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.“


Testimonials

"I left Sesame December 31st 2010 and took up Direct Registration with FSA. My Compliance is now handled by SimplyBiz.

"Firstly, you need to understand that Sesame may not tell you the truth with regard to 'the world outside Sesame' - I would suggest to you that you should believe nothing. If you leave they lose a stream of revenue. They may tell you that the FSA will be making it harder for small businesses operating outside the sphere of the network. Do not believe them.

"What are the advantages of direct authorisation? I'm no longer being treated as lowest common denominator. I have scope to use wider range of research tools. I've seen a twofold plus increase in my written business (it is growing annually.) I receive top class support services, positive meetings for members and have a more positive attitude to business.

"My advice to advisers at the time (the ones I came into contact with anyway) was to exit Sesame at the earliest opportunity and this advice remains still."

Colin Palmer
Colin Palmer Financial Services
 

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