SimplyBiz Group expands DB transfer referral panel

P&B Wealth joins DB transfer bureau

clock • 1 min read

The SimplyBiz Group has added P&B Wealth to its defined benefit (DB) pension transfer referral panel.

It joins Creative Wealth Management, Grove Pension Solutions, Pensionhelp and Pension Income Planning on the SimplyBiz DB 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.  SimplyBiz has provided dedicated material over the past six months, including in-depth guides, events, and a documentation online hub, in order to support its members' understanding of the pension transfer market. P&B Wealth, which holds the PFS Pension...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Pensions

How retirement planning has transformed over the past 50 years

How retirement planning has transformed over the past 50 years

PPI report looks at the move from predictable pensions to personal responsibility

Jonathan Stapleton
clock 21 November 2024 • 3 min read
Act now: Planning for retirement is a concern for today

Act now: Planning for retirement is a concern for today

'Don't wait until tomorrow to think about retirement'

Andrew Tully
clock 20 November 2024 • 4 min read
Government publishes Pensions Investment Review interim report and launches DC and LGPS consultations

Government publishes Pensions Investment Review interim report and launches DC and LGPS consultations

Report published as Reeves delivered inaugural Mansion House speech

Jonathan Stapleton
clock 15 November 2024 • 4 min read