Latest News & Blog

Ken Davy on rolling back, but not retiring

16 Jul 2020

Following Ken Davy's recent Money Marketing Awards win, the publication takes a look at his career so far and plans for the future.

Ken Davy: "I believe the sector is entitled to ask the FCA why has it taken so long to get to grips with this issue."

15 Jul 2020

In this article, Ken addresses the dangers of the DB market and asks if the regulator may have been reckless with the future finances of many consumers.

Ken Davy: "I don't think I'll ever retire in an absolute sense"

13 Jul 2020

Our Chairman, Ken Davy, spoke to Justin Cash, Editor of Money Marketing about the FSCS, regulation, the ethics of advice, maintaining good client outcomes, his experiences of more than 50 years in the sector AND being a double winner of the Outstanding Contribution to the Profession Award!

Don't put SM&CR on the back burner

10 Jul 2020

Richard Nuttall, director of compliance policy at The SimplyBiz Group, said the regulator's "sympathetic approach" to those firms affected by the coronavirus was to be applauded, but warned the extension was not a "concession for all firms to delay their fit and proper assessments".

Congratulations Ken!

09 Jul 2020

We were absolutely delighted to see our Chairman, Ken Davy, named as the recipient of the Outstanding Contribution to the Profession award at the Money Marketing Awards yesterday

Make CIP your superhero!

09 Jul 2020

Our very own Clark Kent of consultancy, Karl Dines, battles some misconceptions around centralised investment processes in this article, and reveals how CIP can become a superhero for advice firms.

SimplyBiz Group launches new exit and acquisition solution

07 Jul 2020

The SimplyBiz Group has announced the launch of a ground-breaking acquisition and exit solution, Horizon, designed exclusively for its Member and Client Firms.

Paragon buy-to-let range added to SimplyBiz Mortgages panel

03 Jul 2020

SimplyBiz Mortgages CEO, Martin Reynolds, commented “Now more than ever, it’s vital that advisers and brokers have access to a wide range of high-quality products, and I am committed to further enhancing and growing the panel wherever I feel we can add value to our membership.”

80% of advisers want a mix of face-to-face and virtual events in the future

02 Jul 2020

We're delighted to be able to offer a hybrid events programme for the rest of 2020, delivering what over 80% of our membership told us they wanted.  Our virtual event programme is already in full swing and we hope to be back on the road with Investment Forums from September.

Running an in-house investment committee

02 Jul 2020

Elaine Parkes, Head of Proposition Development at Signature, takes a deep dive into how to run an in-house investment committee.