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
Ken Davy: "I don't think I'll ever retire in an absolute sense"

Ken Davy: "I don't think I'll ever retire in an absolute sense"

13 July 2020

Our Chairman, Ken Davy, spoke to Justin Cash, Editor of Money Marketing about the FSCS, regulation, the ethics of advice, maintaining good client outcomes, his experiences of more than 50 years in the sector AND being a double winner of the Outstanding Contribution to the Profession Award!

Don't put SM&CR on the back burner

Don't put SM&CR on the back burner

10 July 2020

Richard Nuttall, director of compliance policy at The SimplyBiz Group, said the regulator's "sympathetic approach" to those firms affected by the coronavirus was to be applauded, but warned the extension was not a "concession for all firms to delay their fit and proper assessments"

Congratulations Ken!

Congratulations Ken!

09 July 2020

We were absolutely delighted to see our Chairman, Ken Davy, named as the recipient of the Outstanding Contribution to the Profession award at the Money Marketing Awards yesterday.

Make CIP your superhero!

Make CIP your superhero!

09 July 2020

Our very own Clark Kent of consultancy, Karl Dines, battles some misconceptions around centralised investment processes in this article, and reveals how CIP can become a superhero for advice firms.

SimplyBiz Group launches new exit and acquisition solution

SimplyBiz Group launches new exit and acquisition solution

07 July 2020

The SimplyBiz Group has announced the launch of a ground-breaking acquisition and exit solution, Horizon, designed exclusively for its Member and Client Firms.

Paragon buy-to-let range added to SimplyBiz Mortgages panel

Paragon buy-to-let range added to SimplyBiz Mortgages panel

03 July 2020

SimplyBiz Mortgages CEO, Martin Reynolds, commented “Now more than ever, it’s vital that advisers and brokers have access to a wide range of high-quality products, and I am committed to further enhancing and growing the panel wherever I feel we can add value to our membership. ”

Running an in-house investment committee

Running an in-house investment committee

02 July 2020

Elaine Parkes, Head of Proposition Development at Signature, takes a deep dive into how to run an in-house investment committee.

80% of advisers want a mix of face-to-face and virtual events in the future

80% of advisers want a mix of face-to-face and virtual events in the future

02 July 2020

We're delighted to be able to offer a hybrid events programme for the rest of 2020, delivering what over 80% of our membership told us they wanted.  Our virtual event programme is already in full swing and we hope to be back on the road with Investment Forums from September.

Why considering mental health is essential to estate planning

Why considering mental health is essential to estate planning

26 June 2020

In this article, Libby Holding, Legal Services Director of APS Legal, takes a look at the vital issue of mental health in estate planning