Welcome Rachel Lee Director of Events & Member Relations
Sign register Workbooks Providers have answers on stands “Costa coffee card” – minimum of 5 stamps Feedback CPD Portal Today
The SimplyBiz Group 86% of firms feel that the overall support is excellent or very good 91% would recommend us Additional paid services are choices for firms who want to outsource Compliance is still at the core of what we do
Our Vision Our Vision to provide you with everything you need to operate a compliant and profitable business model in the post RDR world
Vision Update Vision your one place to access all compliance documents 92%
New look website New short cut menu to Vision, Simply enrol, Verbatim etc Added value inc technology deals News communications hub Banners highlighting new additions, campaigns & opportunities
New look website Development new area Event and wider CPD information
T & C Scheme
About the service File reviews Skills observation Knowledge testing Review of CPD 1 to 1 meetings Annual skills/training needs analysis Action plans to address development needs KPI collation, analysis and review Annual fit and proper checks
Cost £150+VAT per month, per adviser Download our simple guide to find out more about your T&C requirements Register your interest for January, February and March implementation Templates on Vision for DIY
Our Vision Our Vision to provide you with everything you need to operate a compliant and profitable business model in the post RDR world
The SimplyBiz Group Tom Nall - Director of Workplace Solutions New developments > Enhanced integration with NOW > Salary exchange set-up > Assessment over multiple providers > Additional Adviser tools and support Product development completed Next big staging profile Q Webinars in October
The SimplyBiz Group 600 estate planning associates 3 day training course 65% profit for the service (75% probate) Tax planning, trust work, wills, power of attorney, probate Introduce to APS – 15% value of the work Webinars or visit the stand
Deposit Cash Management Tool Represents a solution for advisers looking to place client’s cash on deposit Whole of market research on UK based savings accounts for a range of account options including Personal Deposits, Cash ISAs, SIPP, Business, Trustee, Charity and Lasting Power of Attorney accounts Only FSCS protected accounts are used Accounts solely in clients name, applied for directly, no-one has any access Comparison tables, calculators & pre –sale reports TCF Exclusive Preferential rates for SimplyBiz Members –starts at just £40pm inc VAT. A FREE TRIAL Deposit Sense
Simply Marketing
Marketing Plans Letters s Social media eg Linkedin Data cleansing Data Purchase All types covered eg , letters, flyers, newsletters Your brand communicated consistently through brochures, logos, websites etc
Adviser Solutions Your new product provider information centre Designed to enhance your product knowledge Easy to navigate - relevant business areas. Latest news and videos from all our provider partners Access to unstructured CPD material through the Knowledge Centre
8.30am – 9.00am Registration / Coffee SimplyBiz update with Rachel Lee Pension Reformer Drawdown your flexible friend – Early stage retirement – keeping your clients’ options open Security and flexibility during your retirement journey The role of platforms in the new retirement landscape Enhanced annuities – underpinning your pensions platform Compliance Update 1.10pm – 1.50pm Lunch Compliance Update Stress testing your financial planning process Pensions Freedom