Latest News & Blog

"How to stay determined and focused in 2018" "How to stay determined and focused in 2018"

17 Jan 2018

Elvis Presley famously coined the phrase “taking care of business” to ensure that, despite the limelight and hysteria surrounding his success, he and his team never lost sight of the importance of doing a good job, efficiently and profitably.

SimplyBiz launches referral service for advisers

31 Jan 2018
The SimplyBiz Group has launched a referral service that allows advisers to access a range of third party solutions in estate planning, care fee planning and commercial insurance.

SimplyBiz to launch end-to-end investment advice system

19 Jan 2018

SimplyBiz Group is to launch an end-to-end financial planning system, Centra, to provide support to advisers throughout the investment advice process.

"Product providers can help reduce the FSCS levy" "Product providers can help reduce the FSCS levy"

24 Jan 2018

I make no apology for returning to the subject of the Financial Services Compensation Scheme (FSCS), as the deadline for responding to the Financial Conduct Authority's (FCA) consultation paper is the end of January.

Adam Tyler to lead new trade body FIBA

15 Jan 2018

The Financial Intermediary & Broker Association, which evolve from the Association of Bridging Professionals, has appointed Adam Tyler as its Chairman.

 

"It's time to put pen to paper on the FSCS levy" "It's time to put pen to paper on the FSCS levy"

10 Jan 2018

The first thing I want to highlight is the opportunity you have right now to help stop the grotesque injustice of the current system of Financial Services Compensation Scheme (FSCS) funding.

SimplyBiz launches provider-backed referral service

09 Jan 2018

Support services provider SimplyBiz has launched a referral service for its members to help them with retirement planning, equity release and care funding.

SimplyBiz launches GDPR hub for advisers

08 Jan 2018

SimplyBiz has launched a hub for advisers to help them meet the requirements of the incoming General Data Protection Regulation (GDPR).

SimplyBiz chair blasts 'disgraceful injustice' of FSCS levy SimplyBiz chair blasts 'disgraceful injustice' of FSCS levy

05 Jan 2018

SimplyBiz chair Ken Davy has upped his criticism of Financial Services Compensation Scheme funding after the lifeboat fund announced another additional fee call.

View from the top... View from the top...

09 Jan 2018

With nearly five decades of experience in the financial services sector, SimplyBiz Group Chairman, Ken Davy, provides a unique perspective on the advisory landscape. In this edition of Adviser Today, Ken gives us his view on the FCA’s recent Paper on the ageing population, and why he feels this piece of research is so important. 

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Primary Wealth Limited 

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Latest News

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?

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SimplyBiz Group named Best Support Services For Advisers at Professional Adviser Awards

February 07, 2019

The Group was delighted to receive the honour for the second consecutive year at the awards ceremony on the 7th February. 

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Ken Davy: How education can keep scammers at bay

February 06, 2019

With the sophistication of financial services scams, particularly those on social media, increasing, Group Chairman Ken Davy discusses why knowledge is power when it comes to protecting your clients.

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Ken Davy: Proof that the new FOS limits are not fair

January 23, 2019

Chairman Ken Davy has a closer look at one of FOS’ latest rulings, and discusses why he believes it defies both common sense and the law!

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