Latest News & Blog

Back in the GDPR... Back in the GDPR...

14 Sep 2017

There is currently very little that we know with any certainty about what to expect from the UK’s Brexit negotiations.  Hard or soft? Single market or free trade area? Bad deal or no deal? 

Taking a LEI-d back approach; MiFID II and Legal Entity Identifiers Taking a LEI-d back approach; MiFID II and Legal Entity Identifiers

14 Sep 2017 Richard Nuttall

The arrival of MiFID II will see a new section added to the FCA Handbook, which refers to the requirement to make transaction reports to the FCA with regards to certain financial instruments. 

EU rule could cause trouble for IFAs EU rule could cause trouble for IFAs

11 Sep 2017 Ken Davy

Sadly, we are now at the end of the summer holidays, so it is time to brush off the sand and pack away the sun cream.

A golden opportunity to recruit new advisers A golden opportunity to recruit new advisers

04 Sep 2017 Matt Timmins

It won’t be a revelation to anybody that the financial advice sector is in dire need of new blood in order to survive.

Revised managers' regime will uncover 'reckless and criminal' firms

31 Aug 2017

The Financial Conduct Authority’s extension of the senior managers’ regime will help weed out “reckless and criminal firms”, financial adviser support firm SimplyBiz Group says.

Matt Timmins: Advisers must go back to basics Matt Timmins: Advisers must go back to basics

24 Aug 2017

The industry seems to have lost sight of the important fundamentals when it comes to clients’ financial plans.

Ken Davy: "Dump those bad apples and embrace SM&CR" Ken Davy: "Dump those bad apples and embrace SM&CR"

10 Aug 2017

It only takes a few rotten apples to add some very big numbers to every good adviser’s FSCS bill, so anything that will help us rid our sector of them is to be welcomed.

Ken Davy: "Taking a weather check on pension freedoms" Ken Davy: "Taking a weather check on pension freedoms"

02 Aug 2017

BBC weatherman Michael Fish famously failed to forecast the hurricane in October 1987, which overnight destroyed 15m trees and turned the town of Sevenoaks into just one oak.

Ken Davy: Revised managers' regime will uncover 'reckless and criminal' firms Ken Davy: Revised managers' regime will uncover 'reckless and criminal' firms

28 Jul 2017

The Financial Conduct Authority’s extension of the senior managers’ regime will help weed out “reckless and criminal firms”, financial adviser support firm SimplyBiz Group says.

Ken Davy: "Good financial advice means more holiday cash" Ken Davy: "Good financial advice means more holiday cash"

26 Jul 2017

As you prepare for a well-earned summer break, I urge you to reflect upon some detailed research by ILC-UK into the value of financial advice, which has revealed that even those consumers who are just getting by can be more than £40,000 better off if they receive advice.

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Latest News

"If you do not understand bitcoin, stay away"

February 14, 2018

In his latest blog, Ken Davy, SimplyBiz Group Chairman, advises against investing in something you can't see, hold or touch.

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Centra impresses Ian McKenna

February 13, 2018

Ian McKenna, Director at the Financial & Technology Research Centre, has taken a look at SimplyBiz's new investment system, Centra, and is impressed with what he's seen.

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"Why advisers should consider getting extra support in their business"

February 07, 2018

With delegation the key to business success, Tom Hegarty, Managing Director of NMBA, discusses why many advisers should consider getting extra support.

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"Harnessing technology to advance your business"

February 01, 2018

Be it due to the continued march of technology or the equally remorseless march or regulation, the world of financial services is facing continuous change.

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