SimplyBiz Group adds Aviva Financial Advice to pension transfer panel

Advice outsourcing option

Jenna Brown
clock • 2 min read

SimplyBiz Group has appointed Aviva Financial Advice to its defined benefit (DB) pension transfer referral bureau panel.

The bureau is an outsourcing option for 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. Aviva Financial Advice launched an abridged DB advice service in November 2020. SimplyBiz member firms will be able to access both this and the full advice proposition through the bureau. SimplyBiz Group compliance director Gary Kershaw said he expected demand for DB transfer support to grow in 2021 as more firms exit the market.  "Policy change and growing consumer interest in pension transfers during 202...

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

'Decisive' action needed to tackle £100,000 gender pensions gap

'Decisive' action needed to tackle £100,000 gender pensions gap

FCA’s advice guidance boundary review welcomed

Isabel Baxter
clock 13 November 2024 • 3 min read
WBR Group adds £300m AUA with latest SSAS acquisition

WBR Group adds £300m AUA with latest SSAS acquisition

Bought Brunel Trustees adding 200 SSAS schemes

Jenna Brown
clock 13 November 2024 • 2 min read
PFS Conference 2024: Advisers can handle Budget pension/IHT shake-up

PFS Conference 2024: Advisers can handle Budget pension/IHT shake-up

Inclusion of pensions in IHT regime biggest change in advice in 30 years

Jenna Brown
clock 12 November 2024 • 3 min read