Latest News & Blog

A Robust, Compliant And Efficient Advice Process: FTRC's Independent Review Of Centra

30 Sep 2018

In September this year, we commissioned an independent review of Centra by Ian McKenna of the Financial Technology Research Centre.

A little more conversation AND a little more action please! A little more conversation AND a little more action please!

26 Sep 2018

Why Ken Davy believes that access to information is just as vital as access to advice

SimplyBiz Group strengthens compliance support with hires from Sesame Bankhall

25 Sep 2018

The Group is delighted to welcome Elaine Parkes and Paul Bruns on-board (and congratulate to Richard Nuttall and Mark Greenwood on their recent promotions).

Advice Show returns

14 Sep 2018

The Advice Show is back on our screens with the biggest star line-up to date

Silos are no good for tackling wide scale issues "Silos are no good for tackling wide scale issues"

12 Sep 2018

Ken Davy’s latest column examines why a holistic view is necessary for approaching the pensions and savings gaps

DB Transfer Bureau sees fantastic uptake in first 12 months

12 Sep 2018

Over 300 adviser firms have used the service

Mortgage brokers break away from networks

11 Sep 2018

Neil Stevens discusses why more and more brokers are going DA

SimplyBiz Group announce first post-flotation results

11 Sep 2018

The Group has published its interim results for the six months to 30 June 2018 – its first since its flotation in April.

Problems serving lower-value clients? There's a new solution...

05 Sep 2018

Onvestor have joined the SimplyRefer panel to offer a solution for clients which are no longer viable to service, helping you realise the full commercial benefit from them, completely hassle free.

The path to paraplanning The path to paraplanning

04 Sep 2018

NMBA ask if there should be a formalised route to paraplanning

Testimonials

"I would like to congratulate the entire compliance team on the excellent service you have provided us. I have had cause to call your help desk many times during the last 2 weeks to help with our Compliance plan and stationary approval and on each occasion your staff have been very efficient."

Paul Chakravarti
Ilford

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Latest News

The kids are alright

November 07, 2018

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

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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.   

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Ken Davy: Time to take responsibility

October 24, 2018

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

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What qualifications does a paraplanner need?

October 19, 2018

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

Read more >