Publications

20 September 2018
Adviser Today | Issue 7 | Autumn 2018
Adviser Today | Issue 7 | Autumn 2018

Simply Evolution - Moving forward, with big leaps, innovation and a bit of fine tuning

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27 August 2018
MI Magazine | August 2018
MI Magazine | August 2018

Helping you create the right mix for your business

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12 June 2018
Adviser Today | Issue 6 | Summer 2018
Adviser Today | Issue 6 | Summer 2018

Creating efficiency through simplicity - Find out how technology can help streamline your business

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16 April 2018
MI Magazine | April 2018
MI Magazine | April 2018

Bringing you a range of attractive opportunities

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05 March 2018
Adviser Today | Issue 5 | Spring 2018
Adviser Today | Issue 5 | Spring 2018

Best foot forward - Covering MiFID, P-P-P-PRIIPS, LEIs and GDPR, this edition will keep you one step ahead of the relentless march of regulation

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19 December 2017
Smart Solutions | Winter 2017
Smart Solutions | Winter 2017

Efficiencies and effectiveness - Streamlining the advice process

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15 December 2017
Adviser Today | Issue 4 | Winter 2017
Adviser Today | Issue 4 | Winter 2017

How is the ageing population changing the advice landscape?

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14 December 2017
MI Magazine | Winter 2017

Build a stronger protection proposition in 2018

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29 September 2017
MI Magazine | Autumn 2017
MI Magazine | Autumn 2017

One size doesn't fit all. Provide a service that is out of this world, not off the peg.

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20 September 2017
Adviser Today | Issue 3 | Autumn 2017
Adviser Today | Issue 3 | Autumn 2017

Temptation! Keeping your clients on the path of financial virtue.

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Testimonials

“I am delighted with SimplyBiz so far and always tell other IFAs that they should join. It is a well run organisation and excels in most of its endeavours. Ken in my opinion is THE representative for advisers in the RDR”

Ian Couling
Sophex Ltd t/a Lifetime Financial Solutions

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Latest News

The kids are alright

November 07, 2018

Why intergenerational advice may be so vital to the future of your firm

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When poor will planning leads to family feuds

October 31, 2018

APS Legal examines the ways in which insufficient will preparation can create acrimony across the generations.   

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Ken Davy: Time to take responsibility

October 24, 2018

Ken discusses why SMCR will make it tougher for wrongdoers to avoid the blame game. 

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What qualifications does a paraplanner need?

October 19, 2018

NMBA’s latest survey examines whether paraplanners need Level 4 qualifications

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