Latest News & Blog

"PI insurance is no magic wand for FSCS funding" "PI insurance is no magic wand for FSCS funding"

31 Jan 2017 Ken Davy

Sometimes it can be useful to mix metaphors in order to make a point and, in the case of the FCA’s current review of the FSCS funding, I believe it is absolutely essential.

Keeley Paddon: Pension scam cold-callers - we've got your number Keeley Paddon: Pension scam cold-callers - we've got your number

19 Jan 2017

For far too long, says Keeley Paddon, cold-callers and pension scams have been a blight on the pensions sector and it is good to see the authorities finally appear to be grasping the nettle

"Providers can help cull Mickey Mouse products" "Providers can help cull Mickey Mouse products"

18 Jan 2017 Ken Davy

When I picked up my recent copy of Financial Adviser, I thought I must have slept through a few months and woken up on 1 April.  

'A substantial step forward': How FSCS bills could fall by over 60% 'A substantial step forward': How FSCS bills could fall by over 60%

13 Jan 2017

Advisers could see their Financial Services Compensation Scheme contributions cut by as much as 66 per cent under options set out in the FCA’s consultation on overhauling the scheme’s funding.

Make your 'happy' new year come true in 2017 Make your 'happy' new year come true in 2017

12 Jan 2017 Ken Davy

Happy New Year? The question is, how happy and successful is 2017 really going to be for you?  

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

06 Jan 2017 Richard Ardron

There are a lot of new companies coming to market looking to service your clients – most are getting it wrong, but they will disturb, so now is the time to look at how you could enhance what you currently offer.

SimplyBiz hosts second seasonal showcase SimplyBiz hosts second seasonal showcase

03 Jan 2017

SimplyBiz Mortgages has announced its second whole of market ‘Seasonal Showcase’ event will take place at the end of January 2017.

Tackling the crisis in adviser recruitment Tackling the crisis in adviser recruitment

28 Dec 2016 Tom Hegarty

For at least the past decade, there has been a growing awareness that the financial services sector is facing a seemingly unsolvable problem: there are fewer advisers joining the industry than there are leaving.

Liz Coyle: Social working? Liz Coyle: Social working?

22 Dec 2016 Liz Coyle

The regulator has confirmed it wants to see the market for social investment develop in a way that provides appropriate consumer protection. Liz Coyle takes a close look at what this could mean for advisers.

"Seismic events leave path unclear" "Seismic events leave path unclear"

15 Dec 2016 Ken Davy

Looking back to this time last year, we were all aware that, following David Cameron's somewhat surprising overall victory in the General Election, we would have a referendum on Britain's membership of the European Union, and that in the US they would be voting for a new president.

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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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