Our core focus is keeping your business compliant. As a SimplyBiz Member, you can access a wide range of support, delivered by the best talents in the profession, to help you manage your regulatory responsibilities.
From on-site visits to your business to our comprehensive compliance document library, a file-checking facility to our expert helpdesks, however you choose to receive support, we have the services to match.
We also have high levels of staff retention, which means our team will build a strong understanding of the systems and processes of your firm.
Whatever your goals and aspirations for your firm, SimplyBiz can help you get there. Our growth and diversification services are created with the directly authorised firm in mind, allowing you to build a compelling client proposition.
Want to get into workplace advice? Try our dedicated academy, which can help you in the auto-enrolment arena, business protection, group risk and much more. Need help with pension transfers? We have a specialist partners to whom you can refer your cases.
We can also support you in areas as diverse as wills, general insurance, probate and PMI.
Quality tools that ease the process of writing business, while adding in compliance, are an essential part of the modern advice firm. SimplyBiz offers preferential rates on the best tools on the market, alongside exclusive solutions available only to Members.
At SimplyBiz, we recognise the importance that technology plays in an adviser’s business, but we also recognise that the use of technology should be your decision. That’s why we don’t prescribe the technology you should use, rather we have used our scale to bring together best of breed solutions at the best possible price.
For example, all SimplyBiz Members receive a free licence for Centra, our revolutionary planning solution. Centra integrates with market leading back office system, Simply Intelliflo, which is available at a significant discount with membership of SimplyBiz.