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.

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

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

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!

02 January 2020

The secret lives of advisers revealed.

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

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.

Designating SM&CR; roles

06 December 2019

An in-depth look at the differences between senior managers and certified persons

Finalists in the 2020 Professional Adviser Awards!

05 December 2019

The SimplyBiz Group is delighted to be named as a finalist in the ‘Best support services for advisers’ category at the 2020 Professional Adviser Awards! 

SimplyBiz Group training manager gets top marks in PFS Fellowship exam

03 December 2019

Michael Pashley, the SimplyBiz Group training and knowledge manager, has won the annual award for achieving top grades in the CII’s highest level of qualification.