Latest News & Blog

Listen to the lessons of the past

30 Jun 2020

After the Covid-19 crisis has passed there is going to be a huge rise in demand for financial advice, but are advisers going to be able to cope? They will, says SimplyBiz Group Chairman Ken Davy, if they are ready to learn the lessons from almost 50 years ago.

Why considering mental health is essential to estate planning

26 Jun 2020

In this article, Libby Holding, Legal Services Director of APS Legal, takes a look at the vital issue of mental health in estate planning

SimplyBiz Group's 'Young Person's Guide To Money' receives nearly 3,000 orders in under a week

25 Jun 2020

The guide, which was produced by the Group’s New Model Business Academy and sponsored by Aviva, Royal London and Zurich, is designed to help young people understand more about the basics of finance – including borrowing, savings, tax and more. 

Innovation in later life lending

25 Jun 2020

SimplyBiz Mortgages Head of Strategic Development, Richard Merrett, spoke to FT Adviser about market innovation in part of its comprehensive guide to later life lending.

SimplyBiz Group to continue contactless valuations

18 Jun 2020

CEO of SimplyBiz Mortgages, Martin Reynolds, on why variety and innovation in valuations are so vital to the sustainability of the sector

Our step-by-step guide to the FCA's new platform

16 Jun 2020

With the FCA planning to allow firms to access GABRIEL and Connect through one new platform, Alexander McGregor, compliance policy manager, produced a step-by-step guide to how this will work in practice.

SimplyBiz Group launches range of support around vulnerable clients

16 Jun 2020

We were delighted to launch our Vulnerable Clients Hub, offering a breadth of resources and support around this vitally important area for advisers and brokers. We'll be developing this area of the site significantly in coming months, but you can read more here.

Adviser technology Q&A

11 Jun 2020

On 11 June, our Joint CEO, Neil Stevens, joined Intelliflo’s Nick Eatock and FT Adviser’s Rachel Mortimer to discuss developing adviser tech.  The event covered outsourcing, encryption, the regulator's approach to virtual meetings and much more.

What's the latest in the FCA's review of DB transfers?

09 Jun 2020

Richard Nuttall takes a look at an interesting report recently published by the Complaints Commissioner

SimplyBiz Group receives over 4,500 bookings for virtual event programme

04 Jun 2020

The SimplyBiz Group has seen a huge take-up to its new virtual event programme, which went live in May, receiving over 4,500 bookings to date.