Contents
REGULATORY EXPERTISE BUSINESS SUPPORT
10
Introducing
20
Managing clients’ estate planning needs in a post-Budget world
Your new digital compliance solution
14 | Survival of the FITtest
16 | The regulatory landscape for 2025
18
What’ s the latest in the world of regulatory reporting?
22
our bespoke learning platform, bringing together the very best of Competent Adviser
24 | Unearthing vulnerability within your client bank
27 | Content Streams from tomd transformational content sharing platform
28 | The biggest events of 2025: Have you secured your place?
30 | Removing the barriers to sending news and guides
31 | Pay it forward( and we’ ll pay you)
32 | Trump, tariffs, tech, and the rest of the world
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For more information about our services, please call us on 01484 443 445 or email adviserservices @ simplybiz. co. uk
www. simplybiz. co. uk
www. compliancefirst. co. uk www. sifa. co. uk
2 | The Adviser