Latest News & Blog

No going back: is remote working the new normal?

11 Nov 2020

As connecting digitally and working from home become part of our everyday lives, Dave Seager, Managing Director of SIFA Professional - part of The SimplyBiz Group – wrote about what the future of advice may look like, and the importance of individual choice.

Subtle shifts from RDR came with large pricing consequences

11 Nov 2020

He's coming out of his cocoon and he's been doing just fine - in the second part of his series of articles on the butterfly effect on advice models, our CIP VIP, Karl Dines, takes a look at how subtle shifts from RDR came with large consequences.

Martin Reynolds: "Second lockdown is unlikely to see new issues arise"

04 Nov 2020

In conversation with Robyn Hall, Editor of Mortgage Introducer, SimplyBiz Mortgages Chief Executive, Martin Reynolds, discusses the importance of transparency, and value of advice, during the second lockdown.

Points to consider if you're buying or selling a business

04 Nov 2020

Alex Morley, Head of our buy-out solution, Horizon, provides an essential checklist for adviser firms interested in buying, or selling, a business.

Don't lose your chance to influence the regulator

04 Nov 2020

In his latest thought-leadership column, Ken Davy urges advisers not to miss out on this vital chance to influence the FCA's decisions around the FCSC.

Are impersonation scams now the new normal?

02 Nov 2020

As online fraud hits an all-time high, Libby Holding of APS Legal & Associates - part of The SimplyBiz Group - explains why everyone needs to stay aware of impersonation scams.

SimplyBiz Group extends virtual events programme

02 Nov 2020

After receiving over 12,000 bookings for their events since moving them all to a digital platform in April, The SimplyBiz Group has announced that it will be extending the virtual programme into 2021.

The butterfly effect in CIPs

28 Oct 2020

He writes about butterflies, stings like a bee and is back to tell us more about the changing elements within advisers' central investment propositions, and how the Retail Distribution Review changed the game.

Our CIP VIP, and Head of Business Consultancy, Karl Dines, delivers the first of a three-part series exploring the butterfly effect of moving parts within a CIP.

SimplyBiz Group and Gateway Surveyors welcome IMLA's green mortgage research

20 Oct 2020

"Every valuation carried out virtually means one less car journey. Just think what the reduction in our carbon footprint would be for every 50,000 valuations that are undertaken virtually."

Martin Reynolds, CEO of SimplyBiz Mortgages, welcomes the IMLA - The Intermediary Mortgage Lenders Association's research into #green mortgages and discusses how Gateway Surveyors' zero contact valuations are good for both the planet and the sector.

Understanding the challenges with ESG investing

19 Oct 2020

Group Director of Compliance Services, Mark Greenwood, has written this piece for Signature Support - part of The SimplyBiz Group - on some of the challenges facing DFMs in the ESG market. The article offers not only 30 mins of CPD, but also his specialist insight into the links between ESG and intergenerational advice, and upcoming regulatory changes which may affect the ESG advice process.