Latest News & Blog

"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.

"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.

Testimonials

"Interaction, support, innovation, connectivity, value for money, road shows, compliance documentation, SimplyBiz are the BIZ.

“SimplyBiz communicate, plan and ensure our business is fore-warned of potential business decisions that have to be made."

Glyn Snelgrove
Lexicon Financial Services Ltd

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Latest News

The kids are alright

November 07, 2018

Why intergenerational advice may be so vital to the future of your firm

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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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