Latest News & Blog

SimplyBiz Group partners with Wealth Holdings to provide specialist acquisition support

03 Aug 2020

We have partnered with a mergers and acquisitions specialist to support its new Horizon service, which provides support for advice firms on both sides of the acquisition process.

What are the new rules on making wills using video-conferencing?

29 Jul 2020

The Ministry of Justice (MoJ) has finally announced that video-conferencing can now be used for the witnessing of wills, and in this article, Libby Holding of APS Legal & Associates explores the processes and potential pitfalls of the new rules.

SimplyBiz Mortgages launches summer 'Festival of Learning'

28 Jul 2020

In keeping with the festival theme, the events will be broken down into four key areas and hosted on various ‘stages’; MemberFest: Nichebusters, the Golden Years Stage, the Mutuality Matters Zone and the Complex Chill Out Area

Lasting Power of Attorneys in a time of Covid-19

22 Jul 2020

Scarlett Musson of APS Legal & Associates writes about why the importance of Lasting Power of Attorneys should never be underestimated, especially during times like these.

What the FCA expects from discretionary fund managers

21 Jul 2020

In this special feature on what the #CA expects from DFMs, Signature’s Head of Proposition Development, Elaine Parkes discusses suitability, vulnerability and some of the dangers, and necessities, of discretionary fund management.

Looking for clients? Legal regulator has left an open goal

16 Jul 2020

Dave Seager, Managing Director of SIFA Professional, explores the ways in which IFAs have been handed a ‘golden opportunity’ by the Solicitors Regulation Authority.

Ken Davy on rolling back, but not retiring

16 Jul 2020

Following Ken Davy's recent Money Marketing Awards win, the publication takes a look at his career so far and plans for the future.

Ken Davy: "I believe the sector is entitled to ask the FCA why has it taken so long to get to grips with this issue."

15 Jul 2020

In this article, Ken addresses the dangers of the DB market and asks if the regulator may have been reckless with the future finances of many consumers.

Ken Davy: "I don't think I'll ever retire in an absolute sense"

13 Jul 2020

Our Chairman, Ken Davy, spoke to Justin Cash, Editor of Money Marketing about the FSCS, regulation, the ethics of advice, maintaining good client outcomes, his experiences of more than 50 years in the sector AND being a double winner of the Outstanding Contribution to the Profession Award!

Don't put SM&CR on the back burner

10 Jul 2020

Richard Nuttall, director of compliance policy at The SimplyBiz Group, said the regulator's "sympathetic approach" to those firms affected by the coronavirus was to be applauded, but warned the extension was not a "concession for all firms to delay their fit and proper assessments".