Simplybiz has introduced the widening of its business consultancy service with the addition of a proposition designed to assist advisers by way of the complete diagnostic evaluation and creation of a compliant ongoing overview service.
Delivered over a collection of consultative classes, the continuing overview service possibility will embody an evaluation of a companies’ charging fashions, shopper agreements, and disengagement insurance policies. It will even overview their monitoring methods and MI readiness.
The new ongoing overview service joins a range of business consultancy propositions from Simplybiz which incorporates assist for companies round charging constructions, centralised funding and retirement propositions, Consumer Duty implementation, and annual overview supply.
Simplybiz business consultancy supervisor, Zayd Ahmad commented: “Simplybiz already gives a range of assist for advisers round ongoing evaluations, however the addition of the brand new business consultancy annual overview service means they’ll go for an method with extra skilled, hands-on steerage.”
He added: “We needed to make sure our ongoing providers proposition helped the recommendation agency to not solely discover its inner processes and documentation but additionally really feel assured they’re assembly the rules set out by the FCA on this space.”
