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.”
Latest News
-
Annual house price growth climbs to 3.7% – ONS
-
Inflation rises to 3.8% in July
-
Closing financial confidence gap could ‘unlock’ £137bn for retail investments
-
£10bn of mortgages in HLPartnership’s network to mature in 2026
-
IHT changes will ‘create confusion’ in Bank of Mum and Dad gifting – Key
-
Outstanding credit card balances up 6.4% in last year – UK Finance
The new episode of The Mortgage Insider podcast, out now
Regional housing markets now matter more than ever. While London and the Southeast still tend to dominate the headlines from a house price and affordability perspective, much of the growth in rental yields and buyer demand is coming from other parts of the UK.
In this episode of the Barclays Mortgage Insider Podcast, host Phil Spencer is joined by Lucian Cook, Head of Research at Savills, and Ross Jones, founder of Home Financial and Evolve Commercial Finance.
In this episode of the Barclays Mortgage Insider Podcast, host Phil Spencer is joined by Lucian Cook, Head of Research at Savills, and Ross Jones, founder of Home Financial and Evolve Commercial Finance.
Air and the role of later-life lending
Content editor at MoneyAge, Dan McGrath, spoke to the chief executive officer at Air, Will Hale, about the later-life lending industry, the importance of tailored advice and how technology and obligations have shaped the sector.
Helping the credit challenged get mortgage ready
A rising number of borrowers are finding it harder to access mortgages due to being credit challenged - whether that’s from historic debts, a county court judgment, or having little to no credit history.
In the latest episode of the Mortgage Insider podcast, Phil Spencer is joined by Eloise Hall, Head of National Accounts at Kensington Mortgages, and Alastair Douglas, CEO of TotallyMoney.
In the latest episode of the Mortgage Insider podcast, Phil Spencer is joined by Eloise Hall, Head of National Accounts at Kensington Mortgages, and Alastair Douglas, CEO of TotallyMoney.
The future of the bridging industry and the Autumn Budget
MoneyAge content editor, Dan McGrath, is joined by head of marketing at Black & White Bridging, Matt Horton, to discuss the bridging industry, the impact of the Autumn Budget and what the future holds for the sector.
© 2019 Perspective Publishing Privacy & Cookies
Recent Stories