Latest News & Blog

SimplyBiz Group acquires Defaqto for £74m

20 Mar 2019

SimplyBiz has acquired Defaqto, a leading financial services technology business. This is an exciting development, which will see the coming together of two leading, fast-growing and innovative businesses.

Ken Davy: Don't put advisers on the endangered list

20 Mar 2019

The demand and need for personal financial advice has never been greater, and needs to be made available to more people, not fewer.  Ken Davy examines why the regulator’s good intentions may be paving the path to advisory hell.

FT Adviser: Training the next generation

20 Mar 2019

Ken Davy contributes to this guide on what needs to be done to ensure the ongoing health of the industry. 

Lasting power of attorney referral service launched by SimplyBiz Group

19 Mar 2019

The SimplyBiz Group, together with its subsidiary APS Legal & Associates, has launched a service enabling advisers to refer lasting power of attorney business to a specialist practitioner.

SimplyBiz Group announces enhanced compliance proposition

14 Mar 2019

The SimplyBiz Group has announced an evolution of its compliance proposition through the launch of a number of ‘Centres of Excellence’. The streamlined service will focus on particular areas of the Group’s compliance offering, including policy, field services, helpdesks, complex and specialist areas and personalised consultancy.

Effective tax management strategies for high earners

14 Mar 2019

Tax specialist Noreen Walker explores the complex area of tax for high-earners, and effective strategies for management.

Ken Davy: Regulation overload risks leaving advisers exposed

13 Mar 2019

Our Group Chairman explores how too much regulation could be detrimental to consumer outcomes.

LPAs not just for clients in later life

11 Mar 2019

APS Legal explore the reasons that LPAs are an essential point to cover with your clients at any stage of their life.

The SimplyBiz Group announces its first post-flotation results

05 Mar 2019

The Group’s maiden results show positive picture for the firm

Consistency needed in interpretation of disclosure rules

01 Mar 2019

Gary Kershaw, Compliance Director of The SimplyBiz Group, comments on the challenges the implementation of costs and charges disclosure has presented for advisers