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

Displaying: 1 - 2 of 2

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

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06 December 2019

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Finalists in the 2020 Professional Adviser Awards!

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03 December 2019

SimplyBiz Group training manager gets top marks in PFS Fellowship exam

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29 November 2019

Adviser Today

Get the latest news and views from our quarterly newsletter.

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