Editorial & Advertiser disclosure

Global Banking & Finance Review® is an online platform offering news, analysis, and opinion on the latest trends, developments, and innovations in the banking and finance industry worldwide. The platform covers a diverse range of topics, including banking, insurance, investment, wealth management, fintech, and regulatory issues. The website publishes news, press releases, opinion and advertorials on various financial organizations, products and services which are commissioned from various Companies, Organizations, PR agencies, Bloggers etc. These commissioned articles are commercial in nature. This is not to be considered as financial advice and should be considered only for information purposes. It does not reflect the views or opinion of our website and is not to be considered an endorsement or a recommendation. We cannot guarantee the accuracy or applicability of any information provided with respect to your individual or personal circumstances. Please seek Professional advice from a qualified professional before making any financial decisions. We link to various third-party websites, affiliate sales networks, and to our advertising partners websites. When you view or click on certain links available on our articles, our partners may compensate us for displaying the content to you or make a purchase or fill a form. This will not incur any additional charges to you. To make things simpler for you to identity or distinguish advertised or sponsored articles or links, you may consider all articles or links hosted on our site as a commercial article placement. We will not be responsible for any loss you may suffer as a result of any omission or inaccuracy on the website.

Home > Top Stories > SIMPLYBIZ GROUP LAUNCHES RANGE OF REFERRAL SOLUTIONS FOR ADVISERS

SIMPLYBIZ GROUP LAUNCHES RANGE OF REFERRAL SOLUTIONS FOR ADVISERS

Published by Gbaf News

Posted on February 1, 2018

3 min read

Last updated: January 21, 2026

Graph illustrating growth of the Health Caregiving Market to USD 521.61 billion by 2032 - Global Banking & Finance Review — An informative graph depicting the projected growth of the Health Caregiving Market from USD 233.02 billion in 2025 to USD 521.61 billion by 2032, highlighting a CAGR of 12.2%. This image enhances understanding of the market dynamics discussed in the report.

The SimplyBiz Group has announced the launch of SimplyRefer, a range of third-party referral solutions for advisers. In addition to HUB Referral Solutions, which launched earlier this month, SimplyRefer provides access to hand-selected third parties offering support on business areas including estate planning, care fee planning and commercial insurance.

Richard Ardron, Marketing Director of The SimplyBiz Group, commented:

“We understand that there will always be certain product areas that advisers either cannot, or choose not to advise upon. This could be due to not holding the relevant permissions or qualifications, not having the right resources available, or simply a preference not to be involved in a particular business area.

“With more and more advisers choosing to provide a fully holistic service, we know it can be difficult when an adviser cannot provide a specific service which they believe would be the best course of action for their client. Referring a client to one of our specialist SimplyRefer partners could be the answer to this issue. In each case, a specialist will provide a high-quality service for the client, and the adviser will maintain a strong ongoing relationship.”

Some elements of SimplyRefer, which were launched early as standalone propositions, have already proven successful. The Group’s DB pension transfer service has received over 2000 cases in 18 months, whilst APS Legal & Associates’ estate planning and will writing solution has over 700 users.

The SimplyBiz Group has announced the launch of SimplyRefer, a range of third-party referral solutions for advisers. In addition to HUB Referral Solutions, which launched earlier this month, SimplyRefer provides access to hand-selected third parties offering support on business areas including estate planning, care fee planning and commercial insurance.

Richard Ardron, Marketing Director of The SimplyBiz Group, commented:

“We understand that there will always be certain product areas that advisers either cannot, or choose not to advise upon. This could be due to not holding the relevant permissions or qualifications, not having the right resources available, or simply a preference not to be involved in a particular business area.

“With more and more advisers choosing to provide a fully holistic service, we know it can be difficult when an adviser cannot provide a specific service which they believe would be the best course of action for their client. Referring a client to one of our specialist SimplyRefer partners could be the answer to this issue. In each case, a specialist will provide a high-quality service for the client, and the adviser will maintain a strong ongoing relationship.”

Some elements of SimplyRefer, which were launched early as standalone propositions, have already proven successful. The Group’s DB pension transfer service has received over 2000 cases in 18 months, whilst APS Legal & Associates’ estate planning and will writing solution has over 700 users.