Latest News & Blog

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.

"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.

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.

"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.

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"

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.

GDPR – the dawn of a new era in data security and usage

09 Jan 2018

As you are no doubt aware, the General Data Protection Regulation (GDPR) was first introduced in April 2016 by the Information Commissioner’s Office (ICO) and the new regulation must be adopted by every UK firm that handles personal data by the 25th of May 2018.

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. 

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).