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

No change to tax-free lump sum is 'welcome' move

No change to tax-free lump sum is 'welcome' move

The chancellor chose to leave the tax-free lump sum unchanged in the Autumn Budget

Holly Roach
clock 27 November 2025 • 3 min read
Budget 25: Pensioners caught in frozen threshold tax trap see 'small bills' written off

Budget 25: Pensioners caught in frozen threshold tax trap see 'small bills' written off

‘Absurd situation’ caused by frozen thresholds and triple lock commitment

Jenna Brown
clock 26 November 2025 • 3 min read
Pensions industry slams salary sacrifice changes as 'counterintuitive' and 'deeply misguided'

Pensions industry slams salary sacrifice changes as 'counterintuitive' and 'deeply misguided'

Responding to the chancellor’s decision to cap salary sacrifice for pensions at £2,000

Holly Roach
clock 26 November 2025 • 9 min read