"A lot of the things we are doing today have been expedited by the current situation, but the foundations were already in place." Group Marketing Director, Richard Ardron, explores how advisers are adapting to the current climate.
Libby Holding, Legal Services Director of APS Legal & Associates, discusses to which clients blue-light IHT relief may apply, and in what circumstances.
As part of FT Adviser's guide to the use of adviser technology during the pandemic, our Managing Director of SimplyBiz Investment Services, Daniel Russell, discusses risk-profiling models and tools.
The SimplyBiz Group has reported a sharp increase in adviser adoption of its support around will-writing and estate planning services over the past two months.
Our Head of Pensions Technical, Keeley Paddon Dip PFS, summarises the key points around pension scheme contributions for furloughed staff, and sets out responses to a few of the most frequently asked questions from advisers
We are proud to announce that our Head of Pensions Technical, Keeley Paddon, has been named as a finalist in the 'Woman Of The Year - Retirement' category in the Professional Adviser Women in Financial Advice Awards.
Keeley was runner-up in this category last year, and we think it'll be another successful awards season for her in 2020!
The SimplyBiz Group has come up with a system that allows homeowners to give chartered surveyors a virtual tour of their home without breaching social distancing guidelines