Latest News & Blog

"How to stay determined and focused in 2018" "How to stay determined and focused in 2018"

17 Jan 2018

Elvis Presley famously coined the phrase “taking care of business” to ensure that, despite the limelight and hysteria surrounding his success, he and his team never lost sight of the importance of doing a good job, efficiently and profitably.

SimplyBiz launches referral service for advisers

31 Jan 2018
The SimplyBiz Group has launched a referral service that allows advisers to access a range of third party solutions in estate planning, care fee planning and commercial insurance.

SimplyBiz to launch end-to-end investment advice system

19 Jan 2018

SimplyBiz Group is to launch an end-to-end financial planning system, Centra, to provide support to advisers throughout the investment advice process.

"Product providers can help reduce the FSCS levy" "Product providers can help reduce the FSCS levy"

24 Jan 2018

I make no apology for returning to the subject of the Financial Services Compensation Scheme (FSCS), as the deadline for responding to the Financial Conduct Authority's (FCA) consultation paper is the end of January.

Adam Tyler to lead new trade body FIBA

15 Jan 2018

The Financial Intermediary & Broker Association, which evolve from the Association of Bridging Professionals, has appointed Adam Tyler as its Chairman.

 

"It's time to put pen to paper on the FSCS levy" "It's time to put pen to paper on the FSCS levy"

10 Jan 2018

The first thing I want to highlight is the opportunity you have right now to help stop the grotesque injustice of the current system of Financial Services Compensation Scheme (FSCS) funding.

SimplyBiz launches provider-backed referral service

09 Jan 2018

Support services provider SimplyBiz has launched a referral service for its members to help them with retirement planning, equity release and care funding.

SimplyBiz launches GDPR hub for advisers

08 Jan 2018

SimplyBiz has launched a hub for advisers to help them meet the requirements of the incoming General Data Protection Regulation (GDPR).

SimplyBiz chair blasts 'disgraceful injustice' of FSCS levy SimplyBiz chair blasts 'disgraceful injustice' of FSCS levy

05 Jan 2018

SimplyBiz chair Ken Davy has upped his criticism of Financial Services Compensation Scheme funding after the lifeboat fund announced another additional fee call.

View from the top... View from the top...

09 Jan 2018

With nearly five decades of experience in the financial services sector, SimplyBiz Group Chairman, Ken Davy, provides a unique perspective on the advisory landscape. In this edition of Adviser Today, Ken gives us his view on the FCA’s recent Paper on the ageing population, and why he feels this piece of research is so important. 

Testimonials

"Still as good as when we first joined SimplyBiz, staff are always approachable, knowledgeable and friendly. Uncle Ken Davy is still a God in my opinion!"

Wayne Bedford
Brant Financial

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Latest News

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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Understanding what makes a good advice process

April 10, 2018

Dan Russell, Managing Director of SimplyBiz Investment Services, looks at how to make the most of all your client interactions and how the 'first meeting' may no longer be a  potential customer's first impression.

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