SimplyBiz reveals plans for 2013 and beyond

Laura Miller
clock

SimplyBiz has revealed two solutions to meet the needs of restricted and independent advisers from January 2013.

The group is offering a ready-made end to end solution to enable a directly authorised firm to operate as either an independent practice or a restricted one, providing the processes, literature, tools and guidance to deliver either of these propositions "compliantly and profitably". SimplyBiz is also offering members a self-select guidance process, which enables a directly authorised firm to tailor-make their business model to their own particular requirements for either an independent or restricted offering. Both solutions are available to SimplyBiz members from yesterday. Ken Dav...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Mis-selling and suitability account for 61% of adviser complaints

Mis-selling and suitability account for 61% of adviser complaints

Oxford Risk calls for more tech-driven personalisation amid rising FOS concerns

Sahar Nazir
clock 18 June 2025 • 1 min read
Half of advice firms reviewing client bases ahead of FCA boundary shake-up

Half of advice firms reviewing client bases ahead of FCA boundary shake-up

Dynamic Planner research reveals split views on simplified advice vs targeted support

Sahar Nazir
clock 18 June 2025 • 2 min read
Reeves eyes IHT U-turn as non-doms 'plan to leave'

Reeves eyes IHT U-turn as non-doms 'plan to leave'

‘Exodus’ fears continue to grow

Sahar Nazir
clock 17 June 2025 • 1 min read