Latest News & Blog

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.

"The thorny issue of picking a finance body name" "The thorny issue of picking a finance body name"

02 Mar 2017 Ken Davy

In Romeo and Juliet, Shakespeare wrote the immortal line: “A rose by any other name would smell as sweet.”  

Testimonials

“We have nothing but praise for the entire team at SimplyBiz. With their guidance we were able to go directly authorised and are so glad we did, as we have never looked back. The service we receive is impeccable and our business receives great value for money.”

Chris Pratt
Nottingham

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Latest News

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

June 16, 2017

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

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

June 15, 2017

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. 

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Keeley Paddon: Considerations for a positive DB transfer recommendation - Part 2

June 08, 2017

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

June 06, 2017

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

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