Search Results

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

02 December 2020

Can anyone afford not to have an LPA?

Read more >

02 December 2020

Protection Academy event takes over 300 bookings

Read more >

01 December 2020

SimplyBiz Group expands pension transfer bureau panel

Read more >

16 November 2020

Adviser Today

Get the latest news and views from our quarterly newsletter.

Read more >