Latest News & Blog

SM&CR implications for sole traders

26 Feb 2019

In the first of a series of plain English guides on the Senior Managers and Certification Regime, Richard Nuttall looks at what the new regulation means for sole traders. 

Ken Davy: Do you have money to burn?

20 Feb 2019

Group Chairman Ken Davy looks at how employing the right support technology could help advisers save time and money.

NMBA champions the growth of new advisers in the sector

18 Feb 2019

More than 100 financial services professionals have enrolled on the New Model Business Academy's (NMBA) apprenticeship programme since it was launched last year. 

 

SimplyBiz considers acquisition service for advisers

18 Feb 2019

SimplyBiz is working on a service to match advisers selling their businesses with potential buyers.

Richard Ardron: Keeping pace with the modern client

12 Feb 2019

Have the fundamental needs of clients changed? Or is it simply a case of evolving expectations and, as a result, changes in attitudes and behaviours?

SimplyBiz Group named Best Support Services For Advisers at Professional Adviser Awards

07 Feb 2019

The Group was delighted to receive the honour for the second consecutive year at the awards ceremony on the 7th February. 

Ken Davy: How education can keep scammers at bay

06 Feb 2019

With the sophistication of financial services scams, particularly those on social media, increasing, Group Chairman Ken Davy discusses why knowledge is power when it comes to protecting your clients.

Ken Davy: Proof that the new FOS limits are not fair

23 Jan 2019

Chairman Ken Davy has a closer look at one of FOS’ latest rulings, and discusses why he believes it defies both common sense and the law!

Matt Timmins: What's your competency process?

21 Jan 2019

The Group’s Joint-CEO reports on our survey asking advisers if they have a process through which they are able to demonstrate their competency and technical knowledge beyond CPD.

Having the LPA conversation

17 Jan 2019

APS Legal’s Scarlett Musson looks at why it’s so essential to discuss Lasting Power of Attorney with every client.