Connect with us

Top Stories



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.

Editorial & Advertiser disclosure
Our website provides you with information, news, press releases, Opinion and advertorials on various financial products and services. This is not to be considered as financial advice and should be considered only for information purposes. 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 may link to our advertising partners websites. Though we are tied up with various advertising and affiliate networks, this does not affect our analysis or opinion. 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 sponsored articles or links, you may consider all articles or links hosted on our site as a partner endorsed link.
Global Banking and Finance Review Awards Nominations 2021
2021 Awards now open. Click Here to Nominate


Newsletters with Secrets & Analysis. Subscribe Now