Latest News & Blog

How to be a safe pair of hands for solicitor referrals

10 Sep 2020

With new rules coming into play for solicitor firms, Dave Seager, Managing Director of SIFA Professional, looks at how advice firms can best position themselves as a suitable option for client referrals.

Advisers continue to adapt to stay on the front foot

09 Sep 2020

Group Chairman, Ken Davy, discusses the use of virtual technology to increase the efficiency, effectiveness and profitability of advisers.

How can the 'matryoshka principle' help to future-proofing CIPs?

08 Sep 2020

Head of Business Consultancy, Karl Dines, explains why the ‘matryoshka principle’ is an important part of a forward-looking centralised investment proposition and outlines the issues of which advisers should be aware. 

Ceta joins SimplyBiz Mortgages' insurance panel

04 Sep 2020

We’re delighted to welcome Ceta Insurance to the panel!

Despite the challenges it faces, advice is more important than ever

03 Sep 2020

Industry veteran and Compliance First favourite, Jill Hamilton outlines some of the changes she's seen in the sector during her career so far, and explores why financial advice is as important as ever

The technology needed to run a DFM

02 Sep 2020

Elaine Parkes, Head of Proposition Development at Signature Support, part of The SimplyBiz Group, takes a deep dive into the area of tech considerations for DFM firms.

I'm reading: The Road to Huddersfield

01 Sep 2020

Ken Davy discusses the literary gem keeping him entertained during lockdown. 

Working Lunch: "It's more important than ever to look at PI well before renewal"

28 Aug 2020

In the latest Professional Adviser Working Lunch broadcast, Janice Laing, Richard Nuttall and Dan Russell discussed SM&CR, vulnerability, PI, tech and business efficiencies. 

Get prepared for the SM&CR deadline

26 Aug 2020

"Virtual conversations and working digitally are now very much part of the ‘new normal' and employing them in your processes could help you be ready to meet the SM&CR December deadline." Janice Laing, Managing Director of Compliance First – part of The SimplyBiz Group, talks about the practical aspects of preparing for the upcoming #SM&CR deadline.

Autumn events programme announced

24 Aug 2020

We're delighted to announce details of our autumn events programme, featuring investment forums, intergenerational advice workshops and compliance clinics, as well as technology surgeries.