COULD YOU SAVE MONEY BY JOINING SIMPLYBIZ?

Since our launch over twelve years ago, we've set our fees at just 2.5% + VAT* of your annual turnover. What's more, our fees are guaranteed for the lifetime of your membership.

To see how much you could save, use the slider below to enter your annual turnover:

Turnover:
£
Monthly Payments:

+VAT

Don't do investments/pensions? Use our fee calculator for mortgage, protection and general insurance firms to see the cost savings.

Alongside our regulatory support, we provide a broad range of complimentary and heavily discounted tools as part of SimplyBiz membership. With discounted and free tools for investments, back office, research and planning, plus our compliance services and 260 annual events, moving to SimplyBiz could be a cost effective switch. 

What do you get for 2.5%?

  • Access to compliance and pension helpdesks
  • Access to documentation and guidance online and via weekly bulletins
  • Access to over 400 learning and development events
  • Access to a complete Investment service, including DD, guidance, documents, and solutions
  • Access to mortgage, GI and Protection solutions
  • Access to comprehensive marketing support
  • Access to free and subsidised technology
  • Access to Multi-media hub for all the news, views and support you need

To find out more about how we can support your business, call 01484 439128 or email new2@SimplyBiz.co.uk

Our fee of 2.5% of turnover (+VAT), will give you access to leading compliance and business support services, but through our technology deals, you could actually save money by joining us!

Use our calculator below to see what you could save on your technology costs.

Product Market SimplyBiz Licences
DT Dynamic Core 89 0
DT Dynamic Planner FULL 148 25
Synaptic Product & Fund research (inc Webline) 142 0
Additional Synaptic licence 142 17.50
Mortgage Brain ** 22 0
The Key ** 40 0
Intelliflo 143 87.60
Intelliflo Mortgage licence 55.50 44.30
Trigold 29.95 21
Competent Adviser 10 0
SimplySites - your own pre-populated, mobile optimised, website*** 40 10
Deposit Sense (Cash Management tool) ^ 40 25
Costs per month (excluding VAT) 0 0
 
Annual savings 0

Other savings

  • AKG reports - usually £200 each, FREE from SimplyBiz
  • AKG With Profits Report (1200 pages) - usually £1950, FREE from SimplyBiz
  • Pension transfer Bureau - 50% of the fee payable
  • Selectapension tools - preferential terms
  • MoneyCorp for overseas purchases and foreign money transactions - 15% of profit

*Fees are subject to a collar of £181.73+VAT and a cap of £622.94+VAT and will increase by 5%, or inflation (whichever is higher), on the 1st January each year. SimplyBiz fees displayed are not inclusive of PII or FCA fees. **Mortgage brain is free subject to min 9 cases per quarter and The Key 18 per quarter. ***SimplySites is an exclusive offering, the market rate shown is for the lowest cost equivalent. ^Figure in table represents the cost of one Deposit Sense licence for one adviser. The discount increases with the purchase of two or more licences.

Testimonials

“I would like to comment on the service and professionalism delivered during my compliance visit, James Gibson is a valuable to asset to SimplyBiz. Thank you once again for your support and guidance.”

Adrian Sipson
Lister Group

Read More

Latest News

"A princely way of looking at succession issues"

October 04, 2017

Seeing all the stories about Prince George starting school set me thinking about longevity and business succession issues for financial advisers.

Read more >

"Providers must allow tax deductible advice"

September 28, 2017

Knock, knock. Are you there? More importantly, are you listening?
I ask this question because of the enormous opportunities the current market is presenting for each and every adviser, whether working within a large firm or a one-person practice, as an independent adviser or restricted.

Read more >

Fos report is a dollop of gruel for advisers

September 19, 2017

Cold porridge and cold comfort have a lot in common: such meagre offerings do not come close to being satisfying.

Read more >

Adviser Landscape

September 14, 2017

SimplyBiz Group Chairman, Ken Davy, gives us his unique perspective on the biggest industry issues of recent months.

Read more >