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
More awards success for The SimplyBiz Group

More awards success for The SimplyBiz Group

03 July 2019

We were delighted that our Head of Pensions Technical, Keeley Paddon, was recognised at the recent Women in Financial Advice Awards.  Keeley took home the ‘Highly Commended’ trophy in the ‘Woman of the Year – Retirement’ category. 

Business LPAs are too often overlooked

Business LPAs are too often overlooked

03 July 2019

Anybody with a business interest, whether that be as a sole trader, a partner or a shareholder, should consider creating a separate LPA solely to deal with their business affairs as part of their business continuity planning.

 

SimplyBiz Mortgages partners with 360 Lifecycle

SimplyBiz Mortgages partners with 360 Lifecycle

03 July 2019

SimplyBiz Mortgages has partnered with 360 Dotnet to offer members access to its practice management systems

NMBA gets government funding boost for apprenticeship programme

NMBA gets government funding boost for apprenticeship programme

02 July 2019

The training and development arm of The SimplyBiz Group has received additional funding from the Education and Skills Funding Agency, allowing it to expediate and expand its apprenticeship plans. 

SimplyBiz Group awarded second industry honour

SimplyBiz Group awarded second industry honour

27 June 2019

The SimplyBiz Group has been named as the winner of the 2019 Money Marketing Best Support Service Award

Scarlett Musson: How to help clients make a will

Scarlett Musson: How to help clients make a will

13 June 2019

In this guide to IHT planning, APS’s Scarlett Musson outlines why a will is so vital for clients

Martin Pickles: How to help clients value their estate

Martin Pickles: How to help clients value their estate

13 June 2019

Read Martin’s contribution to the FT Adviser IHT guide, exploring estate valuation. 

Neil Stevens: Outsourcing portfolio admin can be costly

Neil Stevens: Outsourcing portfolio admin can be costly

12 June 2019

Our Group Joint CEO looks at the best way for advisers to outsource to a DFM. 

Senior Managers support strengthened by SimplyBiz Group

Senior Managers support strengthened by SimplyBiz Group

11 June 2019

The Group has launched a series of focussed events and hired a new Knowledge and Development Manager.