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.

LiveMore Capital joins the SimplyBiz Mortgages panel

LiveMore Capital joins the SimplyBiz Mortgages panel

20 August 2020

SimplyBiz Mortgages is delighted to welcome RIOM specialist LiveMore Capital to its lender panel. 

Estate planning considerations when using a surrogate

Estate planning considerations when using a surrogate

14 August 2020

APS Legal & Associates’ Libby Holding, explores an important, but rarely discussed area in this article, as she asks what bearing surrogacy can have on estate planning

How to meet the FCA's governance requirements

How to meet the FCA's governance requirements

12 August 2020

In this special feature, Elaine Parkes of Signature takes a deep dive into the world of regulatory governance for DFMs and wealth managers

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. 

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

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.

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.