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.

SimplyBiz Mortgages launches summer 'Festival of Learning'

SimplyBiz Mortgages launches summer 'Festival of Learning'

28 July 2020

In keeping with the festival theme, the events will be broken down into four key areas and hosted on various ‘stages’; MemberFest: Nichebusters, the Golden Years Stage, the Mutuality Matters Zone and the Complex Chill Out Area.

SimplyBiz Mortgages adds Stafford Railway Building Society to panel

SimplyBiz Mortgages adds Stafford Railway Building Society to panel

22 July 2020

We're delighted to welcome Stafford Railway Building Society to the SimplyBiz Mortgages panel.  We're going full steam ahead when it comes to offering a wide range of solutions to our Members and their clients!

Lasting Power of Attorneys in a time of Covid-19

Lasting Power of Attorneys in a time of Covid-19

22 July 2020

Scarlett Musson of APS Legal & Associates writes about why the importance of Lasting Power of Attorneys should never be underestimated, especially during times like these.

What the FCA expects from discretionary fund managers

What the FCA expects from discretionary fund managers

21 July 2020

In this special feature on what the FCA expects from DFMs, Signature’s Head of Proposition Development, Elaine Parkes discusses suitability, vulnerability and some of the dangers, and necessities, of discretionary fund management.

Ken Davy on rolling back, but not retiring

Ken Davy on rolling back, but not retiring

16 July 2020

Following Ken Davy's recent Money Marketing Awards win, the publication takes a look at his career so far and plans for the future.

Looking for clients? Legal regulator has left an open goal

Looking for clients? Legal regulator has left an open goal

16 July 2020

Dave Seager, Managing Director of SIFA Professional, explores the ways in which IFAs have been handed a ‘golden opportunity’ by the Solicitors Regulation Authority.

Ken Davy: "I don't think I'll ever retire in an absolute sense"

Ken Davy: "I don't think I'll ever retire in an absolute sense"

13 July 2020

Our Chairman, Ken Davy, spoke to Justin Cash, Editor of Money Marketing about the FSCS, regulation, the ethics of advice, maintaining good client outcomes, his experiences of more than 50 years in the sector AND being a double winner of the Outstanding Contribution to the Profession Award!

Don't put SM&CR on the back burner

Don't put SM&CR on the back burner

10 July 2020

Richard Nuttall, director of compliance policy at The SimplyBiz Group, said the regulator's "sympathetic approach" to those firms affected by the coronavirus was to be applauded, but warned the extension was not a "concession for all firms to delay their fit and proper assessments"

Make CIP your superhero!

Make CIP your superhero!

09 July 2020

Our very own Clark Kent of consultancy, Karl Dines, battles some misconceptions around centralised investment processes in this article, and reveals how CIP can become a superhero for advice firms.