The SimplyBiz Group plc, St Andrew's House, St Andrew's Road, Huddersfield HD1 6NA. Registered in England under Company No. 09619906.
Loading content...
Cookie Policy
Cookies are used on our site to ensure that we give you the best experience on our website. If you continue without changing your settings, we’ll assume that you are happy to receive all cookies on our website.
Some cookies are essential so you can move around the website and use its features. Without these cookies, some services you've asked for can't be provided. These cookies don't gather information about you that could be used for marketing or remembering where you've been on the internet.
What are cookies and how do they work?
Cookies are small bits of text that are downloaded to your computer or mobile device when you visit a website. Your browser sends these cookies back to the website every time you visit the site again, so it can recognise you and can then tailor what you see on the screen.
Some of the cookies we use
Certain cookies are necessary in order for you to use our websites. These are used 'in-session' each time you visit and then expire when you leave the site. They’re not stored on your computer and they don't contain any personal data. However, you can delete them via your browser if you wish to, but this will restrict the functions that you're able to carry out on our sites.
Session cookies
These enable you to carry out some essential functions on our sites, such as maintaining log in details for the session or a transaction. They also help by minimising the need to transfer information across the internet. They are not stored on your computer and they expire when you terminate your browser session or logout of certain areas.
Secure cookie
A secure cookie is only used when a browser is visiting a server via HTTPS, ensuring that the cookie is always encrypted when transmitting from client to server. This makes the cookie less likely to be exposed to cookie theft via eavesdropping.
Persistent cookies
These are used to persist a user's preference across e.g. setting items such as the open status of the carousel, and remain until the expiry date and time set by the web server (or otherwise manually deleted by the user).
Analytics
We like to keep track of what pages and links are popular and which ones don't get used so much to help us keep our sites relevant and up to date. It's also very useful to be able to identify trends of how people navigate (find their way through) our sites and help us provide a more friendly solution.
Third-party cookie
Google Analytics tracking (and most web tracking software) uses cookies in order to provide meaningful reports about site visitors. However, Google Analytics cookies do not collect personal data about website visitors.
Managing your cookies
You’ll find more information about cookies at www.allaboutcookies.org, which gives details on how to delete cookies from your computer. For information on how to do this on your mobile phone browser, please see your handset manual.
A guide to creating a good file
We are often asked what a good file looks like, as people are keen to ensure their records are compliant and contain everything needed. If there’s someone who knows what gets a file on the ‘good list’ rather than the ‘naughty list’ it’s our Director of Compliance Services, Mark Greenwood.
Advisers call for clarity around ESG suitability rules
Read what Patrick Norwood, Insight Analyst at Defaqto, has to say about advisers’ calls for greater clarity after learning intermediaries may not be required to include a client’s sustainability preferences in the advice process after all.
Can anyone afford not to have an LPA?
Chloe Faulkner of APS Legal & Associates - part of The SimplyBiz Group - asks whether any client can afford not to have an LPA in place. Using the example of Kate Garraway and her husband Derek Draper, Chloe explores why having a Power of Attorney is so important for everyone.
SimplyBiz Group expands pension transfer bureau panel
We are delighted to welcome P&B Wealth to our pension transfer bureau. The panel offers an outsourcing solution to advisers who are either unable to, or choose not to operate, in the DB transfer market but still want to meet the needs of their clients in this area.
The regulator should stop squeezing new advisers
"The news that the FCA is threatening to increase the application fees to new applicants by between 50 and 100% is both disgraceful and against the best interests of consumers." Read more from our Group Chairman, Ken Davy, on why he believes the regulator needs to stop squeezing new IFAs.