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Defaqto exceeds 1,000 Aequos Bankhall licences

Defaqto says over 1,000 licences have been issued to Bankhall firms as they shift to its Aequos online system.

Bankhall and Defaqto are currently in the process of migrating members over to the online version of Aequos which allows real time access with new and flexible benefits.

Members are being offered one free upgrade licence fee as part of their membership.

Aequos Online can also be accessed through Bankhall Online, the exclusive portal for Bankhall members, which allows stored client information to be automatically pre-populated into a research report generated in Aequos, saving the user from having to manually input the information.


McCarthy warns of July 7 lessons

The FSA chairman has warned the financial industry to learn lessons from the 7 July London bombings and be fully prepared for future attacks. Speaking at Mansion House earlier this week Sir Callum McCarthy urged businesses to ensure they have adequate back up arrangements. He also said too much comment was guilty of “gross oversimplification” […]

Scottish Life appoints Polson as head of corp business

Scottish Life has appointed Mark Polson in the new position of head of corporate business. Polson joins the pensions arm of Royal London with immediate effect, and will see him taking on responsibility for corporate pensions.Scottish Life says the appointment reflects its strategy to grow and develop this area through the UK independent intermediary market. […]

New operations manager at Pink

Pink Home Loans appoints Janet Johnson as operations manager in its packaging department. She joins the operations team having worked at Pink for over 5 years. The role will involve overseeing the management of the operations function at Pink.Johnson started her career at Pink as a mortgage adviser in the mortgage desk team. More recently […]

How can I help develop my professional connections?

Graeme Ballantyne, business consultancy manager, looks at how you can maximise the opportunities through your professional connections As we move through the summer months it’s perhaps a good time to pause and reflect on whether the plans you’ve made for your business are bearing fruit. One area we at PruConsulting know many advisers have been […]


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