News, view & insights

The SimplyBiz Group regularly produces thought leadership editorials, press releases covering breaking news from the Group and commentary on key industry issues. You can keep up with all our news and views through our LinkedIn and Twitter pages, or catch up with a range of topical recent stories below.

Ken Davy Weekly Blog, FT Adviser
Liz Coyle: Your Senior Managers & Certification Regime refresher

Liz Coyle: Your Senior Managers & Certification Regime refresher

17 May 2018

Liz Coyle, Compliance Policy Manager for The SimplyBiz Group, recaps the key aspects of next year's big rules change.

SimplyBiz Group's Centra investment system has attracted 1500 users

SimplyBiz Group's Centra investment system has attracted 1500 users

14 May 2018

Dan Russell, MD of SimplyBiz Investment Services, expresses his delight with the speed and enthusiasm with which Centra, the end-to-end investment service, has been embraced by advisers.

PA360: Financial advice faces recruitment 'double challenge'

PA360: Financial advice faces recruitment 'double challenge'

08 May 2018

Tom Hegarty, Managing Director of NMBA, considers the current challenges facing recruitment into financial advice given the decline of the traditional entry points.

The SimplyBiz Group to host mortgage focused Advice Show

The SimplyBiz Group to host mortgage focused Advice Show

04 May 2018

The SimplyBiz Group will host a mortgages, GI and protection focussed online broadcast of The Advice Show, from 10.30am on Monday 14 May.

Keeping client relationships strong

Keeping client relationships strong

24 April 2018

Tom Hegarty, Managing Director of NMBA, looks at how advisers can keep in touch with their clients in between scheduled reviews.

SimplyBiz Mortgages adds InterBay to panel

SimplyBiz Mortgages adds InterBay to panel

23 April 2018

SimplyBiz Mortgages has added InterBay Commercial to its specialist lender panel.

SimplyBiz members now have access to commercial and semi-commercial lending, buy-to-let and HMO, and bridging loans.

New data rules risk triggering claims industry

New data rules risk triggering claims industry

13 April 2018

Mark Greenwood, Group Regulatory Policy Manager, acknowledges the new rules in GDPR, but adds some useful context for advisers.

Understanding what makes a good advice process

Understanding what makes a good advice process

10 April 2018

Dan Russell, Managing Director of SimplyBiz Investment Services, looks at how to make the most of all your client interactions and how the 'first meeting' may no longer be a  potential customer's first impression.

SimplyBiz Mortgages adds The Melton to panel

SimplyBiz Mortgages adds The Melton to panel

09 April 2018

SimplyBiz Mortgages has added The Melton Building Society and its subsidiary MBS Lending to its lender panel.