SimplyBiz has appointed Kelly Phillips to lead the newly created role of business development quality manager.
Phillips, who joined from AIG, will work closely with SimplyBiz member firms to help create protection opportunities and support advisers in meeting the expectations of the Consumer Duty.
SimplyBiz said its protection division under the leadership of Emma Vaughan, head of protection and health solutions, has been through a transformative period of development in the past 18 months.
Recent initiatives have included the launch of a specialist panel of leading income protection providers referral solutions for protection and PMI in partnership with Caspian Insurance and USay Compare.
It also delivered training and development programme for members supported by key protection providers.
SimplyBiz has also recently partnered with iPipeline to offer its members access to the SolutionBuilder platform at a preferential rate allowing them to effectively review the market place based on the needs of their clients.
SimplyBiz head of protection and health solutions Emma Vaughan said: “At a pivotal time for the protection market, when the spotlight is on providers to demonstrate fair value and for advisory firms to comply with additional compliance, there has never been a bigger focus on business quality.
“At SimplyBiz we are at the forefront of providing market-leading support and service to our members and this is why I’m delighted to have brought Kelly Phillips on board as our new business development and quality manager.
“Kelly brings with her a wealth of experience from her time at AIG and L&G, where she spearheaded the business quality teams. Kelly is a fantastic addition to the already award-winning protection team and will be a fantastic asset to our member firms.”
Commenting on her appointment, Kelly Phillips added: “Having worked at AIG and Legal & General for over five years, it is great to be working with a distributor and making a real difference for SimplyBiz members. I am extremely passionate about business quality, so working to further develop this proposition at SimplyBiz is something to which I’m really looking forward.”
SimplyBiz provides essential support services, software and data that enable professional financial advisers, financial intermediaries and product providers to deliver better outcomes for their customers.
It supports over 3,000 intermediary firms with regulatory and business support while providing essential product distribution support to over 400 financial institutions.
SimplyBiz’s in-depth understanding of the changing regulatory landscape and deep insights into the needs of customers, advisers and product providers enable it to add unique value to the retail financial services sector.
