PMS

Why vote for PMS: Mortgage Club Of The Year 2018

Part of Sesame Bankhall Group, which has a 20% share of the intermediary mortgage market, PMS is one of the UK’s largest distributors of mortgages and ancillary services, delivering support solutions to over 8,000 advisers. Our strategy is designed to support our most ambitious members to develop and thrive, focusing on adviser education and facilitating a seamless experience.

Offering training and development through our events programme, we also deliver specialist support via our dedicated field relationship managers. As well as this, our market-leading mortgage desk handles an average of 64,000 calls annually to provide support on a wide range of cases.

As a key part of our work to enhance adviser development, PMS is a proponent of business quality. We are top for this with lenders, providing platforms for them to communicate on business quality topics, including webinars, web content and social media.

A passionate advocate of lenders, from household names with high lending capacity, to small firms offering bespoke criteria, PMS has added 12 new lenders to panel so far in 2018. We also our launched second charge panel with three lenders, with more lenders due to join this panel in early 2019.

Client retention is also a pivotal focus, as we believe it is one of the largest opportunities for advisers. Ensuring we provide tools and support to help firms leverage client retention strategies is why we have some of the highest levels of product transfers of any distribution: we completed over £1bn of monthly product transfers for first time in July 2018.

As part of the wider Group, PMS’s financials continue to go from strength to strength. For example, mortgage volumes for the Group are on track to hit £40bn in 2018, the third consecutive year-on-year increase.

This year we launched our Rewire Routines campaign, designed to help mortgage advisers broaden conversations with customers to ensure they provide the right cover for their mortgage investments. It was actively supported by 700 advisers, along with many leading product providers, and helped raise over £10,000 for British Heart Foundation.

PMS deserves to win Mortgage Club Of The Year 2018 because not only do we consistently break industry records for the amount of business written through the relationships built and cultivated by PMS, but we continuously receive positive feedback from our members, including the following excerpts from the ongoing Annual Member Survey 2018:

“PMS are the best mortgage and protection club in the UK”

“Superb service from professional knowledgeable team.”

“Great service, market leading commission rates and access to market exclusive products.”

Ultimately, our position as part of Sesame Bankhall Group, one of the UK’s largest distributors of financial advice, makes us a formidable player in the market, offering our members unrivalled access to knowledge and support. This is delivered through our leading events programme, and through our Premier Protection and Diamond Clubs, as well as access to our dedicated relationship management specialists, and the mortgage desk which provides support, guidance and insight across all aspects of the mortgage market.