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27/09/2006 - SimplyBiz offer retirement solution

SimplyBiz are now offering a new retirement solution 'Simply Stepping Out' to their members. The new initiative offers advisers the chance to pass their clients onto another SimplyBiz member when they leave the business, in a deal highly beneficial to all involved. Ian Thorneycroft, Managing Director of SimplyBiz, commented "We understand how important it is to IFAs to pass their clients on to someone that they feel happy will continue to provide the same level of service and advice. The members who have chosen to use the Stepping Out service so far are reassured by the fact that the IFAs taking on their clients are also SimplyBiz members and have met our due diligence requirements to be part of the scheme."

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27/09/2006 - SimplyBiz offer retirement solution