launches New Training and Development Service


Sesame Bankhall Group launches new training and development service to boost e-learning support for advisers Sesame Bankhall Group has enhanced the training and development support that it delivers to Sesame Network members and Bankhall customers with the launch of a new online learning management system.

The new interactive service has been developed with training specialists Competent Adviser. It provides advisers with access to a wide range of learning support, including for the CII R0 exams and the ifs Diploma for Financial Advisers (DipFA) qualification.



Sesame Bankhall Group has entered into a long-term partnership with Connells involving a range of services including protection for Connells’ 450 mortgage consultants operating across its UK estate agency offices.

  As the UK’s largest intermediary support services group we have a broad base of adviser customers. Our partnership with Connells is another example of how we are able to offer different solutions to suit intermediaries’ individual needs.

 Interest in offering protection cover is increasing, particularly amongst mortgage advisers who are looking to enhance their service to clients. This is good news for consumers and we look forward to working closely with Connells on this exciting new initiative. This partnership clearly demonstrates that our recent expansion in the mortgage market, with the successful launch of our new valuation and legal services, has gained real traction .

George Higginson, Chief Operating Officer at Sesame Bankhall Group


Sesame Bankhall Group appoints David Kafetz as Head of Group Sales

Sesame Bankhall Group has strengthened its senior team with the appointment of David Kafetz as Head of Group Sales.

David reports into Managing Director, Distribution, Nick Kelly and is responsible for leading the sales teams across Sesame and Bankhall. David has 30 years industry experience and joins Sesame Bankhall Group from Intrinsic Financial Services, where he was Strategic Recruitment Director. Previous roles include Director at financial services recruitment firm, Ecruit, and National Recruitment and Development Manager at Royal & Sun Alliance.



Over 1,000 advisers are now writing their protection business through Sesame Bankhall Group’s Zenith panel following its launch last November. The panel is available to Sesame network members along with directly authorised advisers through PMS and Bankhall..


Financial Adviser School - Apply now for October intake

With the first intake of the Financial Adviser School students taking R01 at the end of August, they are already planning their next intake for October.

Financial Adviser School is ideal for:

  • Family firms looking to train up their sons or daughters
  • Firms looking to recruit from within - why not train someone you know and trust?
  • Paraplanners and administrative staff looking to further their career
  • Students looking for a vocational route to a valuable career.
  • Self-starters looking for a new profession


PMS and Sesame host Mortgage Extra Live July 2011
Business development and diversifying into new product areas will be the key themes for PMS and Sesame as they team up for Mortgage Extra Live, in a round of 12 regional adviser events.

The seminars will start in Belfast on the 6 September and finish in Birmingham on the 29 September (full list of dates and venues below) and are being supported by some of the leading mortgage lenders, general insurers and protection providers.


Sesame bankhall Legal Services

Sesame Bankhall Group is launching a new legal services proposition to help members of Sesame, Bankhall and PMS to strengthen relationships with clients by enhancing their range of services.

Sesame Bankhall Legal Services will equip advisers with the tools to assist in the legal protection of their clients’ wealth and help to manage a range of complex legal issues that advisers and their clients encounter as part of lifelong financial planning. No additional qualifications are required for advisers to undertake this work.


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