Enhanced Support

As and when you need it

As the UK’s largest supporter of directly authorised advisers, nobody can match the breadth of expertise and support that we offer – and we keep winning awards to prove it! We have an expansive team of over 500, all dedicated to supporting the firms that we serve.

Going DA with SimplyBiz, offers you the freedom to choose, as and when you need, from our comprehensive range of enhanced support for:

  • Regulatory support
  • Learning and development
  • Efficiencies
  • Giving advice

We are committed to ensuring our Members have the right support and tools at their disposal. We won’t tell firms what to use, we will simply provide a selection of market-leading solutions and access to a highly experienced team to call upon as and when they are required.

 

Regulatory support

We understand the impact that regulation can have on your business and that's why our whole ethos is built on providing you with the very best compliance support.

Our support is designed to help you spend less of your valuable time on compliance processes and more with your clients; that's why we'll always talk to you about compliance in plain English, and tell you exactly what existing regulation and policy change means for you and your clients, and what you need to do.

Our priority is keeping your business compliant and our support and services are on hand as and when you need them:

  • Unrivalled expertise
  • Helpdesks
  • Training and competence
  • Audits and visits
  • Specialist support
  • Reviews and checks
  • Communications
  • Documentation
  • Centralised Investment Process

Click here for more information

 

Learning and development

The SimplyBiz Group is committed to promoting professionalism within the advice sector and, as such, we provide an extensive programme of learning and development opportunities. To complement our face-to-face and virtual event programme, we also offer online services including our webinar programme, our market-leading Advice Show and complimentary licences for our learning and testing CPD portal.

  • Core events
  • Investment Forums
  • Supervision courses
  • Protection Workshops
  • Best practice meetings
  • Mortgage events
  • Live broadcasts
  • Competent Adviser

Click here for more information

 

Efficiencies

Running an advisory firm can be demanding, so it's crucial that you have access to quality business support solutions. We asked our Members what they wanted, and this is what they told us:

  • efficiency in the advice process
  • a seamless link from financial planning to research and suitability reports
  • greater support in making suitable investment recommendations and
  • support to deliver a better customer experience

Does this make you question the support you are currently getting; do you think you could benefit? Click here for more information

 

Giving advice

You are committed to providing your clients with the very best service, so we offer a relevant selection of propositions to help, whether you choose to advise, refer or outsource.

Recently we have seen an increase in demand from Members for wider solutions and a choice of how to access them, we are here to support you when you need us.

Click here for more information

 

To find out if direct authorisation is suitable for you, contact one of our development team for an informal discussion on 01484 439128.

Click here for your guide to becoming directly authorised.

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