SimplyBiz adds Pension Works to DB transfer panel

Outsourced referrals

Jenna Brown
clock • 1 min read

Pension Works has joined SimplyBiz’s outsourced defined benefit (DB) transfer panel.

The Knutsford-based specialist retirement advice firm joins Grove Pension Solutions, Pensionhelp, Pension Income Planning, P&B Wealth and Aviva Financial Advice on the Pension Transfer Bureau panel.  The bureau was set up as an outsourced referral option for advisers who are either unable to or have opted not to, operate in the DB transfer market but still want to fulfil the needs of their clients in this area.  SimplyBiz compliance director Gary Kershaw said: "It is absolutely vital that clients are given the most suitable advice for their individual circumstances. Most of the time, ...

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

HMRC updates on information sharing for IHT on pensions

HMRC updates on information sharing for IHT on pensions

Second technical note

Alex Levy
clock 01 September 2026 • 2 min read
Pension first or last? What the numbers really tell us

Pension first or last? What the numbers really tell us

'Focusing solely on reducing the pension before death can increase lifetime tax'

Joshua Croft
clock 28 August 2026 • 4 min read
IHT on pensions: New thinking on taking income in retirement?

IHT on pensions: New thinking on taking income in retirement?

‘This has undoubtedly had a huge impact on planning for many clients’

Lisa Webster
clock 26 August 2026 • 3 min read