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
Earl Shilton joins SimplyBiz Mortgages lender panel

Earl Shilton joins SimplyBiz Mortgages lender panel

09 September 2019

SimplyBiz Mortgages has announced that esbs has joined its lender panel with immediate effect. 

Advice Show line-up announced

Advice Show line-up announced

09 September 2019

More than 20 industry experts will take part in the upcoming Advice Show, taking place on the 16th of September. Read more about the star-packing line-up here. 

NMBA welcomes next cohort of paraplanner apprentices

NMBA welcomes next cohort of paraplanner apprentices

05 September 2019

NMBA has welcomed the second cohort to its Paraplanner Apprenticeship Programme.

Attracting new blood to adviser firms

Attracting new blood to adviser firms

27 August 2019

NMBA’s Richard Ardron discussed how apprenticeships can be an excellent stepping stone into the industry.

The importance of assessing mental capacity

The importance of assessing mental capacity

23 August 2019

With vulnerable clients, and those in later life, on the increase, Libby Holding of APS looks at key ways to assess mental capacity as part of the estate planning advice process. 

Conduct Rule breaches: Nowhere to run, nowhere to hide

Conduct Rule breaches: Nowhere to run, nowhere to hide

23 August 2019

If an employee leaves your firm before disciplinary action relating to a Conduct Rule breach is concluded, no-one needs to know - right? Wrong!

Contingency charging could hurt those who need advice the most

Contingency charging could hurt those who need advice the most

16 August 2019

SimplyBiz Group Joint CEO, Matt Timmins, talks about the unintended consequences of the FCA’s proposed ban on contingency charging and how it may impact access to advice and the adviser community. 

Defaqto shortlisted for industry award

Defaqto shortlisted for industry award

05 August 2019

Defaqto have been shortlisted for the ‘Leading independent planning tool provider’ in the UK Platform Awards 2019. 

What is the best way to sell or acquire a business?

What is the best way to sell or acquire a business?

01 August 2019

Joint Group CEO, Neil Stevens, discusses his six key steps to planning a successful acquisition or exit.