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