This core Technical Support service from SimplyBiz will guide you through the maze of pensions legislation with a first class telephone and e-mail helpdesk facility coupled with clear interpretation of current and pending pensions legislation. We will relay information in a concise and ‘IFA friendly ’ manner, ensuring that you are kept up to speed with Inland Revenue and other technical issues. We will also provide you with a regular technical ‘on the boil ’ briefing.
This will summarise any ‘hot topics’ and clarify the most common or unusual queries brought via the helpdesk – and how these might affect you and your clients.
In addition you will have access to an extensive library of technical guides which can be simply downloaded into suitability letters or attached as appendices. These guides cover such issues as Pensions & Expats, special rules governing Doctors and Dentists, AVCs, FSAVCs and many, many more.