SimplyBiz Mortgages partners with 360 Lifecycle
SimplyBiz Mortgages has partnered with 360 Dotnet to offer members access to its practice management systems
NMBA gets government funding boost for apprenticeship programme
The training and development arm of The SimplyBiz Group has received additional funding from the Education and Skills Funding Agency, allowing it to expediate and expand its apprenticeship plans.
SimplyBiz Group awarded second industry honour
The SimplyBiz Group has been named as the winner of the 2019 Money Marketing Best Support Service Award
Ken Davy: Seeing the benefits of good financial advice
At this year’s MDRT in Miami, one message kept coming up - we all know that our clients are able to enjoy more satisfying lives when their protection and savings needs are in good order. Doing a better job for clients enables them, and you, to live a more comfortable, fulfilling and balanced life.
Scarlett Musson: How to help clients make a will
In this guide to IHT planning, APS’s Scarlett Musson outlines why a will is so vital for clients
Martin Pickles: How to help clients value their estate
Read Martin’s contribution to the FT Adviser IHT guide, exploring estate valuation.
Neil Stevens: Outsourcing portfolio admin can be costly
Our Group Joint CEO looks at the best way for advisers to outsource to a DFM.
Senior Managers support strengthened by SimplyBiz Group
The Group has launched a series of focussed events and hired a new Knowledge and Development Manager
Keep the client at the heart of your referral process
In news from the SIFA Conference, it was recommended that advisers re-engage with law firms as it would not only potentially benefit the client but their business too
SM&CR: Prescribed Responsibilities
The latest in our ‘plain English’ guide to Senior Managers, Richard Nuttall looks at the regimes prescribed responsibilities