Research

As a SimplyBiz member you will have access to additional technical assistance as and when you
need it.

This includes assistance through the technical processes of Occupational Pension Transfers and Pension Fund Withdrawal cases. These complicated and highly specialised areas of financial planning have additional FSA requirements and, as such, SimplyBiz can offer:
- A file checking service to ensure FSA compliance offering ‘a second pair of eyes’.
  With clear and concise feedback and comments to ensure peace of mind.
- We can also offer the facility to help you finalise the text of suitability letters adding appropriate content to ensure compliance with FSA requirements.

Don't forget that all SimplyBiz members also receive a copy of Defaqto Engage -
absolutely free!

Professional.