The Advice Show

A live broadcast featuring an array of industry leaders discussing the big issues shaping our industry - broadcast straight to your laptop, phone or any other device, meaning you don’t have to go anywhere to get all the latest news, views and insight.

Next show: Thursday 28 January 2021

2021 promises to be another year of rapid change and digital growth. Remote working is set to continue, and we will all need to find innovative ways of working with new and existing customers to power the growth in our businesses.

The SimplyBiz Group has one simple aim this year – to provide our Member and Client Firms with everything they need to succeed in today's virtual environment, through a combination of expert regulatory knowledge, in-depth analysis of financial products and funds, and award-winning technology.

Our commitment is to continue to build on this, providing you with everything you need to operate your business, from financial planning and workflow software, to support with running your business.

Join us for a special edition of the Advice Show to hear first-hand from our executive team about our plans for the year and the support now available to you.

Our agenda is just being finalised, but you can register your place today!

Watch on demand

The Advice Show December 2020 - Tech 2020 and beyond

At this time last year, we all knew that technology would continue to hold a very important role in the advice process, but nobody foresaw just how vital it would become during 2020; both personally and professionally. With technology now a literal lifeline for many advice firms and clients, we bring together representatives from across the sector to discuss innovation against the backdrop of COVID-19, where advisers have needed support most during 2020 and what developments our panel expects to see in 2021.

The Advice Show December 2020 - Market review

What do our experts expect from the US now? How will the UK look post-Brexit? And what are the implications for markets and economies as we count the costs of further lockdown measures?

The Advice Show December 2020 - Regulatory round-up

We’re delighted that our panel for this session is made up of some of the brightest compliance minds in the sector. With a retrospective look at issues raised in the FCA’s Dear CEO letter at the start of the year, the latest SM&CR developments, MiFID2, suitability, vulnerable customers, changes to pension transfer policy and more, our regulatory round-up will ensure you’re up to speed and fully briefed for – almost! – anything that 2021 can bring!

The Advice Show December 2020 - Tax-efficient investing

Following the huge demand for support in this area over the past two years, we invite our partners to provide further updates in this area and to announce an exciting new solution which should be of interest to all active or not in this space

The Advice Show December 2020 - The DB transfer market

A look at the current state of play and an introduction to an exciting new partner for the bureau.

The Advice Show December 2020 - Retirement planning

Our expert panel will assess the implications on retirement planning of the big influences of 2020 and beyond.

The Advice Show December 2020 - Investment management solutions

A session designed to lift the lid on some of the key factors driving your investment strategy - risk profiling, SAA, retirement income and more.

The Advice Show December 2020 - Overcoming the challenges of ESG Investments

In this session we will discuss some of the challenges facing advisers and wealth managers in the ESG market. Our panel of experts will share their insight into the links between ESG and intergenerational advice, the upcoming ESG regulatory changes which may affect the advice process and the fundamental research and portfolio construction considerations when building an ESG portfolio.

The Advice Show December 2020 - Practice buy-out

Following the successful launch of Horizon, our client centric practice buy-out service, we ask those at the heart of the solution to share their experiences of working with those firms looking to both exit and to grow through acquisition.