Latest News & Blog

NMBA gets government funding boost for apprenticeship programme

02 Jul 2019

The training and development arm of The SimplyBiz Group has received additional funding from the Education and Skills Funding Agency, allowing it to expediate and expand its apprenticeship plans. 

SimplyBiz Group awarded second industry honour

27 Jun 2019

The SimplyBiz Group has been named as the winner of the 2019 Money Marketing Best Support Service Award

Ken Davy: Seeing the benefits of good financial advice

26 Jun 2019

At this year’s MDRT in Miami, one message kept coming up - we all know that our clients are able to enjoy more satisfying lives when their protection and savings needs are in good order.  Doing a better job for clients enables them, and you, to live a more comfortable, fulfilling and balanced life. 

Scarlett Musson: How to help clients make a will

13 Jun 2019

In this guide to IHT planning, APS’s Scarlett Musson outlines why a will is so vital for clients

Martin Pickles: How to help clients value their estate

13 Jun 2019

Read Martin’s contribution to the FT Adviser IHT guide, exploring estate valuation. 

Neil Stevens: Outsourcing portfolio admin can be costly

12 Jun 2019

Our Group Joint CEO looks at the best way for advisers to outsource to a DFM. 

Senior Managers support strengthened by SimplyBiz Group

11 Jun 2019

The Group has launched a series of focussed events and hired a new Knowledge and Development Manager

Keep the client at the heart of your referral process

10 Jun 2019

In news from the SIFA Conference, it was recommended that advisers re-engage with law firms as it would not only potentially benefit the client but their business too

SM&CR: Prescribed Responsibilities

06 Jun 2019

The latest in our ‘plain English’ guide to Senior Managers, Richard Nuttall looks at the regimes prescribed responsibilities 

Counting the minutes: adviser charging

05 Jun 2019

Karl Dines compares adviser charging models and explores the elements to consider when building a framework.