Latest News & Blog

Digital support for an adapting market

02 Jun 2020

"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.

Exploring Inheritance Tax Relief for emergency workers

01 Jun 2020

Libby Holding, Legal Services Director of APS Legal & Associates, discusses to which clients blue-light IHT relief may apply, and in what circumstances.

Advisers buoyant amid global stock market volatility

28 May 2020

Featuring some sage words on cashflow management from our Joint CEO, Matt Timmins.

How effective are risk-profiling tools?

28 May 2020

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.

SimplyBiz Group sees interest in will-writing support rocket

26 May 2020

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.

Is there a way for a will in lockdown?

20 May 2020

Ken Davy's latest column looks at the challenges facing those making - or changing - a will whilst in lockdown.

Guidance provided around the Senior Managers & Certification Regime during COVID19

19 May 2020

A look at the regulator’s guidance in this rapidly developing area.    

Exploring pension scheme contributions for furloughed staff

11 May 2020

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

More Women in Financial Advice Awards finalists announced

06 May 2020

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!

Could virtual property valuations become the new normal?

06 May 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