Latest News & Blog

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

Finalists in the 2020 Professional Adviser Awards!

05 Dec 2019

The SimplyBiz Group is delighted to be named as a finalist in the ‘Best support services for advisers’ category at the 2020 Professional Adviser Awards! 

SimplyBiz Group training manager gets top marks in PFS Fellowship exam

03 Dec 2019

Michael Pashley, the SimplyBiz Group training and knowledge manager, has won the annual award for achieving top grades in the CII’s highest level of qualification.

SimplyBiz Group selected as will writing partner for The Nottingham

28 Nov 2019

APS Legal & Associates, part of The Simply Biz Group, has today announced a partnership with Nottingham Building Society to provide all aspects of estate planning to members across The Nottingham’s network of over 60 branches across nine counties

FT Adviser podcast: Nowhere to hide from SM&CR

22 Nov 2019

Group Training Manager, Michael Pashley, joins the FT Adviser podcast to discuss what advisers need to know about the upcoming regulation. 

Mark Greenwood: A final checklist for the SM&CR

21 Nov 2019

With the number of days left until the implementation of the Senior Managers and Certification Regime (SM&CR) nearing single figures, SimplyBiz Group's Mark Greenwood, rounds up everything that advice firms should have considered.