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


"I am writing to say how pleased I am with all aspects of your provision, from the guidance through the novation process to my initial compliance visit. Anyone who is able to make a 6 1/2 hour detailed compliance assessment both interesting and enjoyable must be quite exceptional!"

Dr David Carter APFS

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Latest News

SimplyBiz Mortgages unveils portfolio review facility with Uinsure

March 22, 2018

In conjunction with Uinsure, SimplyBiz Mortgages has launched a portfolio review service for its members.

To use the new service, members send an email across to a dedicated email address (containing their client’s buy-to-let portfolio and current insurance renewal dates) and one of Uinsure’s regional development managers will contact them to outline the general insurance options available.

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Tom Hegarty and Ian McKenna confirmed to speak at PA360

March 16, 2018

Tom Hegarty of the New Model Business Academy and Ian McKenna of TRC are among the latest personalities confirmed as speakers at Professional Adviser's inaugural PA360 event next month.

Taking place at The Brewery in central London on 24 April, this exciting all-day event will offer a comprehensive 360-degree view of financial advice, with an unmissable line-up of dynamic speakers.


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"Waving the flag for the future of financial advice'

March 14, 2018

Helping young people grow and develop their careers is a responsibility I believe falls to us all. The recent National Apprenticeship Week, offered an opportunity to not only promote the option of apprenticeships to young people and employers, but also to celebrate the positive impact these schemes have already achieved.

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SimplyBiz Mortgages adds Masthaven to panel

March 12, 2018

Masthaven is the latest lender to join SimplyBiz Mortgages' lender panel.

From today, all SimplyBiz Mortgages members will have direct access to Masthaven’s specialist residential product range and will be able to offer the bank’s first and second charge lending products.

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