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
SimplyBiz launches first Investment Forums of 2020

SimplyBiz launches first Investment Forums of 2020

30 January 2020

The first round of SimplyBiz Investment Forums, taking place in 21 locations across the UK, will begin in Cornwall on 4 February. 

SM&CR: Ensure your employees are Fit and Proper

SM&CR: Ensure your employees are Fit and Proper

28 January 2020

Mark Greenwood of The SimplyBiz Group takes a look at the practicalities and application of the FCA’s Fit and Proper requirements

How can estate planning help tackle care fees?

How can estate planning help tackle care fees?

21 January 2020

Against the background of an ageing population - and an increasing awareness of the fact that more people are requiring care - the issue of residential care fees is often at the forefront of clients' minds.

 

Pension switching module added to SimplyBiz Group's Centra system

Pension switching module added to SimplyBiz Group's Centra system

15 January 2020

The new functionality allows advisers to compare multiple pension switching scenarios, including partial switches.

 

SimplyBiz Group announces new brand for surveying arm

SimplyBiz Group announces new brand for surveying arm

09 January 2020

The SimplyBiz Group has announced this morning that it has united its three surveying arms – Gateway, Landmark and Sonas – into a new brand; Gateway Surveyors.

Embracing technology in 2020 will lead to happier clients

Embracing technology in 2020 will lead to happier clients

02 January 2020

Embracing technology such as Facetime next year will lead to happier clients and increased success for advisers, Ken Davy has predicted

From pole position to pole dancing!

From pole position to pole dancing!

02 January 2020

The secret lives of advisers revealed.

Putting the fun into functions

Putting the fun into functions

02 January 2020

Mark Greenwood looks at the mechanics of changing roles and Senior Manager functions under the new regime

Martin Reynolds: In the spotlight

Martin Reynolds: In the spotlight

06 December 2019

The CEO of SimplyBiz Mortgages discusses his predictions for the post-Brexit purchase market and how ancillary products can help boost business.