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There are 2 item(s) tagged with the keyword "Referrals".

Displaying: 1 - 2 of 2

1. A New Year message from Ken Davy

SimplyBiz Group Chairman, Ken Davy provides an update on the year ahead, regulation, our services, and his campaign to reform the FSCS funding system. 

Tags: Ken Davy, FSCS, 2018, Regulation, Referrals
2. Client education around LPAs is vital

Educating clients on LPAs – and showing them the risks of what could happen if their planning isn’t complete – is key. Regardless of current age and health, LPAs are vital planning tools for all clients to have in place well in advance of them ever being needed.

Tags: APS, LPA, Referrals

Displaying: 1 - 2 of 2

The latest from SimplyBiz

06 August 2020

Beware the reputational risk of not making the referral

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05 August 2020

To CRP or not to CRP? That is the question...

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03 August 2020

SimplyBiz Group partners with Wealth Holdings to provide specialist acquisition support

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09 July 2020

Adviser Today

Get the latest news and views from our quarterly newsletter.

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