Latest News & Blog

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

Advice apprenticeships: a defence Advice apprenticeships: a defence

22 Aug 2018

Tom Hegarty of NMBA believes that apprenticeships are a valid route to the advice profession

"Pension freedom chickens head home to roost" "Pension freedom chickens head home to roost"

15 Aug 2018

In his latest blog, Ken Davy discusses how, in his opinion, the full extent of repercussions from pension freedom are still not fully revealed.

Estate planning red flags

10 Aug 2018

Erica Hancock of APS explores the estate planning red flags which may mean danger for your clients 

NMBA vote: Do clients care if advisers are independent or restricted? NMBA vote: Do clients care if advisers are independent or restricted?

08 Aug 2018

Tom Hegarty takes a closer look at the most closely fought NMBA quick vote to date. 

"Time for your 2018 reboot?" "Time for your 2018 reboot?"

01 Aug 2018

Ken Davy muses on the importance of taking time out to recharge your batteries

NMBA moves closer to paraplanner apprenticeship launch

01 Aug 2018

The New Model Business Academy has moved closer to its aim of launching a paraplanning apprenticeship before the end of the year. 

The SimplyBiz Group announces partnership with Guardian Financial Services

01 Aug 2018

The SimplyBiz Group has announced that it has signed a partnership deal with Guardian Financial Services, following positive adviser feedback on the protection provider’s pilot scheme.  The partnership, which is in place with immediate effect, will see the two companies work together to deliver relevant training and educational opportunities to advisers who use the Group’s services.

Testimonials

“Extremely satisfied with SimplyBiz Services”

Kevin Hopwood
Hopwood Ash Ltd

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Latest News

New FOS pay-outs really are the limit

December 05, 2018

FOS needs to take another shot at new limits 

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NMBA: Advisers see MiFID II lengthen processes.

December 05, 2018

New adviser survey shows two hours added to advice process by new regulation 

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PTR dodges Chancellor's axe...again.

November 21, 2018

We are still some way off a budget which is ‘good for all’

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The kids are alright

November 07, 2018

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

Read more >