SimplyBiz adds Pension Works to DB transfer panel

Outsourced referrals

Jenna Brown
clock • 1 min read

Pension Works has joined SimplyBiz’s outsourced defined benefit (DB) transfer panel.

The Knutsford-based specialist retirement advice firm joins Grove Pension Solutions, Pensionhelp, Pension Income Planning, P&B Wealth and Aviva Financial Advice on the Pension Transfer Bureau panel.  The bureau was set up as an outsourced referral option for advisers who are either unable to or have opted not to, operate in the DB transfer market but still want to fulfil the needs of their clients in this area.  SimplyBiz compliance director Gary Kershaw said: "It is absolutely vital that clients are given the most suitable advice for their individual circumstances. Most of the time, ...

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

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
Chancellor to create DC 'megafunds' in Mansion House growth bid

Chancellor to create DC 'megafunds' in Mansion House growth bid

Chancellor to unveil ‘biggest pension reforms in decades’

Martin Richmond
clock 14 November 2024 • 3 min read
Pensions dashboards could leave savers at risk of 'poorly informed' transfers

Pensions dashboards could leave savers at risk of 'poorly informed' transfers

Research finds two-fifths of savers likely to use dashboards to carry out a pension transfer

Martin Richmond
clock 13 November 2024 • 3 min read