Bankhall and PMS launch protection referral offering

Bankhall and PMS Mortgage Club have announced the launch of a new protection referral offering for directly authorised (DA) firms.

The new launch will give their 10,000 members a choice of referral solutions for their clients.

Bankhall and PMS confirmed that the panel is made up of protection firms Assured Futures, Essential Insurance, Pure Protect and The Insurance Surgery.

The new protection referral solution forms part of Sesame Bankhall Group’s recently launched ‘Protection Pledge’ adviser campaign, which aims to improve the financial resilience of UK households by committing advisers to talk with every client about the need for protection.

A recent study among 424 DA firms, undertaken by Sesame Bankhall Group, revealed that almost half (48%) of firms said they needed more support on how to advise business owners and the self-employed on their protection needs.

Managing director of Bankhall and PMS, Ross Liston, commented: “Our new protection referral panel bolsters our ability to help advisers find the right protection cover for their clients. Our four referral partners are established experts in their field and offer a range of quality protection advice solutions.

“Protection is a hugely important issue and one that advisers need to discuss with all their clients. That is why we recently launched our Protection Pledge campaign, to increase awareness and support.

“By encouraging advisers across the UK to stress the importance of getting covered to protect against the unexpected, we can help consumers to become more financially resilient. The launch of our new referral solution means that firms that do not wish to give protection advice can still do the right thing and look after their clients’ financial wellbeing.”

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