Latest News & Blog

Tom Hegarty: A ban on contingent charging is no solution Tom Hegarty: A ban on contingent charging is no solution

31 May 2018

The recent NMBA survey of members on the issue of contigency charging provoked an unprecedented level of response and some striking results.

"Please, Mr Provider, could we have some more?" "Please, Mr Provider, could we have some more?"

23 May 2018

When Dickens’ Oliver Twist famously said “Please, sir, I want some more”, every reader or audience member knew that there was plenty available and his need for ‘more’ should have been satisfied. I feel somewhat the same in respect of the outcome of the Financial Services Compensation Scheme review.

Liz Coyle: Your Senior Managers & Certification Regime refresher Liz Coyle: Your Senior Managers & Certification Regime refresher

17 May 2018

Liz Coyle, Compliance Policy Manager for The SimplyBiz Group, recaps the key aspects of next year's big rules change.

SimplyBiz Group's Centra investment system has attracted 1500 users

14 May 2018

Dan Russell, MD of SimplyBiz Investment Services, expresses his delight with the speed and enthusiasm with which Centra, the end-to-end investment service, has been embraced by advisers.

"Ending 'phoenixing' is a matter of political will" "Ending 'phoenixing' is a matter of political will"

10 May 2018

The government minister, Robert Jenrick, recently highlighted that the practice of ‘phoenixing’ can be deeply corrosive to public trust in the system which is progressively passed on to the whole of our economy. While this is undoubtedly true, what I find so depressing is that after all these years the debate had to take place at all.

PA360: Financial advice faces recruitment 'double challenge' PA360: Financial advice faces recruitment 'double challenge'

08 May 2018

Tom Hegarty, Managing Director of NMBA, considers the current challenges facing recruitment into financial advice given the decline of the traditional entry points.

Keeping client relationships strong Keeping client relationships strong

24 Apr 2018

Tom Hegarty, Managing Director of NMBA, looks at how advisers can keep in touch with their clients in between scheduled reviews.

The shot in the arm that financial advice needs "The shot in the arm that financial advice needs"

25 Apr 2018

I was invited to say a few words last week to the first group of 16 apprentices, beginning their two-year journey to becoming fully-fledged financial advisers through the New Model Business Academy’s Apprenticeship Programme.

SimplyBiz Mortgages adds InterBay to panel

23 Apr 2018

SimplyBiz Mortgages has added InterBay Commercial to its specialist lender panel.

SimplyBiz members now have access to commercial and semi-commercial lending, buy-to-let and HMO, and bridging loans.

New data rules risk triggering claims industry

13 Apr 2018

Mark Greenwood, Group Regulatory Policy Manager, acknowledges the new rules in GDPR, but adds some useful context for advisers.

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Latest News

"How turning a blind eye got us to where we are now"

July 18, 2018

It was not many years ago when it became virtually impossible for anyone to obtain PI cover at a reasonable premium. Such was the crisis that the then regulator, the FSA, turned a blind eye to the fact that over a thousand firms were trading without PI insurance.

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How to help clients create a lasting power of attorney - CPD article

July 16, 2018

Buzz Aldrin’s recent decision to sue his family for mismanagement of his finances has, quite rightly, reminded advisers across the pond that those appointed to make decisions on a client’s behalf need to be selected with the utmost care.

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Global markets are set up for stock pickers, say industry heavyweights at SimplyBiz Group Advice Show

July 10, 2018

Geopolitical changes are creating the ideal investment environment for stock pickers, according to industry experts speaking at the most recent Advice Show.

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"Hello, have you been mis-sold an accident claim?"

July 05, 2018

I am sure you will have been delighted to note that, at long last, the Financial Conduct Authority (FCA) is going to formally regulate the ambulance chasers.

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