We were delighted that our Head of Pensions Technical, Keeley Paddon, was recognised at the recent Women in Financial Advice Awards. Keeley took home the ‘Highly Commended’ trophy in the ‘Woman of the Year – Retirement’ category.
The New Model Business Academy (NMBA), the not-for-profit training and development division of The SimplyBiz Group, has announced the development of a mortgage adviser apprenticeship programme.
Anybody with a business interest, whether that be as a sole trader, a partner or a shareholder, should consider creating a separate LPA solely to deal with their business affairs as part of their business continuity planning.
SimplyBiz Mortgages has partnered with 360 Dotnet to offer members access to its practice management systems
The training and development arm of The SimplyBiz Group has received additional funding from the Education and Skills Funding Agency, allowing it to expediate and expand its apprenticeship plans.
The SimplyBiz Group has been named as the winner of the 2019 Money Marketing Best Support Service Award
At this year’s MDRT in Miami, one message kept coming up - we all know that our clients are able to enjoy more satisfying lives when their protection and savings needs are in good order. Doing a better job for clients enables them, and you, to live a more comfortable, fulfilling and balanced life.
Read Martin’s contribution to the FT Adviser IHT guide, exploring estate valuation.
In this guide to IHT planning, APS’s Scarlett Musson outlines why a will is so vital for clients
Our Group Joint CEO looks at the best way for advisers to outsource to a DFM.