Latest News & Blog

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.

SimplyBiz launches referral service for advisers

31 Jan 2018
The SimplyBiz Group has launched a referral service that allows advisers to access a range of third party solutions in estate planning, care fee planning and commercial insurance.

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“Extremely happy with all service provided and continuing industry support from Ken Davy promoting us as IFAs ”

Brian Skinner
Echelon Teesside 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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