RDR Programme

SimplyBiz is committed to providing financial advisers with everything required to address any outstanding issues in the run up to the implementation of the Retail Distribution Review (RDR) and beyond. As a result SimplyBiz has launched and supported a number of independent programmes which will ensure advisers have the opportunity to gain the appropriate qualifications as well as have the resources to hand to ensure your business model meets the requirements outlined.

New Model Business Academy (NMBA)

This not for profit company is dedicated to providing training and development to everyone in, or wanting to join, the financial services profession. The NMBA is free to join and will assist you and your staff in gaining professional qualifications. The sharing of ideas through networking with your peers and identifying best practice that you can implement in your business as well as succession planning when it comes to that time when you feel you’re ready to move on.

To learn more about the NMBA click here

Success Through Action

This comprehensive initiative focuses on how to achieve the best for both your business and your own personal development, delivered through a series of events, detailed fact sheets and action plans. SimplyBiz is committed to delivering everything advisers need to operate compliantly and successfully in a post RDR world. The Success Through Action programme aims to help advisers with real challenges such as wider investment research, VAT, charging models and client agreements, an invaluable resource in helping you build a better business pre and post RDR.

To learn more about how SimplyBiz can assist your practice call 01484 439128 or email new2@simplybiz.co.uk