Latest News & Blog

Learn the language of vulnerability

21 Sep 2020

We already knew that our Director of Compliance Services, Mark Greenwood, was fluent in regulation-ese, but today he's also giving a lesson on the language of vulnerability in the advice process.

How the EU capital adequacy regime will apply to those with DIM and DFM permissions

16 Sep 2020

Elaine Parkes of Signature Support - part of The SimplyBiz Group - explores capital requirements, ICAAP and the realities of being a DFM in a post-Brexit world. 

How to be a safe pair of hands for solicitor referrals

10 Sep 2020

With new rules coming into play for solicitor firms, Dave Seager, Managing Director of SIFA Professional, looks at how advice firms can best position themselves as a suitable option for client referrals.

Advisers continue to adapt to stay on the front foot

09 Sep 2020

Group Chairman, Ken Davy, discusses the use of virtual technology to increase the efficiency, effectiveness and profitability of advisers.

How can the 'matryoshka principle' help to future-proofing CIPs?

08 Sep 2020

Head of Business Consultancy, Karl Dines, explains why the ‘matryoshka principle’ is an important part of a forward-looking centralised investment proposition and outlines the issues of which advisers should be aware. 

Ceta joins SimplyBiz Mortgages' insurance panel

04 Sep 2020

We’re delighted to welcome Ceta Insurance to the panel!

Despite the challenges it faces, advice is more important than ever

03 Sep 2020

Industry veteran and Compliance First favourite, Jill Hamilton outlines some of the changes she's seen in the sector during her career so far, and explores why financial advice is as important as ever

The technology needed to run a DFM

02 Sep 2020

Elaine Parkes, Head of Proposition Development at Signature Support, part of The SimplyBiz Group, takes a deep dive into the area of tech considerations for DFM firms.

I'm reading: The Road to Huddersfield

01 Sep 2020

Ken Davy discusses the literary gem keeping him entertained during lockdown. 

Working Lunch: "It's more important than ever to look at PI well before renewal"

28 Aug 2020

In the latest Professional Adviser Working Lunch broadcast, Janice Laing, Richard Nuttall and Dan Russell discussed SM&CR, vulnerability, PI, tech and business efficiencies.