Webb10 mars 2024 · Joint CEO says there are ‘two types of acquisition that really interest’ the company. Fintech and support services business The SimplyBiz Group has rebranded as Fintel. Fintel has been created to “harness the combined strength and reach” of intermediary support business SimplyBiz and UK research, ratings and fintech firm … Webb14 sep. 2006 · SimplyBiz, the Huddersfield-based IFA service and business support provider, has produced a retirement booklet in Braille for advisers to use with visually impaired clients.
Helen Shepherd - Pensions Technical Adviser - SimplyBiz
Webb6 dec. 2024 · The huge scale of defined benefit (DB) pension scheme transfer queries has led to more than 1400 member firms seeking guidance on the topic from The SimplyBiz … WebbSimplyBiz - Head of Technical - 2002 to Date. Voted 'Best Team/Dept' in an IFA member survey since SimplyBiz inception (from 2002 to date) for technical support and knowledge and going the extra mile whenever we can. Building strong relationships and support in the IFA community. Managing a Pensions Technical and Tax & Trusts helpdesk facility. fls double click.net
Pensions Update 233 - cdn.foleon.com
WebbAbout Us. Signature is part of Fintel, one of the UK's leading fintech, research and support services providers in financial services with 20 years’ of experience working to fulfil our clients' needs. Signature was developed to provide discretionary managers with tailored and customised support services. Through Fintel, we are linked to a ... Webb4 apr. 2024 · SimplyBiz is working with tech provider Comentis to strengthen the services it offers to help advisers identify vulnerable characteristics in clients and deliver relevant … Webb1 dec. 2024 · SimplyBiz Group expands pension transfer bureau panel 01 Dec 2024 We are delighted to welcome P&B Wealth to our pension transfer bureau. The panel offers an … flsd on-site test