Latest News & Blog

"PI insurance is no magic wand for FSCS funding" "PI insurance is no magic wand for FSCS funding"

31 Jan 2017 Ken Davy

Sometimes it can be useful to mix metaphors in order to make a point and, in the case of the FCA’s current review of the FSCS funding, I believe it is absolutely essential.

Keeley Paddon: Pension scam cold-callers - we've got your number Keeley Paddon: Pension scam cold-callers - we've got your number

19 Jan 2017

For far too long, says Keeley Paddon, cold-callers and pension scams have been a blight on the pensions sector and it is good to see the authorities finally appear to be grasping the nettle

"Providers can help cull Mickey Mouse products" "Providers can help cull Mickey Mouse products"

18 Jan 2017 Ken Davy

When I picked up my recent copy of Financial Adviser, I thought I must have slept through a few months and woken up on 1 April.  

'A substantial step forward': How FSCS bills could fall by over 60% 'A substantial step forward': How FSCS bills could fall by over 60%

13 Jan 2017

Advisers could see their Financial Services Compensation Scheme contributions cut by as much as 66 per cent under options set out in the FCA’s consultation on overhauling the scheme’s funding.

Make your 'happy' new year come true in 2017 Make your 'happy' new year come true in 2017

12 Jan 2017 Ken Davy

Happy New Year? The question is, how happy and successful is 2017 really going to be for you?  

A day in the life of your client A day in the life of your client

06 Jan 2017 Richard Ardron

There are a lot of new companies coming to market looking to service your clients – most are getting it wrong, but they will disturb, so now is the time to look at how you could enhance what you currently offer.

SimplyBiz hosts second seasonal showcase SimplyBiz hosts second seasonal showcase

03 Jan 2017

SimplyBiz Mortgages has announced its second whole of market ‘Seasonal Showcase’ event will take place at the end of January 2017.

Testimonials

"I am very pleased with the service and can’t imagine I would ever leave SimplyBiz"

Christopher Whickam
The Financial Planning Centre

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Latest News

The kids are alright

November 07, 2018

Why intergenerational advice may be so vital to the future of your firm

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When poor will planning leads to family feuds

October 31, 2018

APS Legal examines the ways in which insufficient will preparation can create acrimony across the generations.   

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Ken Davy: Time to take responsibility

October 24, 2018

Ken discusses why SMCR will make it tougher for wrongdoers to avoid the blame game. 

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What qualifications does a paraplanner need?

October 19, 2018

NMBA’s latest survey examines whether paraplanners need Level 4 qualifications

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