Latest News & Blog

Advisers uniquely positioned to support vulnerable clients

06 Apr 2021

In his latest FT Adviser article, Ken Davy discusses the circumstances which have resulted in an increased number of clients who could be considered vulnerable, and how financial advisers are uniquely positioned to support them.

Gateway Surveyors appointed Fleet Mortgages panel manager

28 Mar 2021

Congratulations to Gateway Surveyors on being appointed as panel manager for Fleet Mortgages.  It is the latest in a series of panel management appointments for Gateway, whose quality management service is fully ISO 9001:2015 accredited.

Why lasting power of attorney is in the best interests of all

25 Mar 2021

Libby Holding, Legal Services Director of APS Legal, explores a recent court case looking at whether a care home patient with dementia should have been given the Covid-19 vaccine against her son's wishes.

RICS guidance is welcome step forward

25 Mar 2021

SimplyBiz Mortgages Chief Executive, Martin Reynolds, spoke to Mortgage Introducer about the latest Royal Institution of Chartered Surveyors (RICS) guidance on cladding and the use of EWS1 forms,

SimplyBiz announces launch of risk-controlled investment solutions range

24 Mar 2021

SimplyBiz has partnered with leading fund managers, BMO Global Asset Management, HSBC Asset Management and Verbatim, to create a range of risk-controlled investment solutions. 

SimplyBiz Mortgages and FIBA announce launch of Specialist Property Finance Club

24 Mar 2021

We’re pleased to announce the launch of an innovative new proposition from SimplyBiz Mortgages and FIBA - the Specialist Property Finance Club. 

What's next for asset managers in the outsourcing space?

22 Mar 2021

"There is no right or wrong answer regarding outsourcing, just what is right for each advisory firm and its customers."  Our Investment Services Director, Davinia Rogers, spoke to Professional Adviser about multi-asset in the outsourcing marketplace.

SimplyBiz adds Pension Works to Transfer Bureau

18 Mar 2021

We're delighted to welcome Pension Works to our DB Pension Transfer Bureau! Click below to read more about this new partnership, and the other services available to support our members, and their clients, in the DB space.

SimplyBiz named 'Best Support Service for Advisers'

12 Mar 2021

SimplyBiz was delighted to be recognised as winner of the ‘Best Support Services For Advisers’ at the Professional Adviser Awards, for the fourth consecutive year! Click here to see a full list of nominees and winners from the awards. 

Get under the bonnet of your business

08 Mar 2021

He's never been afraid of getting his hands dirty and, in this article, our Head of Business Consultancy, Karl Dines, discusses how to get right under the bonnet of your business and prepare it for a successful sale.