Latest News & Blog

What can we learn from the FCA's equity release review?

10 Aug 2020

As the Financial Conduct Authority concludes its review into equity release advice, our compliance policy manager, Sandy McGregor, explores what lessons can be learned from the regulator’s findings. 

Beware the reputational risk of not making the referral

06 Aug 2020

In this article, Managing Director of SIFA Professional, Dave Seager, discusses why now is the perfect time for financial advisers to assist their solicitor connections.

Acquisition market sees new growth

06 Aug 2020

Alex Morley of our new Horizon proposition discusses the shape of the acquisition market for advisers, and how to ensure that clients receive a continuation of high-quality, independent, advice

To CRP or not to CRP? That is the question...

05 Aug 2020

Our Head of Business Consultancy, Karl Dines, takes a look at why PROD is so flexible, and how it can futureproof both your CIP and - the new kid on the block - your CRP.

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.