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
New data rules risk triggering claims industry

New data rules risk triggering claims industry

13 April 2018

Mark Greenwood, Group Regulatory Policy Manager, acknowledges the new rules in GDPR, but adds some useful context for advisers.

Understanding what makes a good advice process

Understanding what makes a good advice process

10 April 2018

Dan Russell, Managing Director of SimplyBiz Investment Services, looks at how to make the most of all your client interactions and how the 'first meeting' may no longer be a  potential customer's first impression.

SimplyBiz Mortgages adds The Melton to panel

SimplyBiz Mortgages adds The Melton to panel

09 April 2018

SimplyBiz Mortgages has added The Melton Building Society and its subsidiary MBS Lending to its lender panel.

What are soft skills and why do advisers need them?

What are soft skills and why do advisers need them?

05 April 2018

Tom Hegarty, Managing Director of NMBA, discusses how soft skills are just one of the many talents that adviser need today.

SimplyBiz enters AIM market at 170p a share

SimplyBiz enters AIM market at 170p a share

04 April 2018

The SimplyBiz Group successfully entered the AIM market at 8am on Wednesday 4 April 2018.

Are your business efficiencies working against you?

Are your business efficiencies working against you?

04 April 2018

Dan Rusell, Managing Director of SimplyBiz Investment Services, considers how to turn the term 'efficiency' from something vague and woolly into something more practical and precise.

Precise Mortgages announces second charge deal with SimplyBiz

Precise Mortgages announces second charge deal with SimplyBiz

28 March 2018

Precise is partnering with Simplybiz Mortgages on two second charge deals, including a BBR + 4.40% lifetime tracker, and one year ERCs, which offer a 1.35% proc fee.

Eight later life planning points to work on with clients

Eight later life planning points to work on with clients

23 March 2018

Many clients who have their later life planning under control say it was easier than they thought and they felt better once they had dealt with it. Erica Hancock of APS, offers eight points for advisers to talk through.

SimplyBiz Mortgages unveils portfolio review facility with Uinsure

SimplyBiz Mortgages unveils portfolio review facility with Uinsure

22 March 2018

In conjunction with Uinsure, SimplyBiz Mortgages has launched a portfolio review service for its members.