As part of FT Adviser's guide to the use of adviser technology during the pandemic, our Managing Director of SimplyBiz Investment Services, Daniel Russell, discusses risk-profiling models and tools.
The SimplyBiz Group has reported a sharp increase in adviser adoption of its support around will-writing and estate planning services over the past two months.
Our Head of Pensions Technical, Keeley Paddon Dip PFS, summarises the key points around pension scheme contributions for furloughed staff, and sets out responses to a few of the most frequently asked questions from advisers
We are proud to announce that our Head of Pensions Technical, Keeley Paddon, has been named as a finalist in the 'Woman Of The Year - Retirement' category in the Professional Adviser Women in Financial Advice Awards.
Keeley was runner-up in this category last year, and we think it'll be another successful awards season for her in 2020!
The SimplyBiz Group has come up with a system that allows homeowners to give chartered surveyors a virtual tour of their home without breaching social distancing guidelines
The SimplyBiz Group Protection Events have attracted more than 1000 bookings since their launch two weeks ago. The events, which begin on Thursday 7 May, will run on the Group’s new virtual platform and take place on six dates, finishing on the 18 June.
We're delighted that our Pensions Analyst, Helen Shepherd, has been named as a finalist in the Most Inspiring Returner category at the upcoming Professional Adviser Women in Financial Advice Awards.
Last year, Helen trekked 1,557 miles along the Pacific Crest Trail and raised over £3400 for Diabetes UK. Everyone at the Group is very proud of Helen - she's already a winner to us!