SBG integrates Practice Management System with Selectapension

→ Sesame Bankhall Group has teamed up with Selectapension to integrate its Pension Transfer Analysis tools with the SBG Practice Management System.

The first stage of the integration enables users to fully undertake Money Purchase Transfer Analysis and Provider Comparisons directly from within the SBG Practice Management System, including the automated retrieval and storage of analysis reports.

The integration being delivered by SBG is the first, seamless integration with Selectapension to any practice management system in the UK. It has been specifically designed to fully support the re-use of client data and policy data previously captured in the client record, saving advisers valuable time on re-keying and avoiding duplication of information. By reducing the number of separate standalone systems, the time and effort to research and analyse a client’s pension plans should be significantly reduced.

James Stevenson, SBG’s Head of Adviser Technology, said:

We are very pleased to be the first organisation to bring this level of integration with Selectapension to the market. Our advisers regularly tell us they want to reduce the amount of data re-keying across multiple systems, which is why we are working hard to make advisers’ lives easier by having everything in one place. The integration with Selectapension is part of our on-going commitment to advisers to deliver a single technology solution integrated with specialist third party tools and services. This is helping advisers to deliver cost savings to their business, while at the same time ensuring they can clearly evidence how the right customer outcomes are being delivered.

Andy McCabe, Managing Director at Selectapension Limited, commented:

The integration will give financial advisers greater intelligence and resource to help them make the most informed decisions for their clients, whilst allowing them to save much needed time when producing and archiving their reports. This is increasingly important in a post RDR world where the focus is on the quality of advice as well as providing evidence of their work.

David Styles, partner at Harbour Financial in Essex has been piloting the new system and commented:

We have been impressed by the high level of integration. It enables you to pull through details of the client’s existing pensions into the Pension Transfer service, which makes for a consistent and efficient user experience. The research documents are saved automatically in the client’s online case file, which is important given the need for robust compliance and evidencing. We anticipate this new integrated system will save our firm valuable time.

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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.