Bankhall

Bankhall is a leading supplier of support services to more than 800 directly regulated financial services firms.

[PMS Mortgage Club @PMSMortgageClub]

How can investors stay on track in uncertain markets?

@BNYglobal's FutureLegacy funds focus on aligning risk with retirement goals—helping deliver better outcomes with greater confidence.

Read more: https://t.co/vxJRFhyH4J

#Ad

[PMS Mortgage Club @PMSMortgageClub]

Automated systems don’t tell the whole story. Manual underwriting brings human judgement to complex cases – helping brokers place more clients successfully and build stronger relationships.

Learn more with @BluestoneMortg: https://t.co/7Hg1eKglXg

#Ad

[PMS Mortgage Club @PMSMortgageClub]

Start your year strong with the Broker Boost: Winter Edition. Discover why Planning, Innovating and Engaging are the keys to progress in a fast‑moving mortgage market.

Get inspired for 2026 with @AccordMortgages 👉 https://t.co/A35rl79b5H

[Bankhall @Bankhall]

Claire Cherrington speaks to @Profadviser about why independent seller-side support matters, and how Exit Pathway helps advisers fix compliance gaps, strengthen their business, and maximise value ahead of a sale.

Worth a read: https://t.co/ncREmusWJS

#ProactivePartnerForLife

[Bankhall @Bankhall]

IFA sale on your horizon? 📊 Get your data sale-ready.

🖥 Virtual event: M&A Series – The Importance of Data in the Sales Process
🗓 Date: 12 February 2026
⏰ Time: 10:00 to 11:00 (GMT)

Register: https://t.co/5RTKeAUVOi

#ProactivePartnerForLife #DataQuality #Succession

[Bankhall @Bankhall]

Thinking about selling your IFA business? Our new M&A webinar series is for you.

Claire Cherrington and top industry voices dig into data, prep, regulation and the emotional realities of exit.

Dates dropping soon.

#ProactivePartnerForLife #ExitPathway

[Bankhall @Bankhall]

Thank you for everything you’ve done this year. As we head into Christmas, we hope you find time to pause, recharge, and enjoy the people who matter most. Here’s to new opportunities and shared success in 2026. Wishing you a wonderful festive season.

#ProactivePartnerForLife

[PMS Mortgage Club @PMSMortgageClub]

LV= are here to support your clients over the festive period with access to LV= Doctor Services, including 24/7 Remote GP, offering support with unlimited consultations.

Find out more: https://t.co/FNhIjqJyAu

#AD @LVforAdvisers

[Bankhall @Bankhall]

The Chancellor’s November Budget brings changes for advisers and clients – from tax thresholds to ISA reforms and property charges. Richard Harrison explains what it means and how to prepare: https://t.co/4SSYnXbsSL

#ProactivePartnerForLife #2025Budget

[Bankhall @Bankhall]

Misrepresentation matters: Over 70% of unpaid claims last year were due to it. Insurers and advisers must educate clients to ensure fair outcomes when they need it most.

Learn more with @LVforAdvisers: https://t.co/jJPa4JD67l

#Ad

[Bankhall @Bankhall]

Big news! Shane Wright joins @SesameBankhallG as CTO to drive our transformation and harness tech for better adviser outcomes. Welcome aboard, Shane!

#ProactivePartnerForLife

[Sesame Bankhall Group @SesameBankhallG]

We’re excited to welcome Shane Wright as our new Chief Technology Officer! Shane will lead our tech and data strategy to deliver smarter, faster, and more connected services for advisers.

Read more: https://t.co/BNT83gurdu

#ProactivePartnerForLife

[PMS Mortgage Club @PMSMortgageClub]

Have you read the latest edition of Viewpoint?

Check out the latest news, in-depth insight and analysis on some of the most pressing issues currently facing the market. - https://t.co/WYH1mtxbMG

#Viewpoint

[Bankhall @Bankhall]

In financial advice, complexity is constant. Prioritising isn’t a luxury—it’s essential. Rebecca Luter, People & Corporate Communications Director at @SesameBankhallG, shares how to sharpen prioritisation and lead with clarity.

https://t.co/Bq8K2iYumx

#Viewpoint

[Bankhall @Bankhall]

Last year, over 7 in 10 of the claims @LVforAdvisers couldn’t pay were due to misrepresentation or fraud. It’s clear it’s an industry issue, and there’s a growing need for education on the topic.

Click here to learn more: https://t.co/NwJLYApDrO

#Ad

[PMS Mortgage Club @PMSMortgageClub]

Marketing is essential for influencing your audience, building trust and boosting brand awareness.

While social media is powerful, there are many other ways to elevate your business.

@VirginMoney share nine expert tips to help you stand out: https://t.co/zHHNprkdIP

#Viewpoint

[Bankhall @Bankhall]

M&G are delighted to announce that the Prudential Guaranteed Income Plan is now available to new clients of the Prudential Retirement Account, alongside PruFund and over 670+ investment options.

Learn more: https://t.co/iJx39U0648

#Ad

[PMS Mortgage Club @PMSMortgageClub]

The FCA estimates that over 50% of adults are classified as 'vulnerable', yet 76% of vulnerable adults don't see themselves like this.

Find out how you can you bridge the gap with @LVforAdvisers: https://t.co/ehheiAYFMo

#Viewpoint

[PMS Mortgage Club @PMSMortgageClub]

Many homeowners, especially older borrowers, face steep cost rises as low-rate mortgages end, with higher repayments straining budgets and prompting consideration of later life lending options.

https://t.co/ZOOvSzwBxy

#Ad

[Bankhall @Bankhall]

Selling your business?

Start by getting sale-ready and exit your business with confidence - and clarity.

Click here to learn more: https://t.co/AYZZH3Pm3V

#Viewpoint

[PMS Mortgage Club @PMSMortgageClub]

Don't miss our spotlight on DA Distribution & Propositions Director, Claire Cherrington!

Read more: https://t.co/GSbdPTZRq5

#Viewpoint