Zayd Ahmad, Business Consultancy Manager Simplybiz

Simplybiz Business Consultancy team launch Ongoing Review Proposition Support

We are delighted to announce a brand-new service from the business consultancy team that is aligned to the regulator’ s focus on ongoing review delivery and future business sustainability.

Delivered over a series of in-depth consultative sessions, the ongoing review service option will include an assessment of your charging model, client agreements and disengagement policies, and a review of your monitoring systems and MI readiness.

A new era of strategic support

Traditional consultancy models typically offer advice in bursts, through project-based engagements or ad hoc consultancy sessions. Our Business Consultancy range of solutions, available to Simplybiz, Compliance First and SIFA members, breaks that mould by providing continuous, proactive, and tailored business guidance.

What’ s included in the service?:

Over a twelve month period, the Ongoing Review Proposition will cover:

• Meeting regulator expectations

• Establishing cost of manufacture for a review service

• Creating ongoing review proposition documents

• Creating client facing documents

• Ongoing service agreement

• Disengagement letter

Addressing industry challenges

As businesses evolve in response to shifting regulatory frameworks, digitisation, and changing client expectations, firms are adapting.

The heart of the ongoing review service lies in lies in helping you to forge lasting partnerships with clients, building trust and accountability, and delivering measurable progress.

Rather than just pointing out opportunities, the service supports firms at every step to ensure successful application.

Future-proofing adviser practices

This new service is designed with the future in mind. As the financial services landscape continues to digitise and client behaviour becomes more sophisticated, firms will need robust, agile support structures.

Tailored onboarding

Firms joining the service will begin with a bespoke onboarding journey, including:

• A full business health diagnostic

• Goal setting aligned with personal and commercial objectives

• Priority mapping of immediate actions and long-term strategies and more!

14 | The Adviser