SBG adds group risk products to restricted advice proposition

→ Sesame Bankhall Group (SBG) today announces that it is strengthening its restricted advice proposition for advisers and their customers with the addition of group risk products.

Group life, group critical illness and group income protection products from leading providers Aviva, Friends Life and Zurich will now be available for SBG’s restricted advisers to offer to their corporate customers.

SBG’s restricted advice proposition was launched last year as part of the group’s expanded range of offerings for advisers to choose from to help them continue to build their businesses in the RDR world. It provides advisers and their customers with access to products from leading financial services brands, which have been assessed based on their financial strength, long-term strategy, brand reputation, quality of products and customer service.

The leading providers who are part of SBG’s restricted advice proposition are Aegon, Aviva, Bright Grey, Friends Life, LV=, Partnership, Prudential, PruHealth, PruProtect, Scottish Life and Zurich.

Key benefits of SBG’s restricted advice proposition include:

  • Access to a broad range of market leading brands and products covering pensions, investments, at-retirement and protection;
  • Whole of market mortgage proposition;
  • SBG’s market-leading Practice Management System, powered by XPLAN from global technology provider IRESS, to help improve business efficiency and reduce regulatory risk;
  • Integrated technology links with providers to deliver an enhanced service for advisers and customers;
  • Sesame One, an all-encompassing investment platform support service powered by AXA Elevate;
  • Regulatory fees and professional indemnity (PI) insurance is included as part of the comprehensive service.

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Sesame Bankhall Group Limited, company number 3573352. Sesame Limited, company number 2844161. Sesame Services Limited, company number 2338540. Bankhall Support Services Limited, company number 2785381. Sesame General Insurance Services Limited, company number 01902998. Premier Mortgage Service Limited, company number 05011650. Each company is registered in England & Wales with a registered office at Pixham End, Dorking, Surrey, RH4 1QA. Bankhall Support Services Limited and Sesame Limited are authorised and regulated by the Financial Conduct Authority. Sesame General Insurance Services Limited and Premier Mortgage Service Limited are appointed representatives of Sesame Limited.