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
SimplyBiz Mortgages Head of Strategic Development, Richard Merrett, spoke to FT Adviser about market innovation in part of its comprehensive guide to later life lending.
The guide, which was produced by the Group’s New Model Business Academy and sponsored by Aviva, Royal London and Zurich, is designed to help young people understand more about the basics of finance – including borrowing, savings, tax and more.
CEO of SimplyBiz Mortgages, Martin Reynolds, on why variety and innovation in valuations are so vital to the sustainability of the sector
With the FCA planning to allow firms to access GABRIEL and Connect through one new platform, Alexander McGregor, compliance policy manager, produced a step-by-step guide to how this will work in practice.
We were delighted to launch our Vulnerable Clients Hub, offering a breadth of resources and support around this vitally important area for advisers and brokers. We'll be developing this area of the site significantly in coming months, but you can read more here.
On 11 June, our Joint CEO, Neil Stevens, joined Intelliflo’s Nick Eatock and FT Adviser’s Rachel Mortimer to discuss developing adviser tech. The event covered outsourcing, encryption, the regulator's approach to virtual meetings and much more.