SimplyBiz announces it is working with Financial Vulnerability Taskforce
SimplyBiz is delighted to be working with the Financial Vulnerability Taskforce. It's vital to help financial advisers and mortgage brokers understand more about recognising and supporting vulnerable clients, and we believe that the most effective way to do this will be through unifying efforts and resources across the sector.
Hoxton Capital Management joins Pension Transfer Bureau
We are delighted to welcome Hoxton Capital Management to our DB Pension Transfer Bureau. Hoxton offers an international service, meaning it is able to conduct cases for clients not only in the UK, but also the EU, US, Australia and the Middle East.
Poor M&A due diligence may come back to haunt advice firms
“The two areas that probably matter the most are the quality and depth of the client bank, and the technology and systems with which the practice operate”. Our Joint CEO, Matt Timmins, takes a deep dive into the adviser M&A market.
Make the FCSC fair for all
In this compelling piece Martin Reynolds, Chief Executive of SimplyBiz Mortgages, explores the flaws in the way the FSCS levy is currently funded.
The Last Word: Makayla Everitt
In this month’s focussed interview from Mortgage Introducer, Makayla Everitt, Head of SimplyBiz Mortgages, keeps 'an eye on the future' as she discusses effects of the pandemic, the market's direction of travel and her hidden costume design skills!
Advisers uniquely positioned to support vulnerable clients
In his latest FT Adviser article, Ken Davy discusses the circumstances which have resulted in an increased number of clients who could be considered vulnerable, and how financial advisers are uniquely positioned to support them.
Gateway Surveyors appointed Fleet Mortgages panel manager
Congratulations to Gateway Surveyors on being appointed as panel manager for Fleet Mortgages. It is the latest in a series of panel management appointments for Gateway, whose quality management service is fully ISO 9001:2015 accredited.
RICS guidance is welcome step forward
SimplyBiz Mortgages Chief Executive, Martin Reynolds, spoke to Mortgage Introducer about the latest Royal Institution of Chartered Surveyors (RICS) guidance on cladding and the use of EWS1 forms,
Why lasting power of attorney is in the best interests of all
Libby Holding, Legal Services Director of APS Legal, explores a recent court case looking at whether a care home patient with dementia should have been given the Covid-19 vaccine against her son's wishes.
SimplyBiz announces launch of risk-controlled investment solutions range
SimplyBiz has partnered with leading fund managers, BMO Global Asset Management, HSBC Asset Management and Verbatim, to create a range of risk-controlled investment solutions.