News, view & insights

The SimplyBiz Group regularly produces thought leadership editorials, press releases covering breaking news from the Group and commentary on key industry issues. You can keep up with all our news and views through our LinkedIn and Twitter pages, or catch up with a range of topical recent stories below.

Ken Davy Weekly Blog, FT Adviser
What are soft skills and why do advisers need them?

What are soft skills and why do advisers need them?

05 April 2018

Tom Hegarty, Managing Director of NMBA, discusses how soft skills are just one of the many talents that adviser need today.

SimplyBiz enters AIM market at 170p a share

SimplyBiz enters AIM market at 170p a share

04 April 2018

The SimplyBiz Group successfully entered the AIM market at 8am on Wednesday 4 April 2018.

Are your business efficiencies working against you?

Are your business efficiencies working against you?

04 April 2018

Dan Rusell, Managing Director of SimplyBiz Investment Services, considers how to turn the term 'efficiency' from something vague and woolly into something more practical and precise.

Precise Mortgages announces second charge deal with SimplyBiz

Precise Mortgages announces second charge deal with SimplyBiz

28 March 2018

Precise is partnering with Simplybiz Mortgages on two second charge deals, including a BBR + 4.40% lifetime tracker, and one year ERCs, which offer a 1.35% proc fee.

Eight later life planning points to work on with clients

Eight later life planning points to work on with clients

23 March 2018

Many clients who have their later life planning under control say it was easier than they thought and they felt better once they had dealt with it. Erica Hancock of APS, offers eight points for advisers to talk through.

SimplyBiz Mortgages unveils portfolio review facility with Uinsure

SimplyBiz Mortgages unveils portfolio review facility with Uinsure

22 March 2018

In conjunction with Uinsure, SimplyBiz Mortgages has launched a portfolio review service for its members.

SM&CR more day-to-day work for advisers than MiFID II, warns Percival

SM&CR more day-to-day work for advisers than MiFID II, warns Percival

19 March 2018

The former Financial Conduct Authority (FCA) technical specialist-turned consultant, Rory Percival, was discussing the key regulatory matters facing advisers over the coming year on The SimplyBiz Group's 'Advice Show'.

Tom Hegarty and Ian McKenna confirmed to speak at PA360

Tom Hegarty and Ian McKenna confirmed to speak at PA360

16 March 2018

Taking place at The Brewery in central London on 24 April, this exciting all-day event will offer a comprehensive 360-degree view of financial advice, with an unmissable line-up of dynamic speakers ranged...

SimplyBiz Mortgages adds Masthaven to panel

SimplyBiz Mortgages adds Masthaven to panel

12 March 2018

Masthaven is the latest lender to join SimplyBiz Mortgages' lender panel. We have been working with Masthaven behind the scenes to ensure that we could launch both its first and second charge propositions to our members at the same time.