View more on these topics

SimplyBiz Plus adds service for bigger IFA businesses

SimplyBiz is offering a premium service, SimplyBiz Plus, designed to appeal to larger and more complex IFA firms.

The enhanced service is offering financial advisers four free compliance visits a year and six discounted file checks a month, together with access to free fund research, specialist support on trusts, Aequos and compliance, and technical helpdesks. The fee is fixed at £500 a month. SimplyBiz provides services to over 400 big IFA firms and 1,600 smaller practices.

Chairman Ken Davy says the firm has recently seen increasing demand from bigger and more complex firms. He says: “This is perhaps in response to the more rigorous regulatory requirements these type of firms are facing. In recognition of this, we have now formalised a separate offering which we believe cannot be matched by any other group.We will provide these firms with the high-quality services they need such as regular compliance visits, file checks and fund research in the most cost-effective way possible.”

Recommended

Shorn of living pension

Zombie life funds have for years been a whipping boy for personal finance journalists, whether writing about pensions or any other with-profits investments. Their restrictions on investing in equities have made attacking investments in both closed and open with-profits funds like shooting fish in a barrel.

India GDP surprise

By Kunal Desai, head of Indian Equities, Neptune Kunal Desai, manager of the Neptune India Fund, comments on the strength of India’s latest GDP figures. Click here for more Important Information Investment risks The Neptune India Fund may have a high volatility rating and past performance is not a guide to future performance. The value […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment