Gateway award success!
Congratulations to Gateway, which was named Survey/Valuation Business of the Year at the recent Mortgage Introducer Awards.
A guide to creating a good file
We are often asked what a good file looks like, as people are keen to ensure their records are compliant and contain everything needed. If there’s someone who knows what gets a file on the ‘good list’ rather than the ‘naughty list’ it’s our Director of Compliance Services, Mark Greenwood.
Advisers call for clarity around ESG suitability rules
Read what Patrick Norwood, Insight Analyst at Defaqto, has to say about advisers’ calls for greater clarity after learning intermediaries may not be required to include a client’s sustainability preferences in the advice process after all.
Which new ways of working are set to stay post-Covid?
Group Chairman, Ken Davy, explores which bits of the ‘new normal’ may remain best practice in the post-Covid world.
Can anyone afford not to have an LPA?
Chloe Faulkner of APS Legal & Associates - part of The SimplyBiz Group - asks whether any client can afford not to have an LPA in place. Using the example of Kate Garraway and her husband Derek Draper, Chloe explores why having a Power of Attorney is so important for everyone.
Protection Academy event takes over 300 bookings
The Protection Academy event has been designed following member feedback and includes sessions on changing client needs, soft skills, operating in the virtual world, entering the rental market and economic and market updates.
SimplyBiz Group expands pension transfer bureau panel
We are delighted to welcome P&B Wealth to our pension transfer bureau. The panel offers an outsourcing solution to advisers who are either unable to, or choose not to operate, in the DB transfer market but still want to meet the needs of their clients in this area.
Ken Davy: The regulator should stop squeezing new advisers
"The news that the FCA is threatening to increase the application fees to new applicants by between 50 and 100% is both disgraceful and against the best interests of consumers."
How have wills and estate planning changed this year?
Scarlett Musson, Business Development Director of APS Legal & Associates - part of The SimplyBiz Group - explores how the adoption of remote instruction-taking has worked for the estate planning and will writing industry.
Gateway Surveyors appointed as Earl Shilton panel manager
Gateway Surveyors – part of The SimplyBiz Group - has announced it will be taking on the panel management of Earl Shilton Building Society’s (esbs) from 1st January 2021.