There are 3 item(s) tagged with the keyword "Pension Freedom".

Displaying: 1 - 3 of 3

1. Government must help meet the needs of the elderly

Being able to congratulate the FCA, while not by any means a first, is not something I am able to do regularly.

Tags: Pension Freedom
By Ken Davy
2. "A princely way of looking at succession issues"

Seeing all the stories about Prince George starting school set me thinking about longevity and business succession issues for financial advisers.

Tags: Pension Freedom
By Ken Davy
3. Adviser Landscape

SimplyBiz Group Chairman, Ken Davy, gives us his unique perspective on the biggest industry issues of recent months.

Tags: Pension Freedom, Ken Davy
By Ken Davy

Displaying: 1 - 3 of 3


"I left Sesame December 31st 2010 and took up Direct Registration with FSA. My Compliance is now handled by SimplyBiz.

"Firstly, you need to understand that Sesame may not tell you the truth with regard to 'the world outside Sesame' - I would suggest to you that you should believe nothing. If you leave they lose a stream of revenue. They may tell you that the FSA will be making it harder for small businesses operating outside the sphere of the network. Do not believe them.

"What are the advantages of direct authorisation? I'm no longer being treated as lowest common denominator. I have scope to use wider range of research tools. I've seen a twofold plus increase in my written business (it is growing annually.) I receive top class support services, positive meetings for members and have a more positive attitude to business.

"My advice to advisers at the time (the ones I came into contact with anyway) was to exit Sesame at the earliest opportunity and this advice remains still."

Colin Palmer
Colin Palmer Financial Services

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Latest News

"Waving the flag for the future of financial advice'

March 14, 2018

Helping young people grow and develop their careers is a responsibility I believe falls to us all. The recent National Apprenticeship Week, offered an opportunity to not only promote the option of apprenticeships to young people and employers, but also to celebrate the positive impact these schemes have already achieved.

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SimplyBiz announces fourth pension transfer partner

March 07, 2018

Peterborough-based Tuto joins Grove Pension Solutions, Pensionhelp and Creative Wealth Management on SimplyBiz's SimplyRefer proposition, offering outsourced pension transfer advice.

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Quality advisers have been tainted by the actions of the few

February 28, 2018

In his latest blog, Ken Davy considers how a few bad apples have the potential to spoil the barrel.

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Rory Percival joins Centra investment committee

February 27, 2018

SimplyBiz Group has appointed former Financial Conduct Authority technical specialist Rory Percival to sit on the investment committee for the newly created Centra with responsibility for external governance as well as compliance.

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