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

The latest from SimplyBiz

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SimplyBiz Group training manager gets top marks in PFS Fellowship exam

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28 November 2019

SimplyBiz Group selected as will writing partner for The Nottingham

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22 November 2019

FT Adviser podcast: Nowhere to hide from SM&CR

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29 November 2019

Adviser Today

Get the latest news and views from our quarterly newsletter.

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