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
Running an in-house investment committee

Running an in-house investment committee

02 July 2020

Elaine Parkes, Head of Proposition Development at Signature, takes a deep dive into how to run an in-house investment committee.

80% of advisers want a mix of face-to-face and virtual events in the future

80% of advisers want a mix of face-to-face and virtual events in the future

02 July 2020

We're delighted to be able to offer a hybrid events programme for the rest of 2020, delivering what over 80% of our membership told us they wanted.  Our virtual event programme is already in full swing and we hope to be back on the road with Investment Forums from September.

Why considering mental health is essential to estate planning

Why considering mental health is essential to estate planning

26 June 2020

In this article, Libby Holding, Legal Services Director of APS Legal, takes a look at the vital issue of mental health in estate planning

SimplyBiz Group's 'Young Person's Guide To Money' receives nearly 3,000 orders in under a week

SimplyBiz Group's 'Young Person's Guide To Money' receives nearly 3,000 orders in under a week

25 June 2020

The guide, which was produced by the Group’s New Model Business Academy and sponsored by Aviva, Royal London and Zurich, is designed to help young people understand more about the basics of finance – including borrowing, savings, tax and more.

Innovation in later life lending

Innovation in later life lending

25 June 2020

SimplyBiz Mortgages Head of Strategic Development, Richard Merrett, spoke to FT Adviser about market innovation in part of its comprehensive guide to later life lending.

SimplyBiz Group to continue contactless valuations

SimplyBiz Group to continue contactless valuations

18 June 2020

CEO of SimplyBiz Mortgages, Martin Reynolds, on why variety and innovation in valuations are so vital to the sustainability of the sector

Our step-by-step guide to the FCA's new platform

Our step-by-step guide to the FCA's new platform

16 June 2020

With the FCA planning to allow firms to access GABRIEL and Connect through one new platform, Alexander McGregor, compliance policy manager, produced a step-by-step guide to how this will work in practice.

SimplyBiz Group launches range of support around vulnerable clients

SimplyBiz Group launches range of support around vulnerable clients

16 June 2020

We were delighted to launch our Vulnerable Clients Hub, offering a breadth of resources and support around this vitally important area for advisers and brokers.  We'll be developing this area of the site significantly in coming months, but you can read more here.

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.