Adviser network Sesame Bankhall Group has announced a deal to boost the functionality of its practice management system after striking a deal with Selectapension.
Under the terms of the agreement SBG will integrate Selectapension’s pension transfer analysis tools into its practice management system, allowing advisers to compare providers and analyse money purchase transfers, as well as store and retrieve analysis reports automatically.
Selectapension’s pension transfer analysis tool is designed to support the re-use of client data and policy data previously stored in the client record, meaning advisers do not have to re-enter duplicate information.
Sesame claims this will reduce the amount of time required to analyse client pension plans.
James Stevenson, head of adviser technology at SBG, said: “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 deal with Selectapension] 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.”