Latest News & Blog

Why advisers should consider getting extra support in their business "Why advisers should consider getting extra support in their business"

07 Feb 2018

With delegation the key to business success, Tom Hegarty, Managing Director of NMBA, discusses why many advisers should consider getting extra support.

"Harnessing technology to advance your business"

01 Feb 2018

Be it due to the continued march of technology or the equally remorseless march or regulation, the world of financial services is facing continuous change.

"How to stay determined and focused in 2018" "How to stay determined and focused in 2018"

17 Jan 2018

Elvis Presley famously coined the phrase “taking care of business” to ensure that, despite the limelight and hysteria surrounding his success, he and his team never lost sight of the importance of doing a good job, efficiently and profitably.

SimplyBiz launches referral service for advisers

31 Jan 2018
The SimplyBiz Group has launched a referral service that allows advisers to access a range of third party solutions in estate planning, care fee planning and commercial insurance.

View from the top... View from the top...

09 Jan 2018

With nearly five decades of experience in the financial services sector, SimplyBiz Group Chairman, Ken Davy, provides a unique perspective on the advisory landscape. In this edition of Adviser Today, Ken gives us his view on the FCA’s recent Paper on the ageing population, and why he feels this piece of research is so important. 

GDPR – the dawn of a new era in data security and usage

09 Jan 2018

As you are no doubt aware, the General Data Protection Regulation (GDPR) was first introduced in April 2016 by the Information Commissioner’s Office (ICO) and the new regulation must be adopted by every UK firm that handles personal data by the 25th of May 2018.

Davy warns of 'year of regulation' Davy warns of 'year of regulation'

04 Jan 2018

SimplyBiz founder and chairman Ken Davy has warned 2018 will be the year when advisers are hit by more rules and regulations than ever before.

"Trouble finding an apprentice? Here's why" "Trouble finding an apprentice? Here's why"

06 Dec 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.  

"Enthusiasm, courage and goals lead to success" "Enthusiasm, courage and goals lead to success"

27 Nov 2017 Ken Davy

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.

"FSCS funding should be fair and affordable" "FSCS funding should be fair and affordable"

17 Nov 2017 Ken Davy

Rather than making a knee-jerk rejection, the Association of British Insurers (ABI) should follow Aegon UK’s lead by focussing on fairness and affordability when considering the latest Financial Services Compensation Scheme (FSCS) funding proposals.

Testimonials

"I wanted to put on the record how grateful we are for the support, advice and help we have received from our application manager, Tim Prest, and all the team at SimplyBiz.  If we've ever made one absolutely, 100% correct business decision, never to be questioned or re-considered (even with the benefit of hindsight) - employing the services of your firm would be it!"

Chris Lee
Lee Financial Planning

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Latest News

When poor will planning leads to family feuds

October 31, 2018

APS Legal examines the ways in which insufficient will preparation can create acrimony across the generations.   

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Ken Davy: Time to take responsibility

October 24, 2018

Ken discusses why SMCR will make it tougher for wrongdoers to avoid the blame game. 

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What qualifications does a paraplanner need?

October 19, 2018

NMBA’s latest survey examines whether paraplanners need Level 4 qualifications

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NMBA announces upcoming paraplanning apprenticeship

October 17, 2018

New scheme due to take on first cohort of 20 students in February 2019

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