Pension switching module added to SimplyBiz Group's Centra system
The new functionality allows advisers to compare multiple pension switching scenarios, including partial switches.
SimplyBiz Group announces new brand for surveying arm
The SimplyBiz Group has announced this morning that it has united its three surveying arms – Gateway, Landmark and Sonas – into a new brand; Gateway Surveyors.
Embracing technology in 2020 will lead to happier clients
Embracing technology such as Facetime next year will lead to happier clients and increased success for advisers, Ken Davy has predicted
Putting the fun into functions
Mark Greenwood looks at the mechanics of changing roles and Senior Manager functions under the new regime
The Good, Bad And Ugly Of 2019
Read about Ken Davy’s views on the highlights and low points of the past twelve months in the world of advice.
Designating SM&CR roles
An in-depth look at the differences between senior managers and certified persons
Finalists in the 2020 Professional Adviser Awards!
The SimplyBiz Group is delighted to be named as a finalist in the ‘Best support services for advisers’ category at the 2020 Professional Adviser Awards!
SimplyBiz Group training manager gets top marks in PFS Fellowship exam
Michael Pashley, the SimplyBiz Group training and knowledge manager, has won the annual award for achieving top grades in the CII’s highest level of qualification.
SimplyBiz Group selected as will writing partner for The Nottingham
APS Legal & Associates, part of The Simply Biz Group, has today announced a partnership with Nottingham Building Society to provide all aspects of estate planning to members across The Nottingham’s network of over 60 branches across nine counties