Latest News & Blog

"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.

'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.

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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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