Latest News & Blog

"Providers must allow tax deductible advice" "Providers must allow tax deductible advice"

28 Sep 2017 Ken Davy

Knock, knock. Are you there? More importantly, are you listening?
I ask this question because of the enormous opportunities the current market is presenting for each and every adviser, whether working within a large firm or a one-person practice, as an independent adviser or restricted.

Fos report is a dollop of gruel for advisers Fos report is a dollop of gruel for advisers

19 Sep 2017 Ken Davy

Cold porridge and cold comfort have a lot in common: such meagre offerings do not come close to being satisfying.

Adviser Landscape Adviser Landscape

14 Sep 2017 Ken Davy

SimplyBiz Group Chairman, Ken Davy, gives us his unique perspective on the biggest industry issues of recent months.

Back in the GDPR... Back in the GDPR...

14 Sep 2017

There is currently very little that we know with any certainty about what to expect from the UK’s Brexit negotiations.  Hard or soft? Single market or free trade area? Bad deal or no deal? 

Taking a LEI-d back approach; MiFID II and Legal Entity Identifiers Taking a LEI-d back approach; MiFID II and Legal Entity Identifiers

14 Sep 2017 Richard Nuttall

The arrival of MiFID II will see a new section added to the FCA Handbook, which refers to the requirement to make transaction reports to the FCA with regards to certain financial instruments. 

EU rule could cause trouble for IFAs EU rule could cause trouble for IFAs

11 Sep 2017 Ken Davy

Sadly, we are now at the end of the summer holidays, so it is time to brush off the sand and pack away the sun cream.

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

04 Sep 2017 Matt Timmins

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

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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