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

“Moving a team of sixteen advisers plus support staff from a network environment to directly authorised had its challenges but the excellent support and guidance from SimplyBiz ensured that everything was completed efficiently and on time.”

Chris Kelly
Boldon

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Latest News

"How turning a blind eye got us to where we are now"

July 18, 2018

It was not many years ago when it became virtually impossible for anyone to obtain PI cover at a reasonable premium. Such was the crisis that the then regulator, the FSA, turned a blind eye to the fact that over a thousand firms were trading without PI insurance.

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How to help clients create a lasting power of attorney - CPD article

July 16, 2018

Buzz Aldrin’s recent decision to sue his family for mismanagement of his finances has, quite rightly, reminded advisers across the pond that those appointed to make decisions on a client’s behalf need to be selected with the utmost care.

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Global markets are set up for stock pickers, say industry heavyweights at SimplyBiz Group Advice Show

July 10, 2018

Geopolitical changes are creating the ideal investment environment for stock pickers, according to industry experts speaking at the most recent Advice Show.

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"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.

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