There are 4 item(s) tagged with the keyword "SimplyBiz".

Displaying: 1 - 4 of 4

1. SimplyBiz launches new DB pension transfer bureau

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

Tags: SimplyBiz, DB
2. Make your 'happy' new year come true in 2017

Happy New Year? The question is, how happy and successful is 2017 really going to be for you?  

Tags: SimplyBiz, Ken Davy
By Ken Davy
3. "Seismic events leave path unclear"

Looking back to this time last year, we were all aware that, following David Cameron's somewhat surprising overall victory in the General Election, we would have a referendum on Britain's membership of the European Union, and that in the US they would be voting for a new president.

Tags: SimplyBiz, Ken Davy
By Ken Davy
4. Why SimplyBiz's chair thinks the FCA is bringing consultation into disrepute
Tags: SimplyBiz, FCA

Displaying: 1 - 4 of 4

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David O’Leary DipPFS
Primary Wealth Limited 

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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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