SimplyBiz Group expands DB transfer referral panel

P&B Wealth joins DB transfer bureau

clock • 1 min read

The SimplyBiz Group has added P&B Wealth to its defined benefit (DB) pension transfer referral panel.

It joins Creative Wealth Management, Grove Pension Solutions, Pensionhelp and Pension Income Planning on the SimplyBiz DB transfer bureau. The panel offers an outsourcing solution to advisers who are either unable to, or choose not to operate, in the DB transfer market but still want to meet the needs of their clients in this area.  SimplyBiz has provided dedicated material over the past six months, including in-depth guides, events, and a documentation online hub, in order to support its members' understanding of the pension transfer market. P&B Wealth, which holds the PFS Pension...

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