Latest News & Blog

Generation game: What are advice firms looking for in potential recruits?

04 Jul 2017

Brains, a willingness to learn and the desire to work as part of a team are key qualities firms are looking for as they seek to identify the next generation of financial advisers, writes Hannah Godfrey.

"Scottish Widows addresses FSCS funding issue" "Scottish Widows addresses FSCS funding issue"

28 Jun 2017

As regular readers of this column will know, I have campaigned for more than two decades for the regulator to radically change how the FSCS is funded.

The new HMRC Trust Registration Service - what advisers need to know The new HMRC Trust Registration Service - what advisers need to know

16 Jun 2017

The new HMRC Trust Registration Service - what advisers need to know

"Treat all those you care for with love while you can" "Treat all those you care for with love while you can"

15 Jun 2017 Ken Davy

As this is my first column for about seven weeks it will be a very personal one and I would like to start by thanking the many hundreds of financial advisers and others in our great profession who have sent messages of condolence and support to me on the sudden loss of my beloved wife, Jennifer. 

NMBA - How Govt's apprentice funding freeze risks the future of advice NMBA - How Govt's apprentice funding freeze risks the future of advice

06 Jun 2017

Existing training providers have seen their funding slashed while advice firms have to wait longer to register their employees for apprenticeship schemes.

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.

Testimonials

“Just a quick note to say how amazed I have been at the calibre of your team at SimplyBiz. Since I signed up with you, they have been outstanding in every area. Prior to joining, I really did not trust a single individual in this industry but the facts are that SimplyBiz have delivered far more than they promised and come across as sincere and genuine. It really has been refreshing to work with people who are experienced and capable of running beyond the tape”

Owen Wintersgill
Byfleet

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Latest News

The shot in the arm that financial advice needs

April 25, 2018

I was invited to say a few words last week to the first group of 16 apprentices, beginning their two-year journey to becoming fully-fledged financial advisers through the New Model Business Academy’s Apprenticeship Programme.

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SimplyBiz Mortgages adds InterBay to panel

April 23, 2018

SimplyBiz Mortgages has added InterBay Commercial to its specialist lender panel.

SimplyBiz members now have access to commercial and semi-commercial lending, buy-to-let and HMO, and bridging loans.

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New data rules risk triggering claims industry

April 13, 2018

Mark Greenwood, Group Regulatory Policy Manager, acknowledges the new rules in GDPR, but adds some useful context for advisers.

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"30 years on, the principal still carries the can"

April 11, 2018

Ken Davy considers the future of networks given recent court rulings on who carries liability for the actions of Appointed Representatives.

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