Latest News & Blog

Attracting new blood to adviser firms

27 Aug 2019

NMBA’s Richard Ardron discussed how apprenticeships can be an excellent stepping stone into the industry.

The importance of assessing mental capacity

23 Aug 2019

With vulnerable clients, and those in later life, on the increase, Libby Holding of APS looks at key ways to assess mental capacity as part of the estate planning advice process. 

Conduct Rule breaches: Nowhere to run, nowhere to hide

23 Aug 2019

If an employee leaves your firm before disciplinary action relating to a Conduct Rule breach is concluded, no-one needs to know - right? Wrong!

Contingency charging could hurt those who need advice the most

16 Aug 2019

SimplyBiz Group Joint CEO, Matt Timmins, talks about the unintended consequences of the FCA’s proposed ban on contingency charging and how it may impact access to advice and the adviser community. 

What is the best way to sell or acquire a business?

01 Aug 2019

Joint Group CEO, Neil Stevens, discusses his six key steps to planning a successful acquisition or exit. 

SimplyBiz Group reports 20% revenue growth following Defaqto acquisition

25 Jul 2019

A trading update for the six months ending 30 June 2019, shows the Group has achieved a 20% increase in revenue, and a 30% increase in adjusted earnings

Investing in the future of the industry is key

24 Jul 2019

To address the shortage of financial advisers, firms of every size, along with service companies, providers and networks will all need to rally round and act.

Leek United joins SimplyBiz Mortgages panel

23 Jul 2019

SimplyBiz Mortgages has added Leek United Building Society to its lender panel.  Members of SimplyBiz Mortgages will now be able to access the lender’s range of products.

Client education around LPAs is vital

12 Jul 2019

Educating clients on LPAs – and showing them the risks of what could happen if their planning isn’t complete – is key. Regardless of current age and health, LPAs are vital planning tools for all clients to have in place well in advance of them ever being needed.

How important are soft skills for paraplanners?

05 Jul 2019

Industry experts, including NMBA’s Jennifer Parker, discuss why soft skills are becoming increasingly important for paraplanners.