If you are advising a business owner or employer, as an accountant, financial adviser, payroll or HR specialist,we’re here to help you maximise the value of your services and diversify your business.
We specialise in supporting business advisers who are looking to create new revenue streams from existing clients and through professional connections. Our modular approach enables advisers to select support to complement their business model and objectives. These modules include:
For just £50pm our subscribers benefit from:
Why not accelerate your returns through the Workplace Academy
It’s often hard to get the time to really focus on developing a new proposition for clients, learn the technical skills, get up-to-speed with the latest market developments, research providers, negotiate terms, set-out the pricing, and create the marketing materials.
The Workplace Academy is the only training and development resource of its kind in the UK and provides advisers with a gateway to the skills, knowledge and tools needed to build a robust, comprehensive and profitable corporate business proposition.
The Workplace Academy offers support at every step of the journey into corporate advice, from identifying and engaging clients, through the process of developing a proposition, to modules focusing on technical product information.
To find out more you can download our propectus, and read previous delegates’ feedback, or contact us on 01484 443450 to find out how to join the Academy and start building your corporate proposition today.
The Workplace Academy can be organised at a time convenient to you, held within your own office to suit your business requirements.
REGISTER YOUR INTEREST IN THE WORKPLACE ACADEMY
Pensions & Auto Enrolment – The partners that we work with are AVIVA, Scottish Widows, Creative Auto Enrolment & Smart Pensions. We have made sure that our advisers get a better deal through us, with non compete agreements and the best employer charges.
Group Risk (Group Life, Group Income Protection & Group Critical Illness) – The partners are Unum & Ellipse, Unum are the biggest player in the market and support with business development, Ellipse are very much technology driven and are very interested in the smaller corporate market.
Health & Wellbeing (Private medical Insurance & Cash plans) – We are working with a PMI panel providers Vitality, AVIVA Healthcare & AXA PPP Healthcare.
Business Protection (Key person insurance, Loan Protection Insurance, Shareholder/Partnership protection & Relevant life policies) – All 8 Simply Protect providers with enhanced commission terms, AIG, Aviva, Legal & General, LV=, Royal London, Scottish Widows, Vitality & Zurich.
Salary Exchange – This area keeps advisers up to date with what’s going on in the market and useful calculators they can use with their business owner clients.
Benefits Platform – including Simply Benefits which is an employee benefits platform available at an affordable price, a new development for the SME market.
Business Support – We provide marketing materials, consultancy support, specialist partners that advisers can work with if they are not current in a particular area and these will all provide a non-compete agreement.
Employee Engagement – presentations advisers can use for their employees in a number of different area’s, access to financial education that can be rolled out to employee’s on scale.
Workplace Solutions is part of the SimplyBiz Group, which supports its adviser members with a range of compliance and business support services from FCA applications, technical support, compliance helpdesks and field teams, best of breed tools and technology, expert marketing support, web services and much more.
Get in touch on 01484 443450 or email@example.com
We provide Workplace Solutions support to over 1,000 business advisers across the UK, ranging from financial advisers to accountants, payroll and HR specialists. SimplyBiz Group Members receive free access to all Workplace Solutions benefits with the exception of Academy enrolment. Non-SimplyBiz Group members are required to subscribe to Workplace Solutions to receive the following services.
For just £50pm our subscribers benefit from:
Our members are growing profitable businesses, so call us on 01484 443450 or drop us a line at firstname.lastname@example.org to find out more about how we can help support your firm’s success
To find out more about free training and business development events in your area. register your interest below.
For ambitious businesses looking to build a strong corporate proposition download our Workplace Academy prospectus and see previous delegates’ feedback and register your place using our application form.
July 21, 2017
It won’t be a revelation to anybody that the financial advice sector is in dire need of new blood in order to survive.
June 28, 2017
The New Model Business Academy Managing Director, Tom Hegarty, shares some thoughts with Professional Adviser around the challenges firms face in recruiting new advisers, as well as some of the skills required for people new to the profession.
June 22, 2017
The question is not what you can do for your apprentice, but what your apprentice can do for you.
June 05, 2017
Existing training providers have seen their funding slashed while advice firms have to wait longer to register their employees for apprenticeship schemes.