View more on these topics

SimplyBiz starts its business academy

SimplyBiz launched its New Model Business Academy this month for member firms.

The new service will offer advisers help in four main areas.

The launch will focus on members’ professional development and that of their staff right through to the achievement of chartered financial planning status or other qualifications appropriate to their needs.

It will assist firms wanting to move from an initial commission basis to one more reliant on recurring income and trail.

SimplyBiz says it will also facilitate shared communication on best practice, enabling all firms and their clients to benefit from the transfer of ideas between practices in different parts of the country. It plans to act as a central hub which has just completed a successful pilot with a small group of firms and is now being rolled out to all SimplyBiz firms.

Finally, the initiative aims to assist in career progression and succession planning to enable firms of every size to make the best use of their resources.

Chairman Ken Davy says: “We believe that this important initiative will help firms and their staff increase both their professionalism and profitability as well as supporting their career development and retirement planning.

“It is another groundbreaking example of our determination to help the two thousandplus firms we represent to be ever more successful and professional.”

Recommended

Palm reader

Unlike the major markets where well managed smaller company funds usually outperform bigger company funds, the Asia Pacific excluding Japan sector usually sees bigger company funds performing better. This sector performed very well in the first three months of this year but recently there has been quite a lot of profit-taking and the Hang Seng […]

Sweet clarity

Discounted gift trusts – Phil Carroll, UK tax and estate planning manager at Skandia, welcomes teh recent HMRC guidance clearing up confusion over DGTs and also the consultation with the industry to discuss the issues.

Critical analysis

Our panel consider the drop in complaints about protection policies, abolition of the age 70 rule and new business figures.

Thumbnail

Case study: administration — implementing a management log

Our client is a leading video game and publishing company best known for its console role-playing game franchises. The client provides a number of benefits, at varying levels and cost that attract a P11d liability. With the absence of a management log to track data for benefit movements, enormous administrative and therefore cost implications were occurring each year just to comply with P11d reporting requirements.

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com