SimplyBiz launches new DB pension transfer bureau

25 Jul 2017

The SimplyBiz Group has launched a new DB pension transfer bureau in partnership with Creative Wealth Management.

The service, which is available immediately to all members of the Group, is designed to support advisers who feel their clients would be better served by a pension transfer specialist.?

Matt Timmins, CEO of The SimplyBiz Group, commented: “There has been a real increase in demand from clients for transfer business since the implementation of pension freedom. We are committed to doing all we can to support advisers who want to help their clients with needs in this area.

“The Creative Wealth Management service is in addition to our existing solution with Selectapension. The Group wanted to ensure that it offered advisers a viable alternative and, as we have worked successfully with Creative previously when building our Workplace Solutions proposition, we are confident that it will provide a reliable and efficient service."

Craig Harrison, Managing Director of Creative Wealth Management, added: “We are delighted to have been chosen to provide our services to The SimplyBiz Group and we look forward to helping members with any enquiries they may have.“


"We joined SimplyBiz in 2010, having been members of the Sesame Network in one guise or another for nearly 10 years. We decided to leave the network because we felt that in the latter years we were just a number and it was beginning to feel like being back at school!  I have to say that the SimplyBiz approach is totally refreshing and that we feel in control of our own business again, whilst still having a good robust compliance support provider to guide us. We have since recommended SimplyBiz to other colleagues and would have no hesitation in doing so again."

Grant Kingston

Read More

Latest News

"Waving the flag for the future of financial advice'

March 14, 2018

Helping young people grow and develop their careers is a responsibility I believe falls to us all. The recent National Apprenticeship Week, offered an opportunity to not only promote the option of apprenticeships to young people and employers, but also to celebrate the positive impact these schemes have already achieved.

Read more >

SimplyBiz announces fourth pension transfer partner

March 07, 2018

Peterborough-based Tuto joins Grove Pension Solutions, Pensionhelp and Creative Wealth Management on SimplyBiz's SimplyRefer proposition, offering outsourced pension transfer advice.

Read more >

Quality advisers have been tainted by the actions of the few

February 28, 2018

In his latest blog, Ken Davy considers how a few bad apples have the potential to spoil the barrel.

Read more >

Rory Percival joins Centra investment committee

February 27, 2018

SimplyBiz Group has appointed former Financial Conduct Authority technical specialist Rory Percival to sit on the investment committee for the newly created Centra with responsibility for external governance as well as compliance.

Read more >