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
What can we learn from the FCA's equity release review?

What can we learn from the FCA's equity release review?

10 August 2020

As the Financial Conduct Authority concludes its review into equity release advice, our compliance policy manager, Sandy McGregor, explores what lessons can be learned from the regulator’s findings. 

Beware the reputational risk of not making the referral

Beware the reputational risk of not making the referral

06 August 2020

In this article, Managing Director of SIFA Professional, Dave Seager, discusses why now is the perfect time for financial advisers to assist their solicitor connections.

Acquisition market sees new growth

Acquisition market sees new growth

06 August 2020

Alex Morley of our new Horizon proposition discusses the shape of the acquisition market for advisers, and how to ensure that clients receive a continuation of high-quality, independent, advice

To CRP or not to CRP? That is the question...

To CRP or not to CRP? That is the question...

05 August 2020

Our Head of Business Consultancy, Karl Dines, takes a look at why PROD is so flexible, and how it can futureproof both your CIP and - the new kid on the block - your CRP.

SimplyBiz Group partners with Wealth Holdings to provide specialist acquisition support

SimplyBiz Group partners with Wealth Holdings to provide specialist acquisition support

03 August 2020

We have partnered with a mergers and acquisitions specialist to support its new Horizon service, which provides support for advice firms on both sides of the acquisition process.

What are the new rules on making wills using video-conferencing?

What are the new rules on making wills using video-conferencing?

29 July 2020

The Ministry of Justice (MoJ) has finally announced that video-conferencing can now be used for the witnessing of wills, and in this article, Libby Holding of APS Legal & Associates explores the processes and potential pitfalls of the new rules.

SimplyBiz Mortgages launches summer 'Festival of Learning'

SimplyBiz Mortgages launches summer 'Festival of Learning'

28 July 2020

In keeping with the festival theme, the events will be broken down into four key areas and hosted on various ‘stages’; MemberFest: Nichebusters, the Golden Years Stage, the Mutuality Matters Zone and the Complex Chill Out Area.

Lasting Power of Attorneys in a time of Covid-19

Lasting Power of Attorneys in a time of Covid-19

22 July 2020

Scarlett Musson of APS Legal & Associates writes about why the importance of Lasting Power of Attorneys should never be underestimated, especially during times like these.

SimplyBiz Mortgages adds Stafford Railway Building Society to panel

SimplyBiz Mortgages adds Stafford Railway Building Society to panel

22 July 2020

We're delighted to welcome Stafford Railway Building Society to the SimplyBiz Mortgages panel.  We're going full steam ahead when it comes to offering a wide range of solutions to our Members and their clients!