Latest News & Blog

Ken Davy: Revised managers' regime will uncover 'reckless and criminal' firms Ken Davy: Revised managers' regime will uncover 'reckless and criminal' firms

28 Jul 2017

The Financial Conduct Authority’s extension of the senior managers’ regime will help weed out “reckless and criminal firms”, financial adviser support firm SimplyBiz Group says.

Ken Davy: "Good financial advice means more holiday cash" Ken Davy: "Good financial advice means more holiday cash"

26 Jul 2017

As you prepare for a well-earned summer break, I urge you to reflect upon some detailed research by ILC-UK into the value of financial advice, which has revealed that even those consumers who are just getting by can be more than £40,000 better off if they receive advice.

SimplyBiz launches new DB pension transfer bureau

25 Jul 2017

The SimplyBiz Group has launched a new DB pension transfer bureau in partnership with Creative Wealth Management.

The Matryoshka Principle, dolls and modelling your business

22 Jul 2017

In part one of his four part series, Karl Dines, Head of Business Consultancy and SimplyBiz, explores how the Matryoshka Principle can be translated in the advice process to create a robust business model.

A golden opportunity to recruit new advisers A golden opportunity to recruit new advisers

20 Jul 2017

It won’t be a revelation to anybody that the financial advice sector is in dire need of new blood in order to survive.

A balanced view A balanced view

20 Jul 2017

Ronnie Taylor of Scottish Widows sets out his views on FSCS funding below, with an introduction from Ken Davy.

Liz Coyle: Liberté! Fraternité! FCA! Liz Coyle: Liberté! Fraternité! FCA!

19 Jul 2017

Brexit means an awful lot is up in the air but, says Liz Coyle, it is worth summarising what we do know will be happening to UK financial services regulation over the next few years as a result of changes to EU legislation

Is it a duck? Or a swan? Is it a duck? Or a swan?

19 Jul 2017

I was always taught that if it looks like a duck, quacks likes a duck and swims like a duck, the chances are it is a duck, even if an expert tries to convince you it is a swan.

Liberté! Egalité! Regulatory! Liberté! Egalité! Regulatory!

19 Jul 2017

With MiFIID II, GDPR and IDD on the horizon, will UK firms be facing a REXIT (regulatory exit) or opening borders to EU legislation? 

Matt Timmins: Advisers are the trusted hands in a chaotic climate Matt Timmins: Advisers are the trusted hands in a chaotic climate

17 Jul 2017

There were many lessons to be learned from the General Election. However, one of the most prevalent is the amount of damage that can be caused when you embark on a campaign to establish a result of which you are not entirely sure.

Testimonials

"Overall a great service much superior to my old network. I enjoyed my time with my old network and it was a tough decision for me to leave them. However, I have never looked back or regretted my decision for me to leave. I currently have other companies on my case to jump ship and leave SimplyBiz but they have been told that they are wasting their time. Keep up the good work!"

Orlando Heron
Holistic Solutions Financial Management

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Latest News

The vulnerability issue

December 12, 2017

Vital as it is to demonstrate compliance with the regulations on protecting vulnerable clients, writes Gary Kershaw, the FCA's guidelines really only formalise the warning signs advisers should be adept at reading.

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"Trouble finding an apprentice? Here's why"

December 06, 2017

Last week, we were informed of another stumbling block on the government’s disaster-filled path towards putting a viable apprenticeship funding plan in place.  

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"Enthusiasm, courage and goals lead to success"

November 27, 2017

By the time I left school at the age of 15, with no qualifications, I had been called a few choice names by my teachers and received many predictions about where my future lay.

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Staffcare relaunches as Zest and introduces cutting-edge employee benefits technology

November 22, 2017

Staffcare, one of the leading pioneers of the employee benefits market, today announced that it is relaunching its business as Zest and, simultaneously, launching its new benefits technology platform.

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