Latest News & Blog

"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.

'Platforms should contribute to FSCS levy' - Ken Davy 'Platforms should contribute to FSCS levy' - Ken Davy

06 Apr 2017 Ken Davy

Ken Davy has called on platforms to contribute to the Financial Services Compensation Scheme's (FSCS) levy alongside advisers, in response to the regulator's consultation on the scheme's funding system.

Davy: providers should pay lion's share of FSCS fees Davy: providers should pay lion's share of FSCS fees

05 Apr 2017 Ken Davy

Product providers should contribute most of the running costs of the Financial Services Compensation Scheme, Ken Davy has said.

"'Steady as she goes' is best form of financial advice" "'Steady as she goes' is best form of financial advice"

05 Apr 2017 Ken Davy

Now that Theresa May has formerly triggered Article 50, are we going to make a dog’s breakfast of Brexit or can we look forward to dining at the Ritz?

Keeley Paddon: Top of the QROPS Keeley Paddon: Top of the QROPS

04 Apr 2017

Keeley Paddon outlines the practicalities advisers need to consider in the wake of the changes to the tax treatment of QROPS transfers outlined in last month's Spring Budget

NMBA gets apprenticeship approval from Skills Funding Agency NMBA gets apprenticeship approval from Skills Funding Agency

03 Apr 2017

SimplyBiz Group's not-for-profit training and development division has received direct accreditation from the Government's Skills Funding Agency to provide apprenticeship training.

A day in the life of... your client A day in the life of... your client

27 Mar 2017 Richard Ardron

Simply by changing your website you can tap into changing consumer behaviour...

"To boldly go where no robot has gone before" "To boldly go where no robot has gone before"

20 Mar 2017 Ken Davy

I am sure Star Trek would have flopped had it just been a bunch of robots exploring the galaxies; it needed great characters to bring it alive for its followers.

Nearly half of advisers think clients are being overcharged, survey finds Nearly half of advisers think clients are being overcharged, survey finds

15 Mar 2017 Tom Hegarty

Almost half of advisers think that some clients are overpaying for the value of service they receive, according to a survey conducted by SimplyBiz's New Model Business Academy (NMBA).

"Singing loudly over FSCS funding consultation" "Singing loudly over FSCS funding consultation"

10 Mar 2017 Ken Davy

In 1959, It’s Now or Never was a massive hit for Elvis Presley, selling more than 5m records and it is no exaggeration to say that it is now or never for you to have your say on how the FSCS is funded.

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Latest News

"A princely way of looking at succession issues"

October 04, 2017

Seeing all the stories about Prince George starting school set me thinking about longevity and business succession issues for financial advisers.

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"Providers must allow tax deductible advice"

September 28, 2017

Knock, knock. Are you there? More importantly, are you listening?
I ask this question because of the enormous opportunities the current market is presenting for each and every adviser, whether working within a large firm or a one-person practice, as an independent adviser or restricted.

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Fos report is a dollop of gruel for advisers

September 19, 2017

Cold porridge and cold comfort have a lot in common: such meagre offerings do not come close to being satisfying.

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Adviser Landscape

September 14, 2017

SimplyBiz Group Chairman, Ken Davy, gives us his unique perspective on the biggest industry issues of recent months.

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