Sesame and Bankhall adopt ‘holistic’ approach

Published on

Sesame and Bankhall have launched ‘Holistic Advice Forums’ for advisers.

The forums are being launched for Sesame network members and Bankhall customers as part of the group’s 2011 learning and development programme.

The new forums will examine clients’ aims, needs and circumstances to reflect the move towards delivering more long-term holistic financial advice.

The forums will be produced and delivered in three parts: technical learning via Sesame or Bankhall TV “How to”” live events and exam support and Gap-Filling CPD – including training on regulation and ethics.

COMMENT ON MORTGAGE SOUP

We want to hear from you!
Leave a comment and get the conversation started.
You need to register to post, so please login or sign up below.

Latest articles

Generation X faces retirement squeeze with smaller pensions than parents

Generation X risks becoming the first cohort to retire with less financial security than...

Leasehold reforms stall as sector warns of ‘real-world consequences’

The government is under mounting pressure to accelerate leasehold reform as the body representing...

Zoopla warns cost pressures mean housing targets are at risk

The government’s flagship target to deliver 1.5m new homes over the next five years...

UTB cuts bridging loan minimum and lowers regulated rates

United Trust Bank has unveiled a package of bridging loan changes aimed at making...

More2life urges FCA to act on later life mortgage barriers

More2life has welcomed the Financial Conduct Authority’s recognition of later life lending as a...

Latest publication

Other news

Generation X faces retirement squeeze with smaller pensions than parents

Generation X risks becoming the first cohort to retire with less financial security than...

Leasehold reforms stall as sector warns of ‘real-world consequences’

The government is under mounting pressure to accelerate leasehold reform as the body representing...

Zoopla warns cost pressures mean housing targets are at risk

The government’s flagship target to deliver 1.5m new homes over the next five years...