Helping firms for a sustainable future
When you think back to March 2020, it seems like a lifetime ago - so many changes were made, not only to regulations but also our lives due to restrictions. But SimplyBiz took this opportunity to move into an agile way of operating, ensuring that we could provide the support our Members needed - not only at that time, but now, as we face renewed challenges.
Here is just some of the support Members of SimplyBiz can access - if this looks like something that you would welcome, please get in touch.
Events, learning & knowledge support
One of our biggest undertakings we had in 2020 was to move our entire event programme from face-to-face to virtual, which was no small feat and we have been delighted with adviser engagement.
As restrictions remain into the new year, it will not be possible for us to safely deliver face-to-face events just yet and, as such, we will continue to provide more opportunities via our virtual platform.
Regulatory support at our core
During the course of 2020, we adapted our award-winning support, ensuring we continued to provide our Members with the very best compliance service. In 2021, this will only continue as we look to enhance our award-winning support further.
We added virtual visits and a fully remote and able team to the mix, further enhanced support in key areas, including SM&CR, DB transfers and suitability of advice with helpful complimentary support guides for ALL advisers and hosted several additional virtual compliance clinics.
- Compliance visits continued virtually alongside our face-to-face visits, offered where and when it is safe to do so
- Our helpdesks and specialist services have remained accessible throughout, working safely and remotely and will begin to return to the office again when it is advised and safe to do so, ensuring continuation of service
- Our virtual events continue to have regulator sessions
Technology has been a key enabler in serving clients during the last several months and as such, we ramped up our development plans to ensure we could provide our Members with the support they needed.
We have further enhanced the already extensive tech-based solutions we had in place, including adding new functionality to Centra, our complementary, end-to-end solution, now with pension switching, CIC compare, enhanced asset allocation, ESG reviews and integrated video conferencing. And we now have nearly 4,000 users!
We have also further enhanced our NextGen SimplySites solution, now used by over 1,000 firms. This service enables firms to develop a highly professional web presence with integrated digital tools and compliance checked content and has proved invaluable in supporting clients during these socially restricted times.
Great support and payment holiday
The social and economic impact of 2020 affected almost everyone to some extent, and made many businesses consider how best to safeguard their cash flow over the year. We made the decision to offer all our Members a 3-month payment holiday, which was extremely well received - we have now extended this into 2021.
If this is something that you feel would be beneficial, you can access all our great award-winning support straightaway AND enjoy a three-month payment holiday!
Horizon – new beginnings for all
The most focussed, client-centric adviser buy out solution in the market
Horizon is designed to provide a service for firms looking to realise some of the value within their business, through either full or partial exit and for those looking to grow their business through acquisition. It is a solution designed for you, for your clients and for our profession as a whole.
Horizon Realise is a service designed solely for business owners seeking to maximise the value of their business, whether that be in the next six months, or over the next three years. Whether you are looking to realise value now, or in the future, we will help you through every step of this important journey and then work to find you the right buyer.
Horizon Acquire is designed to help businesses grow through acquisition, providing support from identifying the right target, through to completing the transaction and post-acquisition integration.
At the heart of Acquire are Wealth Holdings - a market leader with proven expertise in the acquisition market. Wealth Holdings can deliver a unique experience in this space - they have been involved in over 120 buy and sell transactions and understand how to create value and drive profits in an advisory business, particularly post a transaction, to benefit both buyer and seller.
This is just some of the support available to Members of SimplyBiz. We remain as committed as ever to ensure our Members have the right support to run a sustainable and profitable business throughout 2021 and long into the future.
Want to know how we can help your business, fill out the form below and a member of our team will be in touch soon. Alternatively, call us direct on 01484 439128.