Later Life

Just offers referral service to SimplyBiz members

Rozi Jones
|
9th January 2018
partnership business together joint
"The new service enables firms to offer regulated advice and guidance services spanning a wide range of retirement services including retirement income, equity release and long term care funding"

SimplyBiz members will now have exclusive access to Just Group's HUB referral service, which offers access to retirement income planning, equity release advice and care funding advice.

HUB has so far helped over 2,000 customers with their long-term care funding needs.

Members can refer clients to the HUB, where a specialist team of advisers can help them deal with complex, and often emotive, business areas.

Gary Kershaw, Compliance Director of The SimplyBiz Group, commented: “There will always be certain product areas in which advisers either can’t or don’t want to operate. This could be down to not holding the relevant permissions or qualifications, not having the right resource, sufficient time, or simply because it’s an area in which they would just prefer not to be involved.

“HUB Referral Solutions will help advisers enhance the range of services they offer, meaning they can meet more of their clients’ needs.”

Stephen Lowe, Group Communications Director at Just Group, added: “We are delighted to offer members of SimplyBiz a new referral service from our Group business, HUB Financial Solutions. The new service enables firms to offer regulated advice and guidance services spanning a wide range of retirement services including retirement income, equity release and long term care funding to existing clients and to new enquirers.”

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