Latest News & Blog

"Long time passing, but insurance still delivers" "Long time passing, but insurance still delivers"

28 Mar 2018

Ken Davy reflects on the disappearance of around 80 per cent of insurance companies over the last 30 years and what that means for advisers.

SimplyBiz Mortgages unveils portfolio review facility with Uinsure

22 Mar 2018

In conjunction with Uinsure, SimplyBiz Mortgages has launched a portfolio review service for its members.

To use the new service, members send an email across to a dedicated email address (containing their client’s buy-to-let portfolio and current insurance renewal dates) and one of Uinsure’s regional development managers will contact them to outline the general insurance options available.

SimplyBiz Mortgages adds Masthaven to panel

12 Mar 2018

Masthaven is the latest lender to join SimplyBiz Mortgages' lender panel.

From today, all SimplyBiz Mortgages members will have direct access to Masthaven’s specialist residential product range and will be able to offer the bank’s first and second charge lending products.

Tom Hegarty and Ian McKenna confirmed to speak at PA360

16 Mar 2018

Tom Hegarty of the New Model Business Academy and Ian McKenna of TRC are among the latest personalities confirmed as speakers at Professional Adviser's inaugural PA360 event next month.

Taking place at The Brewery in central London on 24 April, this exciting all-day event will offer a comprehensive 360-degree view of financial advice, with an unmissable line-up of dynamic speakers.

 

"Waving the flag for the future of financial advice' "Waving the flag for the future of financial advice'

14 Mar 2018

Helping young people grow and develop their careers is a responsibility I believe falls to us all. The recent National Apprenticeship Week, offered an opportunity to not only promote the option of apprenticeships to young people and employers, but also to celebrate the positive impact these schemes have already achieved.

SimplyBiz announces fourth pension transfer partner

07 Mar 2018

Peterborough-based Tuto joins Grove Pension Solutions, Pensionhelp and Creative Wealth Management on SimplyBiz's SimplyRefer proposition, offering outsourced pension transfer advice.

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

The kids are alright

November 07, 2018

Why intergenerational advice may be so vital to the future of your firm

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When poor will planning leads to family feuds

October 31, 2018

APS Legal examines the ways in which insufficient will preparation can create acrimony across the generations.   

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Ken Davy: Time to take responsibility

October 24, 2018

Ken discusses why SMCR will make it tougher for wrongdoers to avoid the blame game. 

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What qualifications does a paraplanner need?

October 19, 2018

NMBA’s latest survey examines whether paraplanners need Level 4 qualifications

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