Latest News

Advisers uniquely positioned to support vulnerable clients Advisers uniquely positioned to support vulnerable clients

06 Apr 2021

In his latest FT Adviser article, Ken Davy discusses the circumstances which have resulted in an increased number of clients who could be considered vulnerable, and how financial advisers are uniquely positioned to support them.

RICS guidance is welcome step forward RICS guidance is welcome step forward

25 Mar 2021

SimplyBiz Mortgages Chief Executive, Martin Reynolds, spoke to Mortgage Introducer about the latest Royal Institution of Chartered Surveyors (RICS) guidance on cladding and the use of EWS1 forms,

SimplyBiz announces launch of risk-controlled investment solutions range SimplyBiz announces launch of risk-controlled investment solutions range

24 Mar 2021

SimplyBiz has partnered with leading fund managers, BMO Global Asset Management, HSBC Asset Management and Verbatim, to create a range of risk-controlled investment solutions. 

What's next for asset managers in the outsourcing space? What's next for asset managers in the outsourcing space?

22 Mar 2021

"There is no right or wrong answer regarding outsourcing, just what is right for each advisory firm and its customers."  Our Investment Services Director, Davinia Rogers, spoke to Professional Adviser about multi-asset in the outsourcing marketplace.

SimplyBiz adds Pension Works to Transfer Bureau SimplyBiz adds Pension Works to Transfer Bureau

18 Mar 2021

We're delighted to welcome Pension Works to our DB Pension Transfer Bureau! Click below to read more about this new partnership, and the other services available to support our members, and their clients, in the DB space.

SimplyBiz named 'Best Support Service for Advisers' SimplyBiz named 'Best Support Service for Advisers'

12 Mar 2021

SimplyBiz was delighted to be recognised as winner of the ‘Best Support Services For Advisers’ at the Professional Adviser Awards, for the fourth consecutive year! Click here to see a full list of nominees and winners from the awards. 

Get under the bonnet of your business Get under the bonnet of your business

08 Mar 2021

He's never been afraid of getting his hands dirty and, in this article, our Head of Business Consultancy, Karl Dines, discusses how to get right under the bonnet of your business and prepare it for a successful sale.

How has the pandemic shaped advisers' soft skills? How has the pandemic shaped advisers' soft skills?

01 Mar 2021

Adviser soft skills in a socially distanced world have been a real focus of attention recently. In this FT Adviser article, our Training and Knowledge Manager, Michael Pashley, joins the conversation about how the pandemic has shaped soft skills.

Davinia Rogers appointed as Investment Services Director Davinia Rogers appointed as Investment Services Director

25 Feb 2021

SimplyBiz has appointed Davinia Rogers to the newly created role of Investment Services Director, with a mandate to deliver a supply chain of market-leading intermediary investment research services to SimplyBiz Members.

Real Life Lending Solutions: Tackling financial disruption Real Life Lending Solutions: Tackling financial disruption

23 Feb 2021

The first of our 'Real Life Lending Solutions' series is now live in Financial Reporter, with commentary from MCB Group and SimplyBiz Mortgage's Head of Strategic Development, Richard Merrett.