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

Thank you so much for your help with becoming directly authorised – it’s been so much easier than I thought. 

You have all been so helpful and professional and I am still quite stunned by the support from SimplyBiz. Whenever I ring up, the response is always more thorough than I would have expected. 

I really am very, very pleased I joined - here’s to a bright new future.

Alison Treharne
Shore Financial Planning

Read More

Latest News

Estate planning red flags

August 10, 2018

Erica Hancock of APS explores the estate planning red flags which may mean danger for your clients 

Read more >

NMBA vote: Do clients care if advisers are independent or restricted?

August 08, 2018

Tom Hegarty takes a closer look at the most closely fought NMBA quick vote to date. 

Read more >

"Time for your 2018 reboot?"

August 01, 2018

Ken Davy muses on the importance of taking time out to recharge your batteries

Read more >

The SimplyBiz Group announces partnership with Guardian Financial Services

August 01, 2018

The SimplyBiz Group has announced that it has signed a partnership deal with Guardian Financial Services, following positive adviser feedback on the protection provider’s pilot scheme.  The partnership, which is in place with immediate effect, will see the two companies work together to deliver relevant training and educational opportunities to advisers who use the Group’s services.

Read more >