Latest News & Blog

Update on Equity Release qualification and permission Update on Equity Release qualification and permission

24 May 2017

Towards the close of 2016, the FCA released a Consultation Paper (CP16/24) looking at the possibility of investment and pension firms without mortgage permissions being able to advise on the equity release market provided they had an adviser who passed either a standalone qualification or a top-up to existing pension and investment qualifications.

Darlington BS join SimplyBiz Mortgages panel Darlington BS join SimplyBiz Mortgages panel

16 May 2017

SimplyBiz Mortgages has announced that Darlington Building Society has joined its lender panel.

Aileen Lynch: Changes to FCA debt counselling permissions Aileen Lynch: Changes to FCA debt counselling permissions

08 May 2017

On 20 March, the Financial Conduct Authority (FCA) produced a regulatory publication to inform firms that held 'debt counselling' activity they are likely to hold the incorrect limitation, writes Aileen Lynch.

"Those in glass houses should not throw stones" "Those in glass houses should not throw stones"

03 May 2017 Ken Davy

As I read first the regulator’s Sector Views paper and then Emma Ann Hughes’ article “Why you are better value for money than the regulator”, published on the 21 April, a well-known saying came to mind – one featuring glass houses and stones.

"Three cheers for FAMR one year on" "Three cheers for FAMR one year on"

27 Apr 2017 Ken Davy

Regulator released Financial Advice Market Review recommendations and updates on progress

"The historic significance of pension freedoms" "The historic significance of pension freedoms"

19 Apr 2017 Ken Davy

On my first day in financial services in 1970, I was taught about the vital importance of the Life Assurance Act of 1774, which introduced insurable interest.

"Spring into technology and grow your client base" "Spring into technology and grow your client base"

12 Apr 2017 Ken Davy

Spring is a wonderful time for new growth as the trees blossom and flowers emerge to brighten even the smallest of gardens. So what better time could there be to look at the positive opportunities emerging to grow the number of financial advisers available to serve consumers and increase their effectiveness?

SimplyBiz extends partnership with Mortgage Brain SimplyBiz extends partnership with Mortgage Brain

12 Apr 2017 Martin Reynolds

SimplyBiz Mortgages has extended its partnership with Mortgage Brain to continue offering the Key, MortgageBrain Classic and MortgageBrain Anywhere to its members as part of its reward programme.

"Get to grips with the softer side of advice" "Get to grips with the softer side of advice"

11 Apr 2017 Tom Hegarty

Financial advisers have a unique skill set, which consists of technical knowledge, adherence to regulation and ethics, business skills to remain profitable, and interpersonal skills, which many would say are the most important, as these will determine whether an adviser is successful or not.

Testimonials

"Having joined SimplyBiz last August, you may or may not remember that I nearly did an 'about turn' before leaving the network I was with. It was after a conversation by phone with you (Ken Davy), that I decided to join and to be totally frank, it was the best move I have made. Thanks for that."

Doug Ryder
Bucks

Read More

Latest News

The vulnerability issue

December 12, 2017

Vital as it is to demonstrate compliance with the regulations on protecting vulnerable clients, writes Gary Kershaw, the FCA's guidelines really only formalise the warning signs advisers should be adept at reading.

Read more >

"Trouble finding an apprentice? Here's why"

December 06, 2017

Last week, we were informed of another stumbling block on the government’s disaster-filled path towards putting a viable apprenticeship funding plan in place.  

Read more >

"Enthusiasm, courage and goals lead to success"

November 27, 2017

By the time I left school at the age of 15, with no qualifications, I had been called a few choice names by my teachers and received many predictions about where my future lay.

Read more >

Staffcare relaunches as Zest and introduces cutting-edge employee benefits technology

November 22, 2017

Staffcare, one of the leading pioneers of the employee benefits market, today announced that it is relaunching its business as Zest and, simultaneously, launching its new benefits technology platform.

Read more >