Protecting the value of businesses
The Creative Benefit Solutions Group has been a trusted partner of NMBA and the SimplyBiz Group since 2012. We provide services to over 600 advisers through NMBA and the SimplyBiz Group, with an overall client base of over 16,000 corporate clients and 100,000 individual members and clients.
At the heart of our partnership is our absolute commitment to protect and grow the adviser’s relationship with their clients, whilst helping them to maximise the value of new and existing corporate clients through strong non-compete agreements.
We’ve developed a suite of services that we know add value and include:
• A trusted partner for corporate clients – Creative’s integrated services enable IFAs to generate regular new business through Creative’s unique member referral service;
• Auto enrolment consultancy, audit and disaster recovery;
• Workplace pensions – partnership approach with IFAs to unlock adviser charging, governance and at retirement opportunities;
• Employee benefits including group risk and healthcare;
• Employee presentations – includes identifying and qualifying leads for the IFA to manage
• Business protection consultancy
• New PMI proposition in partnership with Vitality, exclusive offer for Creative and IFA mutual clients (many of whom are via NMBA/SB members)
There are new opportunities for you to earn significant income from corporate clients – and we would like to show you how.
Simply submit your contact details on the form and we will get in touch with you!