SimplyBiz launches new DB pension transfer bureau

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.“

Latest News

Government must help meet the needs of the elderly

  October 11, 2017

Read more >

"A princely way of looking at succession issues"

  October 04, 2017

Read more >

"Providers must allow tax deductible advice"

  September 28, 2017

Read more >

Fos report is a dollop of gruel for advisers

  September 19, 2017

Read more >