SimplyBiz

SimplyBiz Advice Show to provide final Consumer Duty check in ahead of deadline

The Advice Show, hosted by SimplyBiz, which brings together industry experts to provide advisers with insight on some of the big issues shaping the market, returns on Monday 17th July.

The live broadcast will look at the current investment and mortgage market, provide advisers with a last check of where they need to be in terms of the Consumer Duty, provide a technology deep dive, and look at different areas where firms can develop their proposition to meet changing client needs, especially around investments and DB transfers.

The event, which is open to the whole of the market and has already attracted more than 300 bookings, takes place bi-monthly and is designed to offer delegates access to insight, updates, and discussion from industry leaders on a broad range of topics. 

The agenda is delivered in a number of bite-sized sessions, with full and half-day events addressing all of the elements covered as part of the broader SimplyBiz learning and development programme. 

Participants in the next event include Orbis Investments, M&G Investments, PIMCO, Edentree, Tatton Investment Management, Schroders, Liontrust, Aviva, and iPipeline, as well as specialist staff from across SimplyBiz.

Richard Ardron, marketing director of SimplyBiz, said: “Our aim for the Advice Show has always been to deliver a breadth of relevant and engaging content to advisers in as efficient a way as possible. 

“I believe it remains unrivalled in both the quality of speakers and range of areas covered – and advisers from the whole of the market will be able to access the sessions they want to watch without leaving their desk!

“The agenda is designed based on feedback from our member firms, so we know that we’re tackling areas in which there’s a great deal of adviser interest, and that’s reflected throughout the year in our booking and attendance figures. 

“Additionally, the ability to ask questions direct to subject matter experts throughout the event ensures it remains relevant at all times.”

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