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
Adviser technology Q&A

Adviser technology Q&A

11 June 2020

On 11 June, our Joint CEO, Neil Stevens, joined Intelliflo’s Nick Eatock and FT Adviser’s Rachel Mortimer to discuss developing adviser tech. The event covered outsourcing, encryption, the regulator's approach to virtual meetings and much more, and you can catch-up with the whole event here.

What's the latest in the FCA's review of DB transfers?

What's the latest in the FCA's review of DB transfers?

09 June 2020

Richard Nuttall takes a look at an interesting report recently published by the Complaints Commissioner.

SimplyBiz Group receives over 4,500 bookings for virtual event programme

SimplyBiz Group receives over 4,500 bookings for virtual event programme

04 June 2020

The SimplyBiz Group has seen a huge take-up to its new virtual event programme, which went live in May, receiving over 4,500 bookings to date.

Digital support for an adapting market

Digital support for an adapting market

02 June 2020

"A lot of the things we are doing today have been expedited by the current situation, but the foundations were already in place." Group Marketing Director, Richard Ardron, explores how advisers are adapting to the current climate.

Exploring Inheritance Tax Relief for emergency workers

Exploring Inheritance Tax Relief for emergency workers

01 June 2020

Libby Holding, Legal Services Director of APS Legal & Associates, discusses to which clients blue-light IHT relief may apply, and in what circumstances.

How effective are risk-profiling tools?

How effective are risk-profiling tools?

28 May 2020

As part of FT Adviser's guide to the use of adviser technology during the pandemic, our Managing Director of SimplyBiz Investment Services, Daniel Russell, discusses risk-profiling models and tools.

Advisers buoyant amid global stock market volatility

Advisers buoyant amid global stock market volatility

28 May 2020

Featuring some sage words on cashflow management from our Joint CEO, Matt Timmins.

SimplyBiz Group sees interest in will-writing support rocket

SimplyBiz Group sees interest in will-writing support rocket

26 May 2020

The SimplyBiz Group has reported a sharp increase in adviser adoption of its support around will-writing and estate planning services over the past two months.

Guidance provided around the Senior Managers & Certification Regime during COVID19

Guidance provided around the Senior Managers & Certification Regime during COVID19

19 May 2020

A look at the regulator’s guidance in this rapidly developing area.