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.

Does your tech help your CIP and CRP?

Does your tech help your CIP and CRP?

12 October 2020

SimplyBiz Group Head of Business Consultancy, Karl Dines, writes here about how to check, and ensure your tech is supporting your CIP and CRP in a way which will make your business more efficient and keep your clients and the regulator happy.

SimplyBiz Group named second in the Kirklees Top 100 Business Listings

SimplyBiz Group named second in the Kirklees Top 100 Business Listings

08 October 2020

The SimplyBiz Group has been placed second in the recently announced Kirklees Top 100 Business Listings.  This prestigious ranking is a joint venture between University of Huddersfield, Kirklees Council, The Huddersfield Examiner, and the 3M Buckley Innovation Centre (3M BIC).

Your two month plan to SM&CR fitness!

Your two month plan to SM&CR fitness!

08 October 2020

In this article, our Director of Compliance Services, Mark Greenwood steps on to the metaphorical regulatory treadmill to explain how firms can get ship-shape ahead of the SM&CR 'fit and proper' deadline which is just two months away.

The changes of suitability for ESG investing

The changes of suitability for ESG investing

07 October 2020

In this podcast, SimplyBiz Group Director of Compliance Services, Mark Greenwood, joins Royal London’s senior investment development and technical manager, Ryan Medlock, to discuss how suitability processes need to change in order to apply to the growing ESG sector.

SimplyBiz Group partners with Wealthify to offer access to a low fee digital investment solution for members

SimplyBiz Group partners with Wealthify to offer access to a low fee digital investment solution for members

22 September 2020

The SimplyBiz Group and Wealthify have announced a new partnership, with SimplyBiz members now able to access Wealthify’s online investment service to help meet client demand for digital solutions.

Learn the language of vulnerability

Learn the language of vulnerability

21 September 2020

We already knew that our Director of Compliance Services, Mark Greenwood, was fluent in regulation-ese, but today he's also giving a lesson on the language of vulnerability in the advice process.

How the EU capital adequacy regime will apply to those with DIM and DFM permissions

How the EU capital adequacy regime will apply to those with DIM and DFM permissions

16 September 2020

Elaine Parkes of Signature Support - part of The SimplyBiz Group - explores capital requirements, ICAAP and the realities of being a DFM in a post-Brexit world. 

How to be a safe pair of hands for solicitor referrals

How to be a safe pair of hands for solicitor referrals

10 September 2020

With new rules coming into play for solicitor firms, Dave Seager, Managing Director of SIFA Professional, looks at how advice firms can best position themselves as a suitable option for client referrals.

How can the 'matryoshka principle' help to future-proofing CIPs?

How can the 'matryoshka principle' help to future-proofing CIPs?

08 September 2020

Head of Business Consultancy, Karl Dines, explains why the ‘matryoshka principle’ is an important part of a forward-looking centralised investment proposition and outlines the issues of which advisers should be aware.