Can advisers overcome their doubts on workplace advice?
Advisers used to dealing with individuals may shy away from the corporate advice market because they think it is too difficult to enter. But auto-enrolment and the Financial Advice Market Review have highlighted the potential of the workplace as somewhere people can access financial services, bringing greater opportunities for advisers.
With this in mind, SimplyBiz recently launched its Workplace Academy, which is accredited by the Pension Management Institute. It is designed to give advisers the knowledge, skills and confidence to provide corporate advice.
“The SME market is hugely under-served and there are a lot of opportunities to have that required conversation around auto-enrolment,” says SimplyBiz Group workplace solutions director Tom Nall.
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