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

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1. 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
2. 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

Displaying: 1 - 2 of 2

The latest from SimplyBiz

12 July 2019

Client education around LPAs is vital

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04 July 2019

NMBA announces mortgage adviser apprenticeship to development academy

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04 July 2019

More awards success for The SimplyBiz Group

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17 June 2019

Adviser Today

Get the latest news and views from our quarterly newsletter.

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