Support where you need it most
BUSINESS SUPPORT
Support where you need it most
Here are some of the new initiatives and existing services available to help you meet the key objective outlined in your feedback .
Grow your client base and enhance service quality
We offer a variety of solutions to help you expand your client portfolio and elevate the level of support you provide to clients . Here ’ s what ’ s available right now :
Boost visibility with VouchedFor ' s universal adviser directory VouchedFor is launching an expanded adviser directory , including a free profile for every FCA-regulated firm . We ’ re working closely with investment and pension providers to promote this directory and have secured priority access just for you . We ’ ll be in touch over the coming weeks , but if you ’ re eager to get ahead , reach out to Adviser Services today . Don ’ t forget , VouchedFor ’ s client review technology enables you to showcase your firm through the experiences of your clients , driving new business and deeper engagement .
Expand your reach or lighten your workload with referrals Whether you need support in areas you don ’ t cover , or could benefit from freeing up time , why not take advantage of our referral partners ? From estate planning and later life solutions to protection advice , our trusted partners are ready to assist both you and your clients , ensuring every need is expertly handled .
Training and events : Elevate your productivity Want to sharpen your skills or boost your team ' s efficiency ? Explore our latest events , offering everything from protection strategies to tech training . There ’ s something for everyone to help you increase capacity and stay ahead of the curve .
Build the future with Mylearning Academy Secure your firm ’ s future by training the next generation of advisers through Mylearning Academy , our online exam support platform . With a track record of 90 % of students passing their qualifications on the first try , it ’ s a proven way to develop industryrecognised expertise .
What ’ s coming in 2025 ?
Acquisition support Looking to expand through acquisition ? Our enhanced service , launching in 2025 , is designed to streamline the process . Stay tuned for more details or contact us today to explore your options .
Marketing solutions Access professional , compliant websites with no upfront build fees , plus a wealth of client engagement tools , for as little as £ 30 per month . The Mymarketing hub offers guides , newsletters , and more to keep your clients informed and engaged . And for 2025 , we ’ re bringing you even more : enhanced digital content streams and a ready-to-use client engagement solution at your fingertips .
For more information , contact adviserservices @ simplybiz . co . uk .
Streamlined processes to meet regulatory requirements
You mentioned wanting to review your processes to better align with Consumer Duty requirements . We offer tailored regulatory services to support you where it matters most :
• We ' ll assess your systems and processes , offering advice on improvements and efficiencies .
• Our expert team can review your advice quality , assist with business-wide process checks , and provide a ' Check the Checker ' service for internal compliance . We can also provide access to Consumer Duty-focussed tech , helping you to not only meet regulatory standards but enhance overall practices .
New for 2025 We are launching a brand-new service to help automate risk management , providing you with your own customised regulatory dashboard . This will remove many manual tasks that you current perform , providing key data for you and your firm to monitor key areas , tracking progress and highlighting where you need to focus energies to maintain compliance .
Contact complianceservices @ simplybiz . co . uk for more information
Increase efficiencies and value
One of the top priorities for advisers is to increase the value of their business , with streamlining operations and integrating new technologies like artificial intelligence also high on the list . As well as our support to help with client growth and service , which will inevitably influence value and income , we can also assist firms in other ways :
• Tech review – we are talking to firms today about the technology they currently use and what is important to them . Through our expensive tech-stack , we are able to help firms to consolidate and take on new and improved solutions , often saving money in the process .
• Our Business Consultancy service not only works with firms to assess processes and systems , but also to look at where firms may be able to optimise delivery , including looking at service and charging .
• Our Training and Competency service can offer you an affordable way to monitor the advice given within your firm , meaning you can free up much-needed resources to focus on key growth areas .
New for 2025 Our member and client websites are an essential part of the support we offer , providing key information and documentation . To make this resource even more user-friendly and intuitive , we are rebuilding , redesigning , and enhancing the sites for 2025 — stay tuned for more updates ! Additionally , our compliance digitisation project and Value Builder ( designed for firms seeking to acquire or exit ) will offer even more ways to increase efficiencies and enhance the value of your business .
10 | the adviser