Latest News & Blog

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.

A New Year message from Ken Davy

03 Jan 2018

SimplyBiz Group Chairman, Ken Davy provides an update on the year ahead, regulation, our services, and his campaign to reform the FSCS funding system. 

The vulnerability issue

12 Dec 2017

Vital as it is to demonstrate compliance with the regulations on protecting vulnerable clients, writes Gary Kershaw, the FCA's guidelines really only formalise the warning signs advisers should be adept at reading.

"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.

Staffcare relaunches as Zest and introduces cutting-edge employee benefits technology

22 Nov 2017

Staffcare, one of the leading pioneers of the employee benefits market, today announced that it is relaunching its business as Zest and, simultaneously, launching its new benefits technology platform.

"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.

"Self-employed should mind the protection gap" "Self-employed should mind the protection gap"

13 Nov 2017 Ken Davy

The recent scary antics of Halloween were an appropriate backdrop for Scottish Widows to release the even more frightening results of a survey about the protection coverage of the UK’s self-employed. 

"California dreaming on such a winter's day" "California dreaming on such a winter's day"

06 Nov 2017 Ken Davy

As the nights darken and the winter cold approaches, it is a good time to consider spending a few tax-deductible days in the Californian sunshine.

Matt Timmins: New guidance body has no right to word 'advice' Matt Timmins: New guidance body has no right to word 'advice'

20 Oct 2017

Much more needs to be done to help educate consumers on the vital difference between receiving guidance or advice

Testimonials

“I would like to comment on the service and professionalism delivered during my compliance visit, James Gibson is a valuable to asset to SimplyBiz. Thank you once again for your support and guidance.”

Adrian Sipson
Lister Group

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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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