SimplyBiz Investment Services
Bringing together an investment consultancy plus advice on how to maximise your advice tools, SimplyBiz Investment Services (SIS) help you develop a fine tuned investment proposition. The SIS team also offer a wealth of guidance around research and due diligence advice plus support on strengthening your charging model and enhancing client retention.
With protection a key growth area for adviser, 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.
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.
To help adviser 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.
Whether general insurance is an important revenue stream for your business, you’d like to grow in this area or you’re looking for a referral solution, Genius is our one-stop solution. Covering four key GI areas of home, landlords, ASU, and commercial insurance, Genius also offers a comprehensive range of specialist insurance products.
Pensions Transfer Bureau
Pensions transfer have been high on the agenda of firms, clients and the regulator in recent years. For firms who do not hold the relevant qualification or would rather refer transfer business, the transfer bureau provides the perfect solution and takes full responsibility for the advice given.
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.