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
Working Lunch: "It's more important than ever to look at PI well before renewal"

Working Lunch: "It's more important than ever to look at PI well before renewal"

28 August 2020

In the latest Professional Adviser Working Lunch broadcast, Janice Laing, Richard Nuttall and Dan Russell discussed SM&CR, vulnerability, PI, tech and business efficiencies. 

Zephyr Homeloans join SimplyBiz Mortgages lender panel

Zephyr Homeloans join SimplyBiz Mortgages lender panel

27 August 2020

SimplyBiz Mortgages has announced the addition of buy-to-let (BTL) lender Zephyr Homeloans to its panel with immediate effect.

Get prepared for the SM&CR deadline

Get prepared for the SM&CR deadline

26 August 2020

"Virtual conversations and working digitally are now very much part of the ‘new normal' and employing them in your processes could help you be ready to meet the SM&CR December deadline." Janice Laing, Managing Director of Compliance First – part of The SimplyBiz Group, talks about the practical aspects of preparing for the upcoming SM&CR deadline.

Autumn events programme announced

Autumn events programme announced

24 August 2020

We're delighted to announce details of our autumn events programme, featuring investment forums, intergenerational advice workshops and compliance clinics, as well as technology surgeries.

Working Lunch: When it comes to vulnerable customers 'all circumstances are different'

Working Lunch: When it comes to vulnerable customers 'all circumstances are different'

21 August 2020

No circumstances are the same with vulnerable customers, even if their situations are similar, Compliance First managing director Janice Laing told delegates at PA's latest virtual Working Lunch webinar.  Click here to watch the event in full. 

Working Lunch: 'Technology is merely the tool to deliver a robust business'

Working Lunch: 'Technology is merely the tool to deliver a robust business'

21 August 2020

Technology is merely a tool to help to run an advisory business, and should support the processes advisers already have in place, according to SimplyBiz Group investment service managing director Dan Russell at the second series of Working Lunches hosted by Professional Adviser on Thursday (20 August).

LiveMore Capital joins the SimplyBiz Mortgages panel

LiveMore Capital joins the SimplyBiz Mortgages panel

20 August 2020

SimplyBiz Mortgages is delighted to welcome RIOM specialist LiveMore Capital to its lender panel. 

Estate planning considerations when using a surrogate

Estate planning considerations when using a surrogate

14 August 2020

APS Legal & Associates’ Libby Holding, explores an important, but rarely discussed area in this article, as she asks what bearing surrogacy can have on estate planning

How to meet the FCA's governance requirements

How to meet the FCA's governance requirements

12 August 2020

In this special feature, Elaine Parkes of Signature takes a deep dive into the world of regulatory governance for DFMs and wealth managers