Latest News & Blog

Ken Davy: Revised managers' regime will uncover 'reckless and criminal' firms Ken Davy: Revised managers' regime will uncover 'reckless and criminal' firms

28 Jul 2017

The Financial Conduct Authority’s extension of the senior managers’ regime will help weed out “reckless and criminal firms”, financial adviser support firm SimplyBiz Group says.

Ken Davy: "Good financial advice means more holiday cash" Ken Davy: "Good financial advice means more holiday cash"

26 Jul 2017

As you prepare for a well-earned summer break, I urge you to reflect upon some detailed research by ILC-UK into the value of financial advice, which has revealed that even those consumers who are just getting by can be more than £40,000 better off if they receive advice.

SimplyBiz launches new DB pension transfer bureau

25 Jul 2017

The SimplyBiz Group has launched a new DB pension transfer bureau in partnership with Creative Wealth Management.

The Matryoshka Principle, dolls and modelling your business

22 Jul 2017

In part one of his four part series, Karl Dines, Head of Business Consultancy and SimplyBiz, explores how the Matryoshka Principle can be translated in the advice process to create a robust business model.

A golden opportunity to recruit new advisers A golden opportunity to recruit new advisers

20 Jul 2017

It won’t be a revelation to anybody that the financial advice sector is in dire need of new blood in order to survive.

A balanced view A balanced view

20 Jul 2017

Ronnie Taylor of Scottish Widows sets out his views on FSCS funding below, with an introduction from Ken Davy.

Liz Coyle: Liberté! Fraternité! FCA! Liz Coyle: Liberté! Fraternité! FCA!

19 Jul 2017

Brexit means an awful lot is up in the air but, says Liz Coyle, it is worth summarising what we do know will be happening to UK financial services regulation over the next few years as a result of changes to EU legislation

Is it a duck? Or a swan? Is it a duck? Or a swan?

19 Jul 2017

I was always taught that if it looks like a duck, quacks likes a duck and swims like a duck, the chances are it is a duck, even if an expert tries to convince you it is a swan.

Liberté! Egalité! Regulatory! Liberté! Egalité! Regulatory!

19 Jul 2017

With MiFIID II, GDPR and IDD on the horizon, will UK firms be facing a REXIT (regulatory exit) or opening borders to EU legislation? 

Matt Timmins: Advisers are the trusted hands in a chaotic climate Matt Timmins: Advisers are the trusted hands in a chaotic climate

17 Jul 2017

There were many lessons to be learned from the General Election. However, one of the most prevalent is the amount of damage that can be caused when you embark on a campaign to establish a result of which you are not entirely sure.

Testimonials

"I would like to congratulate the entire compliance team on the excellent service you have provided us. I have had cause to call your help desk many times during the last 2 weeks to help with our Compliance plan and stationary approval and on each occasion your staff have been very efficient."

Paul Chakravarti
Ilford

Read More

Latest News

Ken Davy: Do you have money to burn?

February 20, 2019

Group Chairman Ken Davy looks at how employing the right support technology could help advisers save time and money.

Read more >

NMBA champions the growth of new advisers in the sector

February 18, 2019

More than 100 financial services professionals have enrolled on the New Model Business Academy's (NMBA) apprenticeship programme since it was launched last year. 

 

Read more >

SimplyBiz considers acquisition service for advisers

February 18, 2019

SimplyBiz is working on a service to match advisers selling their businesses with potential buyers.

Read more >

Richard Ardron: Keeping pace with the modern client

February 12, 2019

Have the fundamental needs of clients changed? Or is it simply a case of evolving expectations and, as a result, changes in attitudes and behaviours?

Read more >