Latest News & Blog

How will the Consumer Duty impact the protection market?

06 Jun 2022

With Consumer Duty rules due to land with us at the end of July, Emma Vaughan, SimplyBiz Head of Protection Services, takes an in-depth look at how this new regulation will affect the protection market, and outline considerations for advisers working in this space.

SimplyBiz leads the field with Consumer Duty support

06 Jun 2022

Karl Dines, our Head of Business Consultancy and one of the industry’s foremost experts on the Consumer Duty, has thoroughly analysed and distilled this substantial piece of regulation, and produced a breadth of support. 

SimplyBiz Mortgages announces 2022 'Mortgage Showcase' programme

01 Jun 2022

Mortgages has announced the details of its 2022 Mortgage Showcase events – a series of conferences offering educational platform presentations from a breadth of industry leaders and an exhibition area featuring over 45 lenders and suppliers.

Richard Merrett: Tech has adapted, but are advisers ready to adopt?

27 May 2022

In this Mortgage Solutions article, SimplyBiz Mortgages Head of Strategic Development, Richard Merrett looks at the rapidly evolving tech market in his sector, and how to tackle the barriers around advisers adopting new tools and solutions.

Karl Dines: Six key strategies for riding the Consumer Duty storm

25 May 2022

In his latest article for Professional Adviser, our very own Head of Business Consultancy, Karl Dines, explores how advisers can walk the Consumer Duty walk with six key strategies to implement ahead of the incoming regulation's deadline on 31 July.

Emma Vaughan: How to support mental wellbeing with the right protection

25 May 2022

In the second in her Money Marketing series on the part protection can play in maintaining good health and wellbeing, our Head of Protection Services, Emma Vaughan, takes a look at mental health.

Congratulations Martin, Pete and Richard - British Mortgage Awards finalists!️

24 May 2022

Many congratulations to Martin Reynolds and Richard Merrett of SimplyBiz Mortgages, who are finalists in the 'Mortgage Club' and 'Development and Innovation Advocate' category respectively, and Pete Hughes of Gateway Surveyors, who has made the final of the 'Surveyor' category.

Steven Howard: Where does the 'Cheapest Mortgage' rule FIT?

23 May 2022

In this month's Mortgage Introducer, SimplyBiz Mortgages Head of Mortgage and Lending Intermediary Compliance Services, Steve Howard, explores the importance of thorough research and recording when it comes 'cheapest suitable mortgage' rule, and how to ensure you're meeting regulatory requirements

Mark Greenwood: Practical ways advisers can deal with vulnerable customers

23 May 2022

In the second of our FT Adviser series of articles exploring how advisers are identifying and working with vulnerable clients, our Director of Compliance Services, Mark Greenwood, takes a look at the latest regulation in this area, and discusses some practical best practice approaches.

Richard Merrett: "We need to develop products across the full financial spectrum that are fit for purpose in a post-pandemic world."

20 May 2022

Fantastic to see Richard Merrett, SimplyBiz Mortgages Head of Strategic Development, taking part in one of the panel discussions at yesterday's incredibly valuable and topical Later Life Summit from FT Adviser.