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
Time to embrace pricing transparency

Time to embrace pricing transparency

10 June 2019

Dave Seager of SIFA explores why the SRA’s pricing regulation can be a great opportunity for firms

Keep the client at the heart of your referral process

Keep the client at the heart of your referral process

10 June 2019

In news from the SIFA Conference, it was recommended that advisers re-engage with law firms as it would not only potentially benefit the client but their business too

 
SM&CR: Prescribed Responsibilities

SM&CR: Prescribed Responsibilities

06 June 2019

The latest in our ‘plain English’ guide to Senior Managers, Richard Nuttall looks at the regimes prescribed responsibilities 

 

 

Counting the minutes: adviser charging

Counting the minutes: adviser charging

05 June 2019

Karl Dines compares adviser charging models and explores the elements to consider when building a framework. 

SimplyBiz Group's Centra system reaches 3000 users

SimplyBiz Group's Centra system reaches 3000 users

03 June 2019

New functionality and tools for Centra, as 3000 advisers sign up to use the Group’s investment system  

 

 

SimplyBiz Mortgages adds Beverley Building Society to lender panel

SimplyBiz Mortgages adds Beverley Building Society to lender panel

08 May 2019

The mortgage club has again extended its panel of lenders to include the Beverley with immediate effect.

SimplyBiz Group appoints new MD to professional connections arm

SimplyBiz Group appoints new MD to professional connections arm

02 May 2019

The Group has announced the appointment of Dave Seager to the newly created role of Managing Director of SIFA Professional, the division of the Group that specialises in helping advisers build professional connections with solicitors. 

FIBA introduces new PI block scheme

FIBA introduces new PI block scheme

25 April 2019

The Financial Intermediary & Broker Association (FIBA) has launched its own block PI scheme for members, in partnership with the PI Desk

Packing your adviser toolkit

Packing your adviser toolkit

24 April 2019

Scarlett Musson of APS Legal discusses the importance of advisers having the right tools to hand for their clients.