The importance of assessing mental capacity
With vulnerable clients, and those in later life, on the increase, Libby Holding of APS looks at key ways to assess mental capacity as part of the estate planning advice process.
Conduct Rule breaches: Nowhere to run, nowhere to hide
If an employee leaves your firm before disciplinary action relating to a Conduct Rule breach is concluded, no-one needs to know - right? Wrong!
Contingency charging could hurt those who need advice the most
SimplyBiz Group Joint CEO, Matt Timmins, talks about the unintended consequences of the FCA’s proposed ban on contingency charging and how it may impact access to advice and the adviser community.
What is the best way to sell or acquire a business?
Joint Group CEO, Neil Stevens, discusses his six key steps to planning a successful acquisition or exit.
SimplyBiz Group reports 20% revenue growth following Defaqto acquisition
A trading update for the six months ending 30 June 2019, shows the Group has achieved a 20% increase in revenue, and a 30% increase in adjusted earnings
Investing in the future of the industry is key
To address the shortage of financial advisers, firms of every size, along with service companies, providers and networks will all need to rally round and act.
Leek United joins SimplyBiz Mortgages panel
SimplyBiz Mortgages has added Leek United Building Society to its lender panel. Members of SimplyBiz Mortgages will now be able to access the lender’s range of products.
Client education around LPAs is vital
Educating clients on LPAs – and showing them the risks of what could happen if their planning isn’t complete – is key. Regardless of current age and health, LPAs are vital planning tools for all clients to have in place well in advance of them ever being needed.
How important are soft skills for paraplanners?
Industry experts, including NMBA’s Jennifer Parker, discuss why soft skills are becoming increasingly important for paraplanners.
NMBA announces mortgage adviser apprenticeship to development academy
The New Model Business Academy (NMBA), the not-for-profit training and development division of The SimplyBiz Group, has announced the development of a mortgage adviser apprenticeship programme.