Latest News & Blog

"30 years on, the principal still carries the can" "30 years on, the principal still carries the can"

11 Apr 2018

Ken Davy considers the future of networks given recent court rulings on who carries liability for the actions of Appointed Representatives.

Understanding what makes a good advice process

10 Apr 2018

Dan Russell, Managing Director of SimplyBiz Investment Services, looks at how to make the most of all your client interactions and how the 'first meeting' may no longer be a  potential customer's first impression.

SimplyBiz Mortgages adds The Melton to panel

09 Apr 2018

SimplyBiz Mortgages has added The Melton Building Society and its subsidiary MBS Lending to its lender panel.

What are soft skills and why do advisers need them?

05 Apr 2018

Tom Hegarty, Managing Director of NMBA, discusses how soft skills are just one of the many talents that adviser need today.

Are your business efficiencies working against you?

04 Apr 2018

Dan Rusell, Managing Director of SimplyBiz Investment Services, considers how to turn the term 'efficiency' from something vague and woolly into something more practical and precise.

SimplyBiz enters Aim market at 170p a share

04 Apr 2018

The SimplyBiz Group successfully entered the AIM market at 8am on Wednesday 4 April 2018.

"Long time passing, but insurance still delivers" "Long time passing, but insurance still delivers"

28 Mar 2018

Ken Davy reflects on the disappearance of around 80 per cent of insurance companies over the last 30 years and what that means for advisers.

SimplyBiz Mortgages unveils portfolio review facility with Uinsure

22 Mar 2018

In conjunction with Uinsure, SimplyBiz Mortgages has launched a portfolio review service for its members.

To use the new service, members send an email across to a dedicated email address (containing their client’s buy-to-let portfolio and current insurance renewal dates) and one of Uinsure’s regional development managers will contact them to outline the general insurance options available.

SimplyBiz Mortgages adds Masthaven to panel

12 Mar 2018

Masthaven is the latest lender to join SimplyBiz Mortgages' lender panel.

From today, all SimplyBiz Mortgages members will have direct access to Masthaven’s specialist residential product range and will be able to offer the bank’s first and second charge lending products.

Tom Hegarty and Ian McKenna confirmed to speak at PA360

16 Mar 2018

Tom Hegarty of the New Model Business Academy and Ian McKenna of TRC are among the latest personalities confirmed as speakers at Professional Adviser's inaugural PA360 event next month.

Taking place at The Brewery in central London on 24 April, this exciting all-day event will offer a comprehensive 360-degree view of financial advice, with an unmissable line-up of dynamic speakers.

 

Testimonials

"In a world of image-is-everything, I have come across many a recruitment agent over the years. Promises not fulfilled, comments not substantiated, systems/procedures that don't manifest themselves. Instead what I have found with you and SimplyBiz is, above all, integrity. What you have said has been based on experience and knowledge and, accordingly, has been based on facts. Facts that have, of course, transpired to be true. The ability to rely on those who know what the DA application process is all about is impossible to cost, but important to value."

Derek Avenell
Hawthorn Financial Services

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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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