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

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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

13 July 2020

Ken Davy: "I don't think I'll ever retire in an absolute sense"

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10 July 2020

Don't put SM&CR on the back burner

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09 July 2020

Congratulations Ken!

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09 July 2020

Adviser Today

Get the latest news and views from our quarterly newsletter.

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