Latest News & Blog

FCA opens 2020 with 'Dear CEO' letter

30 Jan 2020

Ken Davy discusses the regulator’s latest communication and hopes that it will see more protection for both consumers and advisers. 

SM&CR: Ensure your employees are Fit and Proper

28 Jan 2020

Mark Greenwood of The SimplyBiz Group takes a look at the practicalities and application of the FCA’s Fit and Proper requirements

How can estate planning help tackle care fees?

21 Jan 2020

Against the background of an ageing population - and an increasing awareness of the fact that more people are requiring care - the issue of residential care fees is often at the forefront of clients' minds.

Pension switching module added to SimplyBiz Group's Centra system

15 Jan 2020

The new functionality allows advisers to compare multiple pension switching scenarios, including partial switches.


SimplyBiz Group announces new brand for surveying arm

09 Jan 2020

The SimplyBiz Group has announced this morning that it has united its three surveying arms – Gateway, Landmark and Sonas – into a new brand; Gateway Surveyors.

Embracing technology in 2020 will lead to happier clients

02 Jan 2020

Embracing technology such as Facetime next year will lead to happier clients and increased success for advisers, Ken Davy has predicted

Putting the fun into functions

02 Jan 2020

Mark Greenwood looks at the mechanics of changing roles and Senior Manager functions under the new regime

From pole position to pole dancing!

02 Jan 2020

The secret lives of advisers revealed.

The Good, Bad And Ugly Of 2019

11 Dec 2019

Read about Ken Davy’s views on the highlights and low points of the past twelve months in the world of advice. 

Designating SM&CR roles

06 Dec 2019

An in-depth look at the differences between senior managers and certified persons