Exploring the DB pension transfer market
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.
Money Marketing Profile Interview: Ken Davy
Group Chairman, Ken Davy, spoke to Amanda Newman Smith of Money Marketing about his five decades in financial services, the profound effect of Covid-19 upon the sector and the significant part technology is playing in creating a bright future for advisers.
Shortlisted in the Professional Adviser Awards!
We're absolutely delighted to have been shortlisted as Best Support Services for Advisers in the Professional Adviser Awards. These awards are very close to our heart and we're honoured to have been recognised in previous years.
Diversity and inclusion is essential for advisory firms
In our recent MI Live broadcast, Dina Bhudia of P2M Asset Management, Damian Thompson of Aldermore Bank PLC and the Group's HR Director, Emily Blain FCIPD, discussed the value of diversity and inclusivity in the sector.
Three top tips for Business Property Relief investments
Compliance Services Director, Mark Greenwood, speaks to Octopus Investments about his three top tips for those advising on - or wanting to find out more about - business property relief.
SimplyBiz Group partners with Aviva for DB transfer referrals
We're delighted to welcome Aviva Financial Advice to our DB pension transfer bureau, helping us provide vital support to advisers and their clients in this complex business area.
Demand for advice is set to 'grow exponentially' this year
Group Chairman, Ken Davy, discusses the ways in which 2021 could be a hugely exciting year for financial advisers, and how the lessons learned in 2020 could be beneficial over the coming months.
50 years in financial advice, and why the future is bright
Our Group Chairman, Ken Davy, celebrated his 50th anniversary in financial services this month. To mark the occasion, he wrote this piece about his time starting out as an adviser, and why the future for the sector has never looked more positive.
Estate planning season is here!
‘Tis the season for estate planning and in this article Libby Holding, Legal Services Director of APS Legal & Associates - part of The SimplyBiz Group - explores the ways in which additional gifts at this time of year can help clients with their estate planning for inheritance tax (IHT).
How did challenge lead to innovation in the surveying market?
"As we developed the remote valuations, we knew that they would prove suitable for not only this trying time but also moving forward."