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PMS and Sesame launches new PT hub

PMS and Sesame has announced a new product transfer hub for advisers.

The hub will provide advisers with access to a product transfers criteria grid, which supplies data on timeframes and the application process for each individual lender, according to the firm.

In addition, the new service offers hints and tips on customer engagement strategies, and downloadable material including templates, newsletters, as well as email and social media activity.

According to the firm, the launch of the new hub is accountable to product transfers rising in popularity.

Sesame and PMS director of mortgages Jane Benjamin says: “We expect both product transfers and remortgage business to remain strong through the second quarter and into the second half of 2019.

“This is a huge refinance opportunity and customers need our support, which is why we have been working closely with our lender partners to help advisers look after their customers and find the right product for their individual circumstances.

“Furthermore, with the current trend of five-year fixed rates now overtaking two-year deals in terms of popularity, it is more important than ever for advisers to get in touch and stay in touch with their clients.”

Group managing director Martin Schultheiss adds: “Just over half of the product transfers conducted in the first quarter of this year were on an advised basis, but that still leaves 44 per cent that were execution-only, so there is an opportunity for our profession to build further on the good work taking place.”



PMS and Sesame add Harpenden to panel

PMS and Sesame have added Harpenden Building Society to their lender panel. Harpenden Building Society is an intermediary-only lender operating across England and Wales. The agreement will provide members of PMS and Sesame access to the lender’s family and specialist mortgage products. Harpenden’s range includes a guarantor mortgage through which relatives can help first-time buyers […]


Bankhall and PMS announce new advisory relationships director

Sesame Bankhall Group and PMS Mortgage Club has announced the appointment of Campbell Stanners as advisory relationships director. Stanners has 25 years’ experience in the financial services sector. He has worked at Prudential, Ignis Asset Management and most recently Standard Life Aberdeen where he held the position of strategic engagement manager. The responsibilities of the […]


Watchdog launches leasehold investigation

The Competition and Markets Authority has called for home owners and industry experts to submit evidence to its investigation into the “potential mis-selling” of leasehold properties, which officially launched today. The CMA will be examining whether leasehold contract terms were presented fairly and whether unclear terms may have resulted in people being stung by costly […]

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(Another) downhill stroll — retirement planning

A report published this morning by the CIPD (CIPD Employee Outlook March 2015) provides yet more interesting data to the changing landscape of retirement planning. It should be remembered that we are in a period of genuine flux here given that the default retirement age was scrapped three years ago, and new pension freedoms come online in April. Both of these alterations will have a huge impact on how employees plan for their retirement.


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