SimplyBiz Group adds Aviva Financial Advice to pension transfer panel

Advice outsourcing option

Jenna Brown
clock • 2 min read

SimplyBiz Group has appointed Aviva Financial Advice to its defined benefit (DB) pension transfer referral bureau panel.

The bureau is an outsourcing option for 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. Aviva Financial Advice launched an abridged DB advice service in November 2020. SimplyBiz member firms will be able to access both this and the full advice proposition through the bureau. SimplyBiz Group compliance director Gary Kershaw said he expected demand for DB transfer support to grow in 2021 as more firms exit the market.  "Policy change and growing consumer interest in pension transfers during 202...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Pensions

Retirees feel regret after rushing to take out tax-free cash

Retirees feel regret after rushing to take out tax-free cash

Chancellor urged to provide earlier clarity ahead of 2026 budget

Isabel Baxter
clock 02 July 2026 • 3 min read
Third Financial launches white-labelled SIPP

Third Financial launches white-labelled SIPP

Titan Wealth first client to use service

Jenna Brown
clock 29 June 2026 • 1 min read
Environmental due diligence for SIPP/SSAS is as important as ever

Environmental due diligence for SIPP/SSAS is as important as ever

Environmental due diligence isn't just a ‘tick-box'

Caitlin Southall
clock 29 June 2026 • 4 min read