Latest News

SimplyBiz Group acquires Defaqto for £74m SimplyBiz Group acquires Defaqto for £74m

20 Mar 2019

SimplyBiz has acquired Defaqto, a leading financial services technology business. This is an exciting development, which will see the coming together of two leading, fast-growing and innovative businesses.

Lasting power of attorney referral service launched by SimplyBiz Group Lasting power of attorney referral service launched by SimplyBiz Group

19 Mar 2019

The SimplyBiz Group, together with its subsidiary APS Legal & Associates, has launched a service enabling advisers to refer lasting power of attorney business to a specialist practitioner.

Effective tax management strategies for high earners Effective tax management strategies for high earners

14 Mar 2019

Tax specialist Noreen Walker explores the complex area of tax for high-earners, and effective strategies for management.

SimplyBiz Group announces enhanced compliance proposition SimplyBiz Group announces enhanced compliance proposition

14 Mar 2019

The SimplyBiz Group has announced an evolution of its compliance proposition through the launch of a number of ‘Centres of Excellence’. The streamlined service will focus on particular areas of the Group’s compliance offering, including policy, field services, helpdesks, complex and specialist areas and personalised consultancy.

Consistency needed in interpretation of disclosure rules Consistency needed in interpretation of disclosure rules

01 Mar 2019

Gary Kershaw, Compliance Director of The SimplyBiz Group, comments on the challenges the implementation of costs and charges disclosure has presented for advisers

SM&CR preparation guide SM&CR preparation guide

28 Feb 2019

Featuring expert commentary from The SimplyBiz Group compliance and policy teams on all areas of getting ready for the SM&CR in good time.

Ken Davy: Do you have money to burn?

20 Feb 2019

Group Chairman Ken Davy looks at how employing the right support technology could help advisers save time and money.

SimplyBiz considers acquisition service for advisers

18 Feb 2019

SimplyBiz is working on a service to match advisers selling their businesses with potential buyers.

Richard Ardron: Keeping pace with the modern client

12 Feb 2019

Have the fundamental needs of clients changed? Or is it simply a case of evolving expectations and, as a result, changes in attitudes and behaviours?

SimplyBiz Group named Best Support Services For Advisers at Professional Adviser Awards

07 Feb 2019

The Group was delighted to receive the honour for the second consecutive year at the awards ceremony on the 7th February.