Latest News & Blog

What's next for asset managers in the outsourcing space?

22 Mar 2021

"There is no right or wrong answer regarding outsourcing, just what is right for each advisory firm and its customers."  Our Investment Services Director, Davinia Rogers, spoke to Professional Adviser about multi-asset in the outsourcing marketplace.

SimplyBiz adds Pension Works to Transfer Bureau

18 Mar 2021

We're delighted to welcome Pension Works to our DB Pension Transfer Bureau! Click below to read more about this new partnership, and the other services available to support our members, and their clients, in the DB space.

SimplyBiz named 'Best Support Service for Advisers'

12 Mar 2021

SimplyBiz was delighted to be recognised as winner of the ‘Best Support Services For Advisers’ at the Professional Adviser Awards, for the fourth consecutive year! Click here to see a full list of nominees and winners from the awards. 

Get under the bonnet of your business

08 Mar 2021

He's never been afraid of getting his hands dirty and, in this article, our Head of Business Consultancy, Karl Dines, discusses how to get right under the bonnet of your business and prepare it for a successful sale.

How has the pandemic shaped advisers' soft skills?

01 Mar 2021

Adviser soft skills in a socially distanced world have been a real focus of attention recently. In this FT Adviser article, our Training and Knowledge Manager, Michael Pashley, joins the conversation about how the pandemic has shaped soft skills.

Davinia Rogers appointed as Investment Services Director

25 Feb 2021

SimplyBiz has appointed Davinia Rogers to the newly created role of Investment Services Director, with a mandate to deliver a supply chain of market-leading intermediary investment research services to SimplyBiz Members.

Three words about 2020 for financial advisers

23 Feb 2021

Our Chairman, Ken Davy, has three little words for financial advisers when considering the events of 2020 in his FT Adviser column this month. 

Real Life Lending Solutions: Tackling financial disruption

23 Feb 2021

The first of our 'Real Life Lending Solutions' series is now live in Financial Reporter, with commentary from MCB Group and SimplyBiz Mortgage's Head of Strategic Development, Richard Merrett.

The big questions advisers should be asking DFMs about ESG

16 Feb 2021

Whether you're looking for big questions OR big answers then our Compliance Services Director, Mark Greenwood, is the man for the job.  Here, he talks to Professional Adviser about what advisers should be asking DFMs about ESG.

Exploring the DB pension transfer market

02 Feb 2021

Following a busy start to the year, including the addition of Aviva Financial Advice to our DB Transfer Bureau, Group Compliance Director, Gary Kershaw, spoke to Professional Adviser about the shape of the DB market; current and future.