ENCOURAGING GROWTH

Diversifying your proposition can not only lead to a more holistic service offering for clients but also more opportunities to develop incremental income opportunities.

SimplyBiz provides Member Firms with access to a number of supporting propositions, designed to help advisers grow their business and build a range of sustainable income streams.

These include:

  • Verbatim, our robust, repeatable and independent investment propositionsupports advisers conducting investment business and ensures they are kept firmly in control of their client relationships. Verbatim offers SimplyBiz Members access to resources and market-leading software - including systems from Distribution Technology and Rayner Spencer Mills which support every part of the advice process from accurate risk profiling to a wide range of investment solutions. Find out more.
  • Workplace Academy, offering an intensive programme of expert training to provide the required knowledge and skills required to enter the workplace benefits market and capitalise on the vast opportunities now available, including auto enrolment, key persons insurance, business protection, employee benefits and much more. Find out more.
  • SimplyBiz Mortgages, now the UK's third largest mortgage club and, with a new MMR compliant Vision proposition, SBM provides all you need to add mortgage advice to your service. Find out more.
  • Pensions Transfer Bureau, developed in partnership with Selectapension. The Bureau provides a transfer service for both Money Purchase and DB/Final salary schemes, allowing Members to outsource schemes upon which they are not authorised to advise, and receive 40% of the fee payable. Find out more.
  • Simply Home Insurance, our purpose built insurance product, constructed from the ground up, to support the profile of our Members' typical advice clients.
  • Genius, a quick and easy way to provide the General Insurance cover your clients need. Genius enables Members to source products and obtain quotes online, advise client and return to the system to make the policy live.
  • Simply Protect, our free online business and quotation portal, offers Members the opportunity to receive enhanced commission rates form six market leading protection providers.
  • Simply Legal and Associates, our will writing and legal services proposition provides Members with the option of either training to be a will writer themselves, or having a trusted and professional referral option. Find out more.
  • SIFA Professional offers Members the opportunity to develop relationships and build professional connections with solicitors. Find out more.

 

Latest News

A day in the life of... your client

March 27, 2017

Simply by changing your website you can tap into changing consumer behaviour...

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"To boldly go where no robot has gone before"

March 20, 2017

I am sure Star Trek would have flopped had it just been a bunch of robots exploring the galaxies; it needed great characters to bring it alive for its followers.

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Nearly half of advisers think clients are being overcharged, survey finds

March 15, 2017

Almost half of advisers think that some clients are overpaying for the value of service they receive, according to a survey conducted by SimplyBiz's New Model Business Academy (NMBA).

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"Singing loudly over FSCS funding consultation"

March 10, 2017

In 1959, It’s Now or Never was a massive hit for Elvis Presley, selling more than 5m records and it is no exaggeration to say that it is now or never for you to have your say on how the FSCS is funded.

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