Our Chairman, Ken Davy, spoke to Justin Cash, Editor of Money Marketing about the FSCS, regulation, the ethics of advice, maintaining good client outcomes, his experiences of more than 50 years in the sector AND being a double winner of the Outstanding Contribution to the Profession Award!
Richard Nuttall, director of compliance policy at The SimplyBiz Group, said the regulator's "sympathetic approach" to those firms affected by the coronavirus was to be applauded, but warned the extension was not a "concession for all firms to delay their fit and proper assessments".
We were absolutely delighted to see our Chairman, Ken Davy, named as the recipient of the Outstanding Contribution to the Profession award at the Money Marketing Awards yesterday
Our very own Clark Kent of consultancy, Karl Dines, battles some misconceptions around centralised investment processes in this article, and reveals how CIP can become a superhero for advice firms.
The SimplyBiz Group has announced the launch of a ground-breaking acquisition and exit solution, Horizon, designed exclusively for its Member and Client Firms.
SimplyBiz Mortgages CEO, Martin Reynolds, commented “Now more than ever, it’s vital that advisers and brokers have access to a wide range of high-quality products, and I am committed to further enhancing and growing the panel wherever I feel we can add value to our membership.”
We're delighted to be able to offer a hybrid events programme for the rest of 2020, delivering what over 80% of our membership told us they wanted. Our virtual event programme is already in full swing and we hope to be back on the road with Investment Forums from September.
After the Covid-19 crisis has passed there is going to be a huge rise in demand for financial advice, but are advisers going to be able to cope? They will, says SimplyBiz Group Chairman Ken Davy, if they are ready to learn the lessons from almost 50 years ago.
In this article, Libby Holding, Legal Services Director of APS Legal, takes a look at the vital issue of mental health in estate planning