Latest News & Blog

SimplyBiz to launch end-to-end investment advice system

19 Jan 2018

SimplyBiz Group is to launch an end-to-end financial planning system, Centra, to provide support to advisers throughout the investment advice process.

"Product providers can help reduce the FSCS levy" "Product providers can help reduce the FSCS levy"

24 Jan 2018

I make no apology for returning to the subject of the Financial Services Compensation Scheme (FSCS), as the deadline for responding to the Financial Conduct Authority's (FCA) consultation paper is the end of January.

Adam Tyler to lead new trade body FIBA

15 Jan 2018

The Financial Intermediary & Broker Association, which evolve from the Association of Bridging Professionals, has appointed Adam Tyler as its Chairman.

 

"It's time to put pen to paper on the FSCS levy" "It's time to put pen to paper on the FSCS levy"

10 Jan 2018

The first thing I want to highlight is the opportunity you have right now to help stop the grotesque injustice of the current system of Financial Services Compensation Scheme (FSCS) funding.

SimplyBiz launches provider-backed referral service

09 Jan 2018

Support services provider SimplyBiz has launched a referral service for its members to help them with retirement planning, equity release and care funding.

SimplyBiz launches GDPR hub for advisers

08 Jan 2018

SimplyBiz has launched a hub for advisers to help them meet the requirements of the incoming General Data Protection Regulation (GDPR).

SimplyBiz chair blasts 'disgraceful injustice' of FSCS levy SimplyBiz chair blasts 'disgraceful injustice' of FSCS levy

05 Jan 2018

SimplyBiz chair Ken Davy has upped his criticism of Financial Services Compensation Scheme funding after the lifeboat fund announced another additional fee call.

View from the top... View from the top...

09 Jan 2018

With nearly five decades of experience in the financial services sector, SimplyBiz Group Chairman, Ken Davy, provides a unique perspective on the advisory landscape. In this edition of Adviser Today, Ken gives us his view on the FCA’s recent Paper on the ageing population, and why he feels this piece of research is so important. 

GDPR – the dawn of a new era in data security and usage

09 Jan 2018

As you are no doubt aware, the General Data Protection Regulation (GDPR) was first introduced in April 2016 by the Information Commissioner’s Office (ICO) and the new regulation must be adopted by every UK firm that handles personal data by the 25th of May 2018.

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.

Testimonials

"I can thoroughly recommend SimplyBiz to any IFA who is either already directly regulated or who wishes to go directly regulated. I conducted my own independent 'Fact Find' on the various companies (both Networks and Service providers) in the marketplace and found SimplyBiz to be the best. I am most pleased with the T&Cs, the high level of service and of course the very competitive cost that SimplyBiz offers members."

M Mohan
Middlesex

Read More

Latest News

The kids are alright

November 07, 2018

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

Read more >

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.   

Read more >

Ken Davy: Time to take responsibility

October 24, 2018

Ken discusses why SMCR will make it tougher for wrongdoers to avoid the blame game. 

Read more >

What qualifications does a paraplanner need?

October 19, 2018

NMBA’s latest survey examines whether paraplanners need Level 4 qualifications

Read more >