Latest News & Blog

Scarlett Musson: How to help clients make a will

13 Jun 2019

In this guide to IHT planning, APS’s Scarlett Musson outlines why a will is so vital for clients

Martin Pickles: How to help clients value their estate

13 Jun 2019

Read Martin’s contribution to the FT Adviser IHT guide, exploring estate valuation. 

Neil Stevens: Outsourcing portfolio admin can be costly

12 Jun 2019

Our Group Joint CEO looks at the best way for advisers to outsource to a DFM. 

Senior Managers support strengthened by SimplyBiz Group

11 Jun 2019

The Group has launched a series of focussed events and hired a new Knowledge and Development Manager

Keep the client at the heart of your referral process

10 Jun 2019

In news from the SIFA Conference, it was recommended that advisers re-engage with law firms as it would not only potentially benefit the client but their business too

SM&CR: Prescribed Responsibilities

06 Jun 2019

The latest in our ‘plain English’ guide to Senior Managers, Richard Nuttall looks at the regimes prescribed responsibilities 

Counting the minutes: adviser charging

05 Jun 2019

Karl Dines compares adviser charging models and explores the elements to consider when building a framework. 

SimplyBiz Group's Centra system reaches 3000 users

03 Jun 2019

New functionality and tools for Centra, as 3000 advisers sign up to use the Group’s investment system