About the template sites

Q: How does the NextGen 3.0 sites offering work?

A:  It’s very simple, we provide you with a website that is fully built and pre-populated with compliant text and images, and ready to use (displaying your logo and contact details), for a  monthly cost. Plus, with some packages, we’ll add regular compliant topical articles to your site. From receipt of your completed site request from, we should be able to provide you with your site within five working days. At very busy times (such as when we have launched new designs or features), there may be a delay, in which case we’ll let you know. 
Because NextGen 3.0 sites give you so many choices, you can really make the site your own. We’ll provide you with a NextGen 3.0 template website that is fully built which you can personalise to suit your needs and to match your firm’s branding. Choose from:

  • A professional or advance template depending on the level of functionality you need
  • Three different modern website designs
  • Pre-written compliance approved content based on the services you offer
  • 10 image collections

It’s as Simple as that.

Q: What program are the new NextGen 3.0 websites built in?

A: The NextGen sites are built in an optimised WordPress environment running on a cloud based server infrastructure. We run a WordPress multi-site setup allowing us to scale our WordPress installations quickly. WordPress is the most popular content management system on the Internet, powering nearly 35% of all internet websites, giving us the backing and support of thousands of open-source developers, world-wide, as well as, of course, our team of experts here.
Q: How do I register for a NextGen 3.0 site?

A: You can click here or click the ‘order now’ tab on the right of the page and complete the online form. From here, we will ask you to supply some basic information in order for us to build your site for you.
Q: Will my site be compliant?

A: We will add a number of pre-set and pre-complied pages to your site and depending on your package, and your requirements, we will continue to add compliant copy. If you make any changes to copy, you will be responsible for the compliance of those pages.
Q: What happens if I leave the SimplyBiz Group?

A:  NextGen 3.0 sites are unique to the SimplyBiz Group and are offered to Members and Clients at a heavily discounted rate. As such, it is only open to members and clients and therefore, if you do leave the Group, your site will be turned off.

URLs and CMS

Q: Can I choose the URL (domain) of my website?

A: Yes, you can either buy your own domain from a domain name registrar or transfer in an existing domain.
Q: Where will my emails be hosted?

A: Email hosting isn’t included as part of the NextGen 3.0 website hosting. If you buy your domain name from an online domain name registrar, for example, they will often include the option for email. Your IT support person or firm are best placed to help you with this. They should be able to advise on the best way to set up and manage your emails. It’s important to ensure that when you repoint the DNS for your website that you don’t amend the settings for your email. Again, your local IT support team will be able to advise about this.

Content Management System (CMS)

Q: What is a Content Management System and what is CMS+?

A:  As the name suggests, a Content Management System (or CMS) allows you to manage, change and edit certain elements of your website, for example, text and images. The extent to which you can change your new NextGen 3.0 website will depend on which package you have chosen. CMS+ is only available on Advanced sites and enables you to add additional pages such as adviser profiles. As the sites are built in WordPress, you’ll find the CMS easy to use – and we’ll provide user guides to help.
Q: The NextGen 3.0 sites have a lot of functionality, so what happens if I decide I don’t want all the features on my site?

A: That’s not a problem. In the CMS you will be able to ‘turn off’ any features that are included within the package you’ve chosen, but that you don’t want on your site (or we can do it for you). And, of course, if you change your mind, you can just as easily turn those features back on.

Designs, images and content

Q: How many choices of design are there?

A: There are three different design ‘themes’. We’ve called them Evolve, Fusion and Vision. The designs are all modern and will give your NextGen 3.0 site a very professional feel. In addition to choosing the design theme, you will be able to select from 10 different image ‘collections’. You can also change other features on your site, such as the colours. These features, along with the addition of your own logo, will make the site personal to your firm. Of course, if you want additional design changes or you want a site built to meet your own specific requirements, we can do that for you. Contact us on 01279 882519 or email simplymarketing@tomd.co.uk.
Q: Is it possible to use the designs that were originally available on NextGen 1.0 and 2.0, Alpha, Impact and Velocity?

A: No, all new websites will be built on our new Marketing Management Platform using the new template designs – Evolve, Fusion and Vision
Q: Can I choose which images are used on my site?

A: Yes. We’re providing a wide range of image collections for you to choose from. These collections all have different themes.
Q: Can I change my choice of images that appear on the site?

A: Yes. You can use the CMS (Content Management System) admin area of your site to change which image collection appears on your site.
Q: Can I use my own images?

A: Yes, you can use your own images, providing they fit within the image areas on your site. However, it is your responsibility to ensure that you have the correct licences and rights to use those images.
Q: Can I choose which fonts are used on my site?

A: Yes. We provide a wide range of fonts for you to choose from. 
Q: The sites features list refers to pre-set content, what does this include?

A: This is content that is pre-written and pre-approved. This content cannot be edited. It includes wording on topics specific to the areas and services that your firm specialises in, for example pensions, saving and investments, mortgages, protection and independent advice. For the NextGen 3.0 sites, we have provided all-new content that is completely up to date with what advisers are currently offering to their clients.

Timescales, costs and contracts

Q: How quickly will my site be set up following the completion of the order form?

A: Once we receive your completed order form and you have sent over your logo, you can expect a draft of your site to be ready to review within around five working days. We will then ask for feedback from you and work on amendments as required.
Q: What is the cost of having a NextGen 3.0 site?

A: There are two different packages available, which you can read about here. You can add content and publishing tools for an additional cost.
Q: What is the minimum contract term for a NextGen 3.0 website?

A: You’ll need to commit to an initial 12-month agreement; after that, however, you’ll only need to give three months’ notice.
Q: Can I change between the different website packages whenever I want?

A: Once your site is built, you can switch between the packages as required.
Q: How is the money for my NextGen 3.0 site collected?

A: The SimplyBiz Group will collect NextGen 3.0 site fees monthly via Direct Debit along with your usual fees.
Q: I have an existing NextGen site can I move across to a NextGen 3.0 one?  

A: Yes you can. There won’t be a charge for building a new site, as long as the monthly cost of your new site (including any bolt-ons you have) is the same as or more than your existing site. As is the case with all NextGen 3.0 sites, you will need to commit to an initial 12-month agreement; after that, however, you’ll only need to give three months’ notice.   
Q: Is the price shown all I will pay, or are there any other costs?

A: We will not charge you to build your site (unless you have a custom-made or bespoke site). The monthly charge will depend on the website level and bolt-ons you have chosen. However, in some instances, the third party may require you to be a subscriber (this will be shown on the features page).
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