Latest News & Blog

Ken Davy: Revised managers' regime will uncover 'reckless and criminal' firms Ken Davy: Revised managers' regime will uncover 'reckless and criminal' firms

28 Jul 2017

The Financial Conduct Authority’s extension of the senior managers’ regime will help weed out “reckless and criminal firms”, financial adviser support firm SimplyBiz Group says.

Ken Davy: "Good financial advice means more holiday cash" Ken Davy: "Good financial advice means more holiday cash"

26 Jul 2017

As you prepare for a well-earned summer break, I urge you to reflect upon some detailed research by ILC-UK into the value of financial advice, which has revealed that even those consumers who are just getting by can be more than £40,000 better off if they receive advice.

SimplyBiz launches new DB pension transfer bureau

25 Jul 2017

The SimplyBiz Group has launched a new DB pension transfer bureau in partnership with Creative Wealth Management.

The Matryoshka Principle, dolls and modelling your business

22 Jul 2017

In part one of his four part series, Karl Dines, Head of Business Consultancy and SimplyBiz, explores how the Matryoshka Principle can be translated in the advice process to create a robust business model.

A golden opportunity to recruit new advisers A golden opportunity to recruit new advisers

20 Jul 2017

It won’t be a revelation to anybody that the financial advice sector is in dire need of new blood in order to survive.

A balanced view A balanced view

20 Jul 2017

Ronnie Taylor of Scottish Widows sets out his views on FSCS funding below, with an introduction from Ken Davy.

Liz Coyle: Liberté! Fraternité! FCA! Liz Coyle: Liberté! Fraternité! FCA!

19 Jul 2017

Brexit means an awful lot is up in the air but, says Liz Coyle, it is worth summarising what we do know will be happening to UK financial services regulation over the next few years as a result of changes to EU legislation

Is it a duck? Or a swan? Is it a duck? Or a swan?

19 Jul 2017

I was always taught that if it looks like a duck, quacks likes a duck and swims like a duck, the chances are it is a duck, even if an expert tries to convince you it is a swan.

Liberté! Egalité! Regulatory! Liberté! Egalité! Regulatory!

19 Jul 2017

With MiFIID II, GDPR and IDD on the horizon, will UK firms be facing a REXIT (regulatory exit) or opening borders to EU legislation? 

Matt Timmins: Advisers are the trusted hands in a chaotic climate Matt Timmins: Advisers are the trusted hands in a chaotic climate

17 Jul 2017

There were many lessons to be learned from the General Election. However, one of the most prevalent is the amount of damage that can be caused when you embark on a campaign to establish a result of which you are not entirely sure.

Testimonials

“A great service all round”

Harry Moore
Harry Moore IFA

Read More

Latest News

Staffcare relaunches as Zest and introduces cutting-edge employee benefits technology

November 22, 2017

Staffcare, one of the leading pioneers of the employee benefits market, today announced that it is relaunching its business as Zest and, simultaneously, launching its new benefits technology platform.

Read more >

"FSCS funding should be fair and affordable"

November 17, 2017

Rather than making a knee-jerk rejection, the Association of British Insurers (ABI) should follow Aegon UK’s lead by focussing on fairness and affordability when considering the latest Financial Services Compensation Scheme (FSCS) funding proposals.

Read more >

"Self-employed should mind the protection gap"

November 13, 2017

The recent scary antics of Halloween were an appropriate backdrop for Scottish Widows to release the even more frightening results of a survey about the protection coverage of the UK’s self-employed. 

Read more >

"California dreaming on such a winter's day"

November 06, 2017

As the nights darken and the winter cold approaches, it is a good time to consider spending a few tax-deductible days in the Californian sunshine.

Read more >