Latest News & Blog

SimplyBiz Group expands pension transfer bureau panel

01 Dec 2020

We are delighted to welcome P&B Wealth to our pension transfer bureau.  The panel offers an outsourcing solution to advisers who are either unable to, or choose not to operate, in the DB transfer market but still want to meet the needs of their clients in this area.

How have wills and estate planning changed this year?

26 Nov 2020

Scarlett Musson, Business Development Director of APS Legal & Associates - part of The SimplyBiz Group - explores how the adoption of remote instruction-taking has worked for the estate planning and will writing industry.

Gateway Surveyors appointed as Earl Shilton panel manager

25 Nov 2020

Gateway Surveyors – part of The SimplyBiz Group - has announced it will be taking on the panel management of Earl Shilton Building Society’s (esbs) from 1st January 2021.

Demonstrate your financial advice charges are fair and clear

25 Nov 2020

Can a lepidopterist change their spots? Maybe we'll find out in the third, and final, instalment of Karl Dines' 'butterfly effect' articles.  In this piece, our CIP VIP gets out his net and heads off to catch the perfect specimen of clear and fair charging structures for advisers.

"Consumers want advice now more than ever"

16 Nov 2020

It's always a treat to have SimplyBiz Mortgages' Head of Strategic Development, Richard Merrett, on our screens, so we delighted to see him join Accord Mortgages this week to discuss the importance of advice.  You can read more about Richard’s discussion, or watch the broadcast in full, here.

Professional connections could significantly increase referrals

12 Nov 2020

Dave Seager, Managing Director of SIFA Professional - part of The SimplyBiz Group – joins the discussion on the importance of advisers strengthening professional connections during lockdown, and about how the use of tech can help maintain their relationships with solicitors. 

No going back: is remote working the new normal?

11 Nov 2020

As connecting digitally and working from home become part of our everyday lives, Dave Seager, Managing Director of SIFA Professional - part of The SimplyBiz Group – wrote about what the future of advice may look like, and the importance of individual choice.

Subtle shifts from RDR came with large pricing consequences

11 Nov 2020

He's coming out of his cocoon and he's been doing just fine - in the second part of his series of articles on the butterfly effect on advice models, our CIP VIP, Karl Dines, takes a look at how subtle shifts from RDR came with large consequences.

Martin Reynolds: "Second lockdown is unlikely to see new issues arise"

04 Nov 2020

In conversation with Robyn Hall, Editor of Mortgage Introducer, SimplyBiz Mortgages Chief Executive, Martin Reynolds, discusses the importance of transparency, and value of advice, during the second lockdown.

Points to consider if you're buying or selling a business

04 Nov 2020

Alex Morley, Head of our buy-out solution, Horizon, provides an essential checklist for adviser firms interested in buying, or selling, a business.