Latest News & Blog

There are 3 item(s) tagged with the keyword "Pension Freedom".

Displaying: 1 - 3 of 3

1. Government must help meet the needs of the elderly

Being able to congratulate the FCA, while not by any means a first, is not something I am able to do regularly.

Tags: Pension Freedom
By Ken Davy
2. "A princely way of looking at succession issues"

Seeing all the stories about Prince George starting school set me thinking about longevity and business succession issues for financial advisers.

Tags: Pension Freedom
By Ken Davy
3. Adviser Landscape

SimplyBiz Group Chairman, Ken Davy, gives us his unique perspective on the biggest industry issues of recent months.

Tags: Pension Freedom, Ken Davy
By Ken Davy

Displaying: 1 - 3 of 3

Testimonials

"I wanted to put on the record how grateful we are for the support, advice and help we have received from our application manager, Tim Prest, and all the team at SimplyBiz.  If we've ever made one absolutely, 100% correct business decision, never to be questioned or re-considered (even with the benefit of hindsight) - employing the services of your firm would be it!"

Chris Lee
Lee Financial Planning

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Latest News

"30 years on, the prinicpal 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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SimplyBiz Mortgages adds The Melton to panel

April 09, 2018

SimplyBiz Mortgages has added The Melton Building Society and its subsidiary MBS Lending to its lender panel.

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SimplyBiz enters Aim market at 170p a share

April 04, 2018

The SimplyBiz Group successfully entered the AIM market at 8am on Wednesday 4 April 2018.

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