Latest News & Blog

"Three cheers for FAMR one year on" "Three cheers for FAMR one year on"

27 Apr 2017 Ken Davy

Regulator released Financial Advice Market Review recommendations and updates on progress

"The historic significance of pension freedoms" "The historic significance of pension freedoms"

19 Apr 2017 Ken Davy

On my first day in financial services in 1970, I was taught about the vital importance of the Life Assurance Act of 1774, which introduced insurable interest.

"Spring into technology and grow your client base" "Spring into technology and grow your client base"

12 Apr 2017 Ken Davy

Spring is a wonderful time for new growth as the trees blossom and flowers emerge to brighten even the smallest of gardens. So what better time could there be to look at the positive opportunities emerging to grow the number of financial advisers available to serve consumers and increase their effectiveness?

SimplyBiz extends partnership with Mortgage Brain SimplyBiz extends partnership with Mortgage Brain

12 Apr 2017 Martin Reynolds

SimplyBiz Mortgages has extended its partnership with Mortgage Brain to continue offering the Key, MortgageBrain Classic and MortgageBrain Anywhere to its members as part of its reward programme.

"Get to grips with the softer side of advice" "Get to grips with the softer side of advice"

11 Apr 2017 Tom Hegarty

Financial advisers have a unique skill set, which consists of technical knowledge, adherence to regulation and ethics, business skills to remain profitable, and interpersonal skills, which many would say are the most important, as these will determine whether an adviser is successful or not.

'Platforms should contribute to FSCS levy' - Ken Davy 'Platforms should contribute to FSCS levy' - Ken Davy

06 Apr 2017 Ken Davy

Ken Davy has called on platforms to contribute to the Financial Services Compensation Scheme's (FSCS) levy alongside advisers, in response to the regulator's consultation on the scheme's funding system.

Davy: providers should pay lion's share of FSCS fees Davy: providers should pay lion's share of FSCS fees

05 Apr 2017 Ken Davy

Product providers should contribute most of the running costs of the Financial Services Compensation Scheme, Ken Davy has said.

"'Steady as she goes' is best form of financial advice" "'Steady as she goes' is best form of financial advice"

05 Apr 2017 Ken Davy

Now that Theresa May has formerly triggered Article 50, are we going to make a dog’s breakfast of Brexit or can we look forward to dining at the Ritz?

Keeley Paddon: Top of the QROPS Keeley Paddon: Top of the QROPS

04 Apr 2017

Keeley Paddon outlines the practicalities advisers need to consider in the wake of the changes to the tax treatment of QROPS transfers outlined in last month's Spring Budget

NMBA gets apprenticeship approval from Skills Funding Agency NMBA gets apprenticeship approval from Skills Funding Agency

03 Apr 2017

SimplyBiz Group's not-for-profit training and development division has received direct accreditation from the Government's Skills Funding Agency to provide apprenticeship training.

Testimonials

"I left Sesame December 31st 2010 and took up Direct Registration with FSA. My Compliance is now handled by SimplyBiz.

"Firstly, you need to understand that Sesame may not tell you the truth with regard to 'the world outside Sesame' - I would suggest to you that you should believe nothing. If you leave they lose a stream of revenue. They may tell you that the FSA will be making it harder for small businesses operating outside the sphere of the network. Do not believe them.

"What are the advantages of direct authorisation? I'm no longer being treated as lowest common denominator. I have scope to use wider range of research tools. I've seen a twofold plus increase in my written business (it is growing annually.) I receive top class support services, positive meetings for members and have a more positive attitude to business.

"My advice to advisers at the time (the ones I came into contact with anyway) was to exit Sesame at the earliest opportunity and this advice remains still."

Colin Palmer
Colin Palmer Financial Services
 

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Latest News

"Hello, have you been mis-sold an accident claim?"

July 05, 2018

I am sure you will have been delighted to note that, at long last, the Financial Conduct Authority (FCA) is going to formally regulate the ambulance chasers.

Read more >

"We are the antidote to consolidation and want small firms to thrive"

July 02, 2018

SimplyBiz CEO Neil Stevens said the group was "passionate about being the antidote to consolidation" as he praised the work and quality of smaller advice firms.

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SimplyBiz reveals line-up for advice show

June 22, 2018

Leading figures and some of the industry’s heavyweights will feature in the online broadcast sessions from 10.30am to 2pm on 2 July.

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"Social care is elephant in the room"

June 20, 2018

There is a massive issue facing our clients, which is often referred to as a generational time bomb, that has the potential to destroy inheritances and cause misery to millions of elderly people.

Read more >