ENCOURAGING GROWTH

Strengthen existing income streams and develop new ones.

SimplyBiz Investment Services

SimplyBiz Investment Services

Bringing together an investment consultancy plus advice on how to maximise your advice tools, SimplyBiz Investment Services (SIS) help you develop a fine tuned investment proposition. The SIS team also offer a wealth of guidance around research and due diligence advice plus support on strengthening your charging model and enhancing client retention.

Simply Protect

Simply Protect

With protection a key growth area for adviser, we’ve created Simply Protect as a comprehensive solution to help you quickly and efficiently meet your clients’ protection requirements. You receive enhanced commission rates from eight leading providers, which maintains your whole of the market status. 

SimplyBiz Mortgages

SimplyBiz Mortgages

Our multi-award winning mortgage club is now the UK’s third largest. Offering exclusive rates, competitive proc fees, complimentary software plus help with difficult to place cases, SimplyBiz Mortgages helps you grow your mortgage proposition with confidence. We have also created a direct submission second charge panel allowing you to source direct if you wish.

Workplace Academy

Workplace Academy

To help adviser unlock the opportunities available in the corporate market, SimplyBiz created the Workplace Academy. Through training courses, tools and specialist helpdesks, the Academy can help you offer auto-enrolment, business protection, group risk and employee benefits services to your corporate clients. 

Genius

Genius

Whether general insurance is an important revenue stream for your business, you’d like to grow in this area or you’re looking for a referral solution, Genius is our one-stop solution. Covering four key GI areas of home, landlords, ASU, and commercial insurance, Genius also offers a comprehensive range of specialist insurance products.

Pensions Transfer Bureau

Pensions Transfer Bureau

Pensions transfer have been high on the agenda of firms, clients and the regulator in recent years. For firms who do not hold the relevant qualification or would rather refer transfer business, the transfer bureau provides the perfect solution and takes full responsibility for the advice given. 

APS Legal

APS Legal

For many firms, offering will writing and estate planning services to their clients has provided valuable new income streams. APS Legal provides the training and support so you can take instructions from your clients while the specialist team create wills, trusts and other legal documentation on your behalf. 

Testimonials

"SimplyBiz has an excellent website offering SL templates and many benefits, plus their technical departments are really helpful. Furthermore the members meetings and technical workshops are of great benefit, especially for the one man band IFA who has little contact with the rest of the industry."

Larry Bignell
Boldon

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Latest News

The new HMRC Trust Registration Service - what advisers need to know

June 16, 2017

The new HMRC Trust Registration Service - what advisers need to know

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"Treat all those you care for with love while you can"

June 15, 2017

As this is my first column for about seven weeks it will be a very personal one and I would like to start by thanking the many hundreds of financial advisers and others in our great profession who have sent messages of condolence and support to me on the sudden loss of my beloved wife, Jennifer. 

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Keeley Paddon: Considerations for a positive DB transfer recommendation - Part 2

June 08, 2017

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NMBA - How Govt's apprentice funding freeze risks the future of advice

June 06, 2017

Existing training providers have seen their funding slashed while advice firms have to wait longer to register their employees for apprenticeship schemes.

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