Chloe Faulkner of APS Legal & Associates - part of The SimplyBiz Group - asks whether any client can afford not to have an LPA in place. Using the example of Kate Garraway and her husband Derek Draper, Chloe explores why having a Power of Attorney is so important for everyone.
The Protection Academy event has been designed following member feedback and includes sessions on changing client needs, soft skills, operating in the virtual world, entering the rental market and economic and market updates.
"The news that the FCA is threatening to increase the application fees to new applicants by between 50 and 100% is both disgraceful and against the best interests of consumers."
We are delighted to welcome P&B Wealth to our pension transfer bureau. The panel offers an outsourcing solution to advisers who are either unable to, or choose not to operate, in the DB transfer market but still want to meet the needs of their clients in this area.
Scarlett Musson, Business Development Director of APS Legal & Associates - part of The SimplyBiz Group - explores how the adoption of remote instruction-taking has worked for the estate planning and will writing industry.
Gateway Surveyors – part of The SimplyBiz Group - has announced it will be taking on the panel management of Earl Shilton Building Society’s (esbs) from 1st January 2021.
Can a lepidopterist change their spots? Maybe we'll find out in the third, and final, instalment of Karl Dines' 'butterfly effect' articles. In this piece, our CIP VIP gets out his net and heads off to catch the perfect specimen of clear and fair charging structures for advisers.
It's always a treat to have SimplyBiz Mortgages' Head of Strategic Development, Richard Merrett, on our screens, so we delighted to see him join Accord Mortgages this week to discuss the importance of advice. You can read more about Richard’s discussion, or watch the broadcast in full, here.
Dave Seager, Managing Director of SIFA Professional - part of The SimplyBiz Group – joins the discussion on the importance of advisers strengthening professional connections during lockdown, and about how the use of tech can help maintain their relationships with solicitors.