SimplyBiz adds fifth firm to DB transfer referral panel

The advice firm will sit alongside Tuto, Grove Pension Solutions, Pensionhelp and Creative Wealth Management on the panel which helps advisers who do not operate in the DB transfer market to assist clients. Simplybiz compliance director Gary Kershaw said: "Like most of our DB partners, Broadgate itself is an advice firm and therefore understands perfectly the relationship of trust between client and adviser and the absolute importance of delivering the right advice for that individual, based on their specific circumstances." Broadgate Financial Management occupational pension speciali...