ENCOURAGING GROWTH

Strengthen existing income streams and develop new ones.

SimplyBiz Investment Services

SimplyBiz Investment Services

Bringing guidance around research and due diligence, an investment consultancy, plus support with optimising the tools within your business, SimplyBiz Investment Services (SIS) help you develop a finely tuned investment proposition. The SIS team can also help you strengthen your charging model and enhance client retention.

Simply Protect

Simply Protect

With protection a key growth area for advisers, we’ve created Simply Protect as a comprehensive solution to help you quickly and efficiently meet your clients’ protection requirements. You receive enhanced commission rates from eight leading providers, which maintains your whole of the market status. 

SimplyBiz Mortgages

SimplyBiz Mortgages

Our multi-award winning mortgage club is now the UK’s third largest. Offering exclusive rates, competitive proc fees, complimentary software plus help with difficult to place cases, SimplyBiz Mortgages helps you grow your mortgage proposition with confidence. We have also created a direct submission second charge panel allowing you to source direct if you wish.

Workplace Academy

Workplace Academy

To help advisers unlock the opportunities available in the corporate market, SimplyBiz created the Workplace Academy. Through training courses, tools and specialist helpdesks, the Academy can help you offer auto-enrolment, business protection, group risk and employee benefits services to your corporate clients. 

Genius

Genius

Whether GI is an important revenue stream for your business, you’d like to grow in this area or you’re looking for a simple referral solution, the Genius portal is the place to go. Broken down into four key GI areas of home, landlord’s, ASU, and commercial insurance, Genius provides quick and easy cover for all of your clients’ requirements. 

Pensions Transfer Support

Pensions Transfer Support

Pension transfers have been high on the agenda of firms, clients and the regulator in recent years. As such, for firms who do not hold the relevant qualification or would rather refer transfer business, we have collaborated with a number of providers who can assist on these cases.

APS Legal

APS Legal

For many firms, offering will writing and estate planning services to their clients has provided valuable new income streams. APS Legal provides the training and support so you can take instructions from your clients while the specialist team create wills, trusts and other legal documentation on your behalf. 

Testimonials

“Extremely satisfied with SimplyBiz Services”

Kevin Hopwood
Hopwood Ash Ltd

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Latest News

The vulnerability issue

December 12, 2017

Vital as it is to demonstrate compliance with the regulations on protecting vulnerable clients, writes Gary Kershaw, the FCA's guidelines really only formalise the warning signs advisers should be adept at reading.

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"Trouble finding an apprentice? Here's why"

December 06, 2017

Last week, we were informed of another stumbling block on the government’s disaster-filled path towards putting a viable apprenticeship funding plan in place.  

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"Enthusiasm, courage and goals lead to success"

November 27, 2017

By the time I left school at the age of 15, with no qualifications, I had been called a few choice names by my teachers and received many predictions about where my future lay.

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Staffcare relaunches as Zest and introduces cutting-edge employee benefits technology

November 22, 2017

Staffcare, one of the leading pioneers of the employee benefits market, today announced that it is relaunching its business as Zest and, simultaneously, launching its new benefits technology platform.

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