SimplyBiz Group has announced the addition of P&B Wealth to its defined benefit (DB) pension transfer referral panel.
The group said its panel offers an outsourcing solution to advisers who are either unable or choose not to operate in the DB transfer market, but still want to meet the DB transfer needs of their clients.
Over the past six months, SimplyBiz Group has unveiled a range of educational materials – including in-depth guides, events, and a documentation online hub – in order to support its members’ understanding of the pension transfer market.
“It is vital that we maintain our high standards in this area,” commented SimplyBiz Group compliance director, Gary Kershaw.
“I work very closely with the pension transfer bureau partners Creative Wealth Management, Grove Pension Solutions, Pensionhelp, Pension Income Planning, and now P&B Wealth, on an ongoing basis to ensure that their approach and processes continue to meet our high expectations.
“I’m delighted to welcome P&B Wealth to the group’s pension transfer bureau and am impressed with its transparent approach to giving advice in what can be a very confusing area for clients.”
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