Latest News & Blog

"Waving the flag for the future of financial advice' "Waving the flag for the future of financial advice'

14 Mar 2018

Helping young people grow and develop their careers is a responsibility I believe falls to us all. The recent National Apprenticeship Week, offered an opportunity to not only promote the option of apprenticeships to young people and employers, but also to celebrate the positive impact these schemes have already achieved.

SimplyBiz announces fourth pension transfer partner

07 Mar 2018

Peterborough-based Tuto joins Grove Pension Solutions, Pensionhelp and Creative Wealth Management on SimplyBiz's SimplyRefer proposition, offering outsourced pension transfer advice.

Quality advisers have been tainted by the actions of the few Quality advisers have been tainted by the actions of the few

28 Feb 2018

In his latest blog, Ken Davy considers how a few bad apples have the potential to spoil the barrel.

Rory Percival joins Centra investment committee

27 Feb 2018

SimplyBiz Group has appointed former Financial Conduct Authority technical specialist Rory Percival to sit on the investment committee for the newly created Centra with responsibility for external governance as well as compliance.

NMBA to open applications for apprenticeship programme NMBA to open applications for apprenticeship programme

20 Feb 2018

SimplyBiz-affiliated New Model Business Academy (NMBA) is opening applications on Thursday for the first year of its apprenticeship programme.

"If you do not understand bitcoin, stay away"

14 Feb 2018

In his latest blog, Ken Davy, SimplyBiz Group Chairman, advises against investing in something you can't see, hold or touch.

Centra impresses Ian McKenna

13 Feb 2018

Ian McKenna, Director at the Financial & Technology Research Centre, has taken a look at SimplyBiz's new investment system, Centra, and is impressed with what he's seen.

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.

Testimonials

"I would recommend that anyone contemplating the journey towards direct authorisation enlists the assistance of SimplyBiz. They are veterans of the direct authorisation application process and have succeeded thousands of times at taking firms through to successful authorisation. SimplyBiz made the whole application process less stressful and easier to manage, particularly when it came to corresponding with the Regulator.

All of the staff at SimplyBiz that I have had the pleasure of coming into contact with appear to be very highly trained and good at what they do. The overall impression is that they have the right people, with the right skills, in the right job, that enables them to get the right result. It gives me great pleasure to be associated with such a forward looking, pioneering and progressive organization.” 

Clive Webb 
CW Capital Management

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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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