COULD YOU SAVE MONEY BY JOINING SIMPLYBIZ?

Since our launch over twelve years ago, we've set our fees at just 2.5% + VAT* of your annual turnover. What's more, our fees are guaranteed for the lifetime of your membership.

To see how much you could save, use the slider below to enter your annual turnover:

Turnover:
£
Monthly Payments:

+VAT

Don't do investments/pensions? Use our fee calculator for mortgage, protection and general insurance firms to see the cost savings.

Alongside our regulatory support, we provide a broad range of complimentary and heavily discounted tools as part of SimplyBiz membership. With discounted and free tools for investments, back office, research and planning, plus our compliance services and 260 annual events, moving to SimplyBiz could be a cost effective switch. 

What do you get for 2.5%?

  • Access to compliance and pension helpdesks
  • Access to documentation and guidance online and via weekly bulletins
  • Access to over 400 learning and development events
  • Access to a complete Investment service, including DD, guidance, documents, and solutions
  • Access to mortgage, GI and Protection solutions
  • Access to comprehensive marketing support
  • Access to free and subsidised technology
  • Access to Multi-media hub for all the news, views and support you need

To find out more about how we can support your business, call 01484 439128 or email new2@SimplyBiz.co.uk

Our fee of 2.5% of turnover (+VAT), will give you access to leading compliance and business support services, but through our technology deals, you could actually save money by joining us!

Use our calculator below to see what you could save on your technology costs.

Product Market SimplyBiz Licences
DT Dynamic Core 89 0
DT Dynamic Planner FULL 148 25
Synaptic Product & Fund research (inc Webline) 142 0
Additional Synaptic licence 142 17.50
Mortgage Brain ** 22 0
The Key ** 40 0
Intelliflo 143 85
Intelliflo Mortgage licence 55.50 43
Trigold 29.95 21
Competent Adviser 10 0
SimplySites - your own pre-populated, mobile optimised, website*** 40 10
Deposit Sense (Cash Management tool) ^ 40 25
Costs per month (excluding VAT) 0 0
 
Annual savings 0

Other savings

  • AKG reports - usually £200 each, FREE from SimplyBiz
  • AKG With Profits Report (1200 pages) - usually £1950, FREE from SimplyBiz
  • Pension transfer Bureau - 50% of the fee payable
  • Selectapension tools - preferential terms
  • MoneyCorp for overseas purchases and foreign money transactions - 15% of profit

*Fees are subject to a collar of £181.73+VAT and a cap of £622.94+VAT and will increase by 5%, or inflation (whichever is higher), on the 1st January each year. SimplyBiz fees displayed are not inclusive of PII or FCA fees. **Mortgage brain is free subject to min 9 cases per quarter and The Key 18 per quarter. ***SimplySites is an exclusive offering, the market rate shown is for the lowest cost equivalent. ^Figure in table represents the cost of one Deposit Sense licence for one adviser. The discount increases with the purchase of two or more licences.

Testimonials

"I left Sesame December 31st 2010 and took up Direct Registration with FSA. My Compliance is now handled by SimplyBiz.

"Firstly, you need to understand that Sesame may not tell you the truth with regard to 'the world outside Sesame' - I would suggest to you that you should believe nothing. If you leave they lose a stream of revenue. They may tell you that the FSA will be making it harder for small businesses operating outside the sphere of the network. Do not believe them.

"What are the advantages of direct authorisation? I'm no longer being treated as lowest common denominator. I have scope to use wider range of research tools. I've seen a twofold plus increase in my written business (it is growing annually.) I receive top class support services, positive meetings for members and have a more positive attitude to business.

"My advice to advisers at the time (the ones I came into contact with anyway) was to exit Sesame at the earliest opportunity and this advice remains still."

Colin Palmer
Colin Palmer Financial Services
 

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