Additional Support Package

We are delighted to announce the launch of our new package of additional support, specifically designed to provide assistance to your business, and offer enhanced benefits to your clients.

We are delighted to announce the launch of our new package of additional support, specifically designed to provide assistance to your business, and offer enhanced benefits to your clients.


The SimplyBiz Group has been working hard to support the firms we serve through these changing and challenging times, and thus far our primary aim has been to ensure continuation of service to all firms. We have quickly mobilised our teams to work from home using advanced technology solutions that ensures our service to you remains uninterrupted. Our helpdesks are fully functional and all of our compliance visits continue remotely.

Whilst this is a significant achievement in itself, we wanted to go further still. We are proud to now offer all our members and clients a comprehensive business assistance package, designed to support firms when they need it most.

1. Helping support your cashflow

We are offering a new three month payment holiday scheme for firms, designed to help you with your immediate cashflow.

We can offer you immediate access to a payment holiday on your membership fees, and all fees relating to compliance services (including compliance visits and file checks) for the next three months.

This payment holiday is free from any interest payment and is designed to help you with your cashflow during these unprecedented times. Furthermore, the holiday payments will then be spread over the next 12 months of your membership, ensuring you have ample time in which to spread the fees.

2. Helping you service your clients remotely

We will be integrating a leading online video conferencing and screen sharing platform into CENTRA, our market-leading technology solution, made available to all Members at no additional cost.* This will allow you to deliver first class service in a digital environment.

We will help you to get up and running so that you have the skills and confidence to work with your clients in a new way. This functionality is designed to help you now, and in the future, serve more clients, more effectively and more profitably.

* The first five licences are included complementary.

3. Helping you access finance

We have launched a new resource centre specifically designed to help you access information on Government financial support initiatives. We will provide support and guidance that is relevant to your firm as well as reliable answers to the common questions you may have. You will have access to an email helpdesk for you to ask specific questions.


4. Helping you earn 

We will provide quality training and support to help you diversify revenues in protection, general insurance, estate planning and wills.

We are now offering free access to a three-day estate planner course (complete with certification) to enable you to give advice and take instructions for wills and Lasting Powers of Attorney. Each of these are now fully supported for remote working and our in-house legal experts will complete all legal document drafting under our PI insurance. Recent market data suggests an increasing demand for wills and LPAs, and we are here to support you so that you can help your clients.

We also operate SimplyProtect, a bespoke panel of insurers paying enhanced rates of commission. This service is free to sign up to and will instantly improve the remuneration you receive from your protection business

Finally, we will also be delivering remote training and education on protection, GI and estate planning products.

5. Helping you learn 

Our extensive and diverse face-to-face events and CPD programme has now moved on-line. You can now attend any of our CII accredited events in a virtual environment, ensuring continued access to the best presenters and technical content. We have invested in state-of-the art online conference facilities to allow you to continue to learn and build up your CPD hours effortlessly.

6. Helping you stay informed   

We will deliver regular digital briefings on changes in legislation, market updates and specific technical subjects throughout the next three months. These will be available for you to view in Adviser Media Player and we will send out email updates, directing you to the latest content.

7. Helping your wellbeing 

We are launching a mental health and wellbeing module to all Member and Client Firms to help you maintain your wellbeing. This module is used in workplaces across the UK and has received excellent endorsement and feedback. Shortly after launch, we will be making the same facilities available for you to give to your clients through your NextGen website.

In summary, The SimplyBiz Group is here for you and your firm. We will;

  • Help you manage cashflow
  • Help you work remotely
  • Help you access finance
  • Help you earn
  • Help you learn
  • Help you stay informed
  • Help you ensure the wellbeing of your teams

All of this is of course on top of our core services. Our compliance centres of excellence are all set up to provide the service you need remotely; from providing technical guidance and support to remote file checks and audits.

We are here to support you and your clients through these challenging times and beyond.