Latest News & Blog

Advice apprenticeships: a defence Advice apprenticeships: a defence

22 Aug 2018

Tom Hegarty of NMBA believes that apprenticeships are a valid route to the advice profession

"Pension freedom chickens head home to roost" "Pension freedom chickens head home to roost"

15 Aug 2018

In his latest blog, Ken Davy discusses how, in his opinion, the full extent of repercussions from pension freedom are still not fully revealed.

Estate planning red flags

10 Aug 2018

Erica Hancock of APS explores the estate planning red flags which may mean danger for your clients 

NMBA vote: Do clients care if advisers are independent or restricted? NMBA vote: Do clients care if advisers are independent or restricted?

08 Aug 2018

Tom Hegarty takes a closer look at the most closely fought NMBA quick vote to date. 

"Time for your 2018 reboot?" "Time for your 2018 reboot?"

01 Aug 2018

Ken Davy muses on the importance of taking time out to recharge your batteries

NMBA moves closer to paraplanner apprenticeship launch

01 Aug 2018

The New Model Business Academy has moved closer to its aim of launching a paraplanning apprenticeship before the end of the year. 

The SimplyBiz Group announces partnership with Guardian Financial Services

01 Aug 2018

The SimplyBiz Group has announced that it has signed a partnership deal with Guardian Financial Services, following positive adviser feedback on the protection provider’s pilot scheme.  The partnership, which is in place with immediate effect, will see the two companies work together to deliver relevant training and educational opportunities to advisers who use the Group’s services.

Testimonials

"I wanted to put on the record how grateful we are for the support, advice and help we have received from our application manager, Tim Prest, and all the team at SimplyBiz.  If we've ever made one absolutely, 100% correct business decision, never to be questioned or re-considered (even with the benefit of hindsight) - employing the services of your firm would be it!"

Chris Lee
Lee Financial Planning

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Latest News

SimplyBiz Group supports AToM through DA application process

December 13, 2018

New SimplyBiz Mortgages Member talks about why they chose to work with us 

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NMBA: Paraplanning apprenticeship goes live

December 12, 2018

And applications for our 2019 cohorts are now open! 

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NMBA: Are you at full client capacity?

December 12, 2018

Could process efficiencies help you to work with more clients? 

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NMBA: Advisers see MiFID II lengthen processes.

December 05, 2018

New adviser survey shows two hours added to advice process by new regulation 

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