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
Investment heavyweights back financial education programme for teens

Investment heavyweights back financial education programme for teens

18 June 2018

The New Model Business Academy is running a free financial education programme for teenagers that will be delivered by advisers and sponsored by NMBA, in partnership with M&G Investments, Zurich, Vanguard and BMO Global Asset Management.

Tom Hegarty: A ban on contingent charging is no solution

Tom Hegarty: A ban on contingent charging is no solution

31 May 2018

The recent NMBA survey of members on the issue of contigency charging provoked an unprecedented level of response and some striking results.

APS: Advisers should focus on the pensioner income gap

APS: Advisers should focus on the pensioner income gap

24 May 2018

With a third of pensioners now among the poorest 10% of the UK population, advisers need to get clients to understand that later life planning is not just limited to their finances, investments and pensions.

Liz Coyle: Your Senior Managers & Certification Regime refresher

Liz Coyle: Your Senior Managers & Certification Regime refresher

17 May 2018

Liz Coyle, Compliance Policy Manager for The SimplyBiz Group, recaps the key aspects of next year's big rules change.

SimplyBiz Group's Centra investment system has attracted 1500 users

SimplyBiz Group's Centra investment system has attracted 1500 users

14 May 2018

Dan Russell, MD of SimplyBiz Investment Services, expresses his delight with the speed and enthusiasm with which Centra, the end-to-end investment service, has been embraced by advisers.

PA360: Financial advice faces recruitment 'double challenge'

PA360: Financial advice faces recruitment 'double challenge'

08 May 2018

Tom Hegarty, Managing Director of NMBA, considers the current challenges facing recruitment into financial advice given the decline of the traditional entry points.

The SimplyBiz Group to host mortgage focused Advice Show

The SimplyBiz Group to host mortgage focused Advice Show

04 May 2018

The SimplyBiz Group will host a mortgages, GI and protection focussed online broadcast of The Advice Show, from 10.30am on Monday 14 May.

Keeping client relationships strong

Keeping client relationships strong

24 April 2018

Tom Hegarty, Managing Director of NMBA, looks at how advisers can keep in touch with their clients in between scheduled reviews.

SimplyBiz Mortgages adds InterBay to panel

SimplyBiz Mortgages adds InterBay to panel

23 April 2018

SimplyBiz Mortgages has added InterBay Commercial to its specialist lender panel.

SimplyBiz members now have access to commercial and semi-commercial lending, buy-to-let and HMO, and bridging loans.