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.

Latest News

Update on Equity Release qualification and permission

May 24, 2017

Towards the close of 2016, the FCA released a Consultation Paper (CP16/24) looking at the possibility of investment and pension firms without mortgage permissions being able to advise on the equity release market provided they had an adviser who passed either a standalone qualification or a top-up to existing pension and investment qualifications.

Read more >

Darlington BS join SimplyBiz Mortgages panel

May 16, 2017

SimplyBiz Mortgages has announced that Darlington Building Society has joined its lender panel.

Read more >

Aileen Lynch: Changes to FCA debt counselling permissions

May 08, 2017

On 20 March, the Financial Conduct Authority (FCA) produced a regulatory publication to inform firms that held 'debt counselling' activity they are likely to hold the incorrect limitation, writes Aileen Lynch.

Read more >

"Those in glass houses should not throw stones"

May 03, 2017

As I read first the regulator’s Sector Views paper and then Emma Ann Hughes’ article “Why you are better value for money than the regulator”, published on the 21 April, a well-known saying came to mind – one featuring glass houses and stones.

Read more >